Our Company
About My Tax Advisers
Does the thought of doing your own taxes or bookkeeping overwhelm you? It’s very common for individuals and businesses to treat taxes or bookkeeping like an afterthought. Established in 2014, My Tax Advisers has been serving San Diego and surrounding areas with a combined team of 25+ years of experience and we have built a reputation for providing high-quality, accurate, and reliable services. We are dedicated to helping individuals and businesses navigate the complex world of taxes and finances while providing personalized service and support.
At My Tax Advisers, we offer tax preparation, bookkeeping & accounting, payroll, tax planning and compliance services. We invest the time to understand your specific situation and tailor our services to meet your individual needs. Whether you're a small business owner, self-employed individual, W-2 Employee or a retiree, we have the expertise and experience to help you save money, avoid penalties, and maximize your deductions. We pride ourselves on our attention to detail and our commitment to providing the best possible service to our clients.
At My Tax Advisers, we offer tax preparation, bookkeeping & accounting, payroll, tax planning and compliance services. We invest the time to understand your specific situation and tailor our services to meet your individual needs. Whether you're a small business owner, self-employed individual, W-2 Employee or a retiree, we have the expertise and experience to help you save money, avoid penalties, and maximize your deductions. We pride ourselves on our attention to detail and our commitment to providing the best possible service to our clients.
Our Mission
Empowering Financial Success
At My Tax Advisers, our mission is to provide professional, efficient, and personalized financial services to individuals and businesses. We strive to stay up-to-date with the latest technology and tax laws, in order to deliver accurate and timely services. Our dedicated team of professionals is here to guide you through the process, answering any questions you may have, and providing support along the way. We are committed to delivering the highest level of service, earning our clients' trust through our 100% satisfaction guarantee.
Meet Our Team
Kenneth J. Quick
CEO & Tax Specialist
Those that know me know I am an energetic and very organized individual who thrives on human contact. Interacting with others is a high priority for me. I love to be a “Part of the Solution”, and receiving my tax preparer accreditation in 1995 was the first step of this lifelong journey.
I prepared my first tax return professionally in 1996 for the 1995 tax year, married Lisa in October of 1997, and our daughter TaylorAnn was born in May of 1999.
After taking some time off professionally and only working tax season to enjoy every moment of her first year, I returned to full time year-round preparing taxes in 2001 and I have not looked back since. I truly enjoy it, and the client contact just as much now, (if not more) than I did then. The reward of helping clients in what some find to be a daunting area of their lives is truly my driving force.
In 2013, I branched out and partnered with Bernstein Financial Services, Inc. in an effort to manage and maintain my own practice, while having a larger company association which allowed me to be full service to my clients. My association with Bernstein continues to remain a strong foundation of the San Diego practice, allowing me to serve clients worldwide, and meet physically when necessary, in both the San Diego, and Van Nuys, CA locations.
Outside of work, I enjoy event planning, cherishing time with friends and family, decorating and volunteering.
If you are a new or perspective client…I welcome the opportunity to meet with you! For returning clients, I look forward to seeing you again soon.
I prepared my first tax return professionally in 1996 for the 1995 tax year, married Lisa in October of 1997, and our daughter TaylorAnn was born in May of 1999.
After taking some time off professionally and only working tax season to enjoy every moment of her first year, I returned to full time year-round preparing taxes in 2001 and I have not looked back since. I truly enjoy it, and the client contact just as much now, (if not more) than I did then. The reward of helping clients in what some find to be a daunting area of their lives is truly my driving force.
In 2013, I branched out and partnered with Bernstein Financial Services, Inc. in an effort to manage and maintain my own practice, while having a larger company association which allowed me to be full service to my clients. My association with Bernstein continues to remain a strong foundation of the San Diego practice, allowing me to serve clients worldwide, and meet physically when necessary, in both the San Diego, and Van Nuys, CA locations.
Outside of work, I enjoy event planning, cherishing time with friends and family, decorating and volunteering.
If you are a new or perspective client…I welcome the opportunity to meet with you! For returning clients, I look forward to seeing you again soon.
TaylorAnn Quick
VP / Team Manager
Born in 1999, I have always liked numbers and knew I wanted to do something in the financial industry. After exploring the options, I had readily available to me through my family and friends it solidified what I knew for a long time that I wanted to work in the tax environment.
