At Petix & Botte Tax, our mission is to develop a trusting, long-term relationship with you as we assist you in tax preparation and planning. 

Meet Our Team

We have a team of experienced and knowledgeable preparers and staff, including three Enrolled Agents, who are committed to preparing accurate and timely tax returns with integrity and professionalism.  An enrolled agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service.

Our Services

Petix & Botte Tax and Business Services (formerly Tax & Financial Services Inc.) was established in 1987 to help individuals and small businesses with all of their tax preparation and planning needs. Incorporated in 1998, our firm is owned and operated by Vickie Petix and Paul Botte, who have provided tax preparation services for a combined 58 years to clients in the greater San Diego area and throughout the country.  Our services include tax preparation and planning for individuals, businesses, and fiduciaries.

New Clients

We live in a complex and ever-changing tax environment. Chances are, your life is full of changes as well. We are here year-round to provide you with tax planning and preparation that will benefit you the most, no matter what your stage in life. Click below for information on becoming a new client.

Need Tax Planning services?  

Contact us today to begin organizing your taxes, and easing your stress.