Steven Alpinieri knows numbers, and for the clients of his full-service accountancy corporation in La Jolla, that's what it's all about.
"I come up with the tax plans for clients to ultimately try and give them complete and accurate numbers," explained Alpinieri, "and not leave anything on the table in terms of the tax strategies that are available."
But tax planning, preparation and special tax projects are only part of what the five-person team at Alpinieri's office provides. There's also assistance with bookkeeping, business consulting, and accounting and auditing. In fact, Alpinieri says his ideal client is someone who has multiple needs that he and his team can address, whether that client is an individual or a small business.
Alpinieri, a San Diego State alumnus, said he worked in his family's business as the controller while he was going to college and continued in that role for a couple of years after graduating. Once he passed the Uniform CPA Examination, he went to work for a CPA firm in Rancho Bernardo primarily in its audit department, and from there to the accounting firm of Matranga & Correia, which later became Correia & Associates.
In 2010, he decided it was time to break out on his own, and in the fall of that year he opened up in La Jolla's Merrill Lynch building. In 2012, a space on Eads Avenue became available, and Alpinieri "jumped at this location."
He's been serving clients, not only those from La Jolla but from throughout San Diego County and a few from out of state, ever since. When they come on board, they generally stay, too.
"I have an extremely high retention rate for clients because once they see what we're able to do for them, they know we can provide them with a boutique-type service (with) everything relative to everything else."
As you would expect, Alpinieri keeps abreast of the tax reform discussions, debate and legislative moves in Washington, D.C. But he advises clients not to base decisions merely on what they read, see or hear in the news.
"Don't just judge your tax planning based on the headline news," he said, "because until some official tax legislation has been formally adopted or changed, we really should base (planning) on what we know today. Some changes are inevitable every year. I just know that we're going to get to the bottom of how those changes impact our clients quickly compared to trying to doing it on your own or potentially using a non-CPA to prepare your taxes."
He has another bit of advice for taxpayers: Don't feel like you have to wait until "tax season" to get help. "The earlier you come in," Alpinieri said, "the more time there is to solve the problem."
• Steven Alpinieri, CPA, An Accountancy Corp., 7575 Eads Ave., Suite 102, La Jolla. Hours: 9 a.m. to 5 p.m., Monday-Friday.(858) 230-6610. sandiegocpasteve.com
— Business Spotlight features commercial enterprises that support La Jolla Light.