STEPPEDUP ADVISORY GROUP LLC
Licensed
Licensed
Responds in about 3 hours
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About
Most accountants focus on filing tax returns. We focus on helping clients legally pay less tax. We specialize in proactive tax planning for real estate investors and business owners, including entity structuring, cost segregation, depreciation strategies, and long-term tax planning. Clients work directly with an experienced CPA who takes the time to understand their goals and develop strategies tailored to their situation.
Overview
Hired 1 time
Serves San Diego, CA
Background checked
License verified
3 employees
6 years in business
Business hours
SunClosedMon8:00 am - 5:00 pm
Payment methods
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Credentials
License verified
CPA – Certified Public Accountant
License state: CA
Background checked
Passed by Joaquim Resende Neto on Aug 2, 2026.
Services offered
Employment status
Customer is self-employed
Work location
I work remotely (phone or internet)
Reviews
Customers rated this pro highly for professionalism, value, and work quality.
5.0
1 review
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Michael M.
Aug 7, 2026
Joaquim was knowledgeable, responsive, and incredibly thorough. He took the time to understand my situation, explained everything clearly, and identified tax planning opportunities that my previous accountant had never discussed with me. I especially appreciated his proactive approach and expertise with real estate and small business taxes. I highly recommend Joaquim to anyone looking for a CPA who goes beyond simply preparing tax returns.