Cambridge Tax Solutions, Inc.

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Ideal Clients

Our ideal clients are those business owners that want to assure that their business and individual assets are protected. Individuals that want to make sure that they are taking advantage of all the tax deductions that are available to them and those individuals that want to take a look at their retirement plans and find optimal changes to assure tax free distributions.

Our firm concentrates on tax savings, via tax planning, incorporating, representation before the IRS and tax return reviews.

We have access to a Tax Attorney that specializes in Estate Planning, Incorporation, Trusts, Premium Financing or Qualified Leverage Strategies, amongst others.

Your insurance needs can be addressed by a full-service insurance brokerage agency that has a network specialized insurance companies. The company offers a comprehensive array of life insurance products, business strategies and Retirement Plans converted into tax free distribution plans.

Leave us your questions and we will get back to you. We can only help you.

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    Contact Information


    910 W San Marcos Blvd. # 103
    San Marcos, CA 92078


    Monday – Friday
    8:30 am – 4:00 pm

    (760) 752-1000

    ☎ Jose Mendoza, CPA

    (858) 345-0803

    ☎ Joe Petrucelli

    Estate Planning & Tax Attorney
    (760) 410-0228