Our mission is to provide the highest quality forward planning services, giving businesses and high-net-worth individuals clear, actionable information that helps you achieve your goals.
We offer all the compliance, audit, tax, and other accounting services you expect–and a level of strategic planning you’re unlikely to find anywhere else. Instead of simply viewing personal and business data solely through the prism of the past, we use that information to help you plot a course for the future.
Contact Paul Polito or Don Eppich at 760.599.9900. Paul Polito is at pmp@politoeppich.com; Don is at dpe@politoeppich.com, or you can visit them online at politoeppich.com.
Business Legacy Mentoring and Collaboration
August 27, 2024
Listen to Podcast of the Show
The show’s podcast features two show sponsors who discuss the importance of professional collaboration to best serve the needs of clients. Don Eppich and Paul Polito, both CPAs, are the founders of the Polito Eppich accounting firm, which specializes in accounting services for businesses generating revenues greater than a half a million dollars a year. Rich Gaines of Family Legacy Legal is a Tax Attorney, who has spent his career helping high net-worth individuals plan in order to maximize their portfolios and pass their legacy down to younger generations.
With ever-changing federal and state tax laws, providing the best service for high net-worth individuals and companies requires more than what a single tax attorney or CPA can offer working independently. This is why so many financial advisors are collaborating with other professionals whose core competence is different from their own.
Listen to a podcast of the show
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Are you getting the most out of your accountant?
May 29, 2024
Guest Blogger Paul Polito Often, out of ignorance mostly, clients put their accountants in a box and won’t let them out. I have experienced this. Once a client gets it in their head that “Polito is our tax guy,” it’s really hard to shake that image. Our profession has so much more to offer! When I was ...Continue ReadingDon Eppich Discusses the Problems of One-Year Patch for Expiring Tax Cuts
May 27, 2024
Listen to Podcast of the Show The show welcomed back CPA Don Eppich of Polito Eppich. The accounting firm focuses on serving companies that generate between half a million to 150 million dollars in revenue a year. The discussion will revolve around the premise of the article below by Dean Zerbe, managing Director for alliantgroup. The ...Continue ReadingSan Diego Tax Accountants Talk About Tax Planning Amid Bush Tax Cut Uncertainty
April 17, 2024
Listen to Podcast of the Show San Diego CPAs Don Eppich and Paul Polito discuss year-end tax planning and the Bush tax cuts. Polito Eppich specializes in serving companies with revenues between a half million to 150 million a year. Generally these businesses are dynamic, either growing or divesting, have complex tax structures and “thin financial management” ...Continue ReadingCPAs Don Eppich and Paul Polito Join the Show
February 18, 2024
Listen to Podcast of the Show On Sunday March 4th, Richard and Joe interviewed Don Eppich and Paul Polito about business strategy and taxation. Polito Eppich specializes in serving companies with revenues between a half million to 150 million a year. Generally these businesses are dynamic, either growing or divesting, have complex tax structures and “thin ...Continue ReadingDon Eppich and Paul Polito, CPAs and Business Advisors Discuss Operating a Privately Held Company
June 1, 2017
Listen to Podcast of the Show Richard and Joe welcomed CPAs and Business Advisors, Don Eppich and Paul Polito, founders of Polito Eppich Accounting which specializes in accounting services for businesses generating revenues from $500k to $150 million a year. Generally, these businesses are dynamic, either growing or divesting, have complex tax structures and “thin financial ...Continue ReadingThe Changing Profession of Accounting
June 5, 2015
This week Richard was joined by show sponsors Don Eppich and Paul Polito, founders of the Polito Eppich accounting firm which specializes in accounting services for businesses generating revenues from $500k to $150 million a year. Generally, these businesses are dynamic, growing, and have complex tax structures but limited financial management resources. Combined with their ...Continue ReadingPractical Advice on Growing Your Business
May 15, 2014
Rick Day has built and sold businesses for most of his career. After serving in the US Navy and earning a BS in Finance from San Diego State, Mr. Day founded and build the value-added-reseller communications company Daycom Systems. He was involved in all aspects of the business and it was sold in 2009. Since ...Continue Reading