Although I originally wanted to do support pieces and stay behind the screen I soon decided that long term I wanted to be a tax preparer. In 2023 I graduated with a degree in accounting and in 2024 I became a registered tax preparer. Although I am not personally ready to file a big number of tax returns I am ready to jump in and start small.
In my free time I enjoy going to theme parks and traveling the world with my family, shopping with my friends, and laying on the couch with my cats crying over Hallmark movies.
I have enjoyed my time at MTA and I am eager to help in any way that I can. Let me know how I can support your needs, and I will make it happen to the best of my ability.
Although I originally wanted to do support pieces and stay behind the screen I soon decided that long term I wanted to be a tax preparer. In 2023 I graduated with a degree in accounting and in 2024 I became a registered tax preparer. Although I am not personally ready to file a big number of tax returns I am ready to jump in and start small.
In my free time I enjoy going to theme parks and traveling the world with my family, shopping with my friends, and laying on the couch with my cats crying over Hallmark movies.
I have enjoyed my time at MTA and I am eager to help in any way that I can. Let me know how I can support your needs, and I will make it happen to the best of my ability.
Lisa Quick
Team Member
I was born in 1963 and raised in La Mesa CA where I continue to live with my husband and daughter. I graduated from Helix High School in 1982, married Kenneth in 1997, and our daughter TaylorAnn was born in 1999.
I began working for Union Bank in 1984 and retired from that same bank 34 years later in 2018. During my time there I worked as a clerk, bank teller, new accounts specialist, and bank officer. I wore many hats in each and every one of those positions, and I pack a diversified skill set because of it. Building friendships with not only my team members, but many long-time clients as well.
In my free time, I enjoy shopping, volunteering, spending time at SeaWorld, playing bingo with friends, and am a cat lover (yes, Kenneth married the crazy cat lady).
I have been part of the My Tax Advisers Team since its conception as Kenneth’s wife, but I took a more hands-on role in 2019, after I retired from the bank. You might hear me answer the phones, meet me in the lobby, or get an email from me, as I am here to help in any way I can.
Michael Bernstein, MBA
Enrolled Tax Preparer
I began my career managing a production department at a large Paper company, and eventually was assigned to the position of financial analyst for a division of the company. Then, in 1987, I started my emphasis in Tax Accounting.
I am a principal in the tax consulting and accounting firm of Bernstein Financial Services, Inc, established in 1987. The firm prepares approximately 2,000 individual tax returns and over 250 business returns (LLC’s, corporations, fiduciary returns, and estate tax returns). The firm also provides bookkeeping services for over 50 companies, producing monthly, quarterly, and/or yearly financial statements for these businesses. Consulting services include business sales and purchases, practical financial planning, Insurance planning, estate planning, and retirement planning.
Professional Designations:
• BS Undergraduate from UC Santa Barbara 1981.
• MBA Master of Business Admin from UC Irvine, emphasis in accounting 1984.
• Enrolled Agent (Enrolled to Practice before the IRS – 1987)
• Owner of Bernstein Financial Services, Inc. since 1987 with approximately 15+ employees)
Questions & Answers
Frequently Asked Questions
What are your fees?
Our fees vary depending on the services provided, so it's best to contact us for a no obligation consultation.
How long will it take to do my taxes?
The time frame for completing taxes can vary depending on the complexity of your tax situation and how quickly you provide us with the necessary information. However, we will work with you to ensure that your taxes are completed as quickly as possible.
Do you do personal tax returns as well as corporate tax returns?
Yes. Our tax preparation services are available to both individuals and businesses.
Why should I use My Tax Advisers to prepare my taxes, as opposed to doing it myself?
While you might be tempted to do your taxes on your own, a tax professional is often able to make valuable tax savings suggestions on your behalf that a software program is not able to do. For many clients, this has proven to exceed the cost of working with us.
How can I get in touch with My Tax Advisers?
You can click HERE to contact us by phone, email, or by filling out the contact form on our website.
We focus on your bottom line
Maximize your tax savings with our expert preparation and filing services. We'll help you find every deduction and credit you're entitled to, so you can keep more of your hard-earned money.