Coastal
San Diego, California
Home of the firm — real estate, technology, and trust & estate work.
9404 Genesee Ave, Ste 210, La Jolla, CA
858-657-9000Strategic Tax & Advisory · Two offices, one firm
A new firm,a standard that holds.
JMO & Co. is a newly formed tax and advisory practice — planning, preparation, accounting, payroll, and representation, handled by people who know your file.
Newly formed and deliberately built. We kept what was worth keeping from the practices behind us, and rebuilt the rest around the work itself.
The long view, kept close
One
Firm
Two regions, one standard
6
Practice pillars
Tax, accounting & advisory
Year-round
Counsel
Not just filing season
Our practice
Fiscal clarity, structured into pillars.
Complex tax and accounting, distilled into a clear foundation. Each pillar opens to a full page — never crowded, always considered.
01
Explore Strategic Tax Planning
Year-round planning that lowers current and future tax — before the year closes, not after.
02
Explore Tax Preparation
Careful, timely preparation for individuals, partnerships, S-Corps, C-Corps, and trusts.
03
Explore Bookkeeping & Accounting
Bookkeeping built on QuickBooks, a disciplined monthly close, and statements you can actually read.
04
Explore Business Advisory
Advisory for transactions, growth, and structure — financial data translated into decisions.
05
Explore Payroll Services
Payroll on a monthly, quarterly, or annual cadence — handled so your team can stay focused.
06
Explore IRS Audit & Notice Representation
Steady representation when a notice or examination arrives — you do not answer it alone.
“We are there when our clients need us — for tax advice, preparation, a business transaction, a life event, or an IRS notice.”
Industries we serve
Sector-specific fluency.
The tax code rewards specialists. We go deepest in real estate, technology, and trusts & estates — from property investors and founders to trustees and executors.
Real Estate
Depreciation, exchange, basis, and entity structuring for owners, developers, and investors.
Technology
Entity selection, equity compensation, R&D treatment, and multi-state nexus for founders.
Trusts & Estates
Fiduciary returns, trust accounting, and coordination with beneficiaries and executors.
Small Business
Bookkeeping, payroll, tax, and advisory in one coordinated relationship for owners.
High-Net-Worth Individuals
Coordinated planning for investment income, multi-state residency, trusts, and life events.
Relocation & Residency
Puerto Rico Act 60, state domicile, and the documentation that protects a move's benefit.
The firm
A new firm, deliberately built.
JMO & Co. was formed to bring two practices under one name and one set of standards. The name is new; the discipline behind it is not.
I
Two Practices
Two established practices, each built on close relationships and counsel that ran all year rather than only in filing season.
II
One Firm
The practices are brought together deliberately: one standard, one set of systems, one way of working.
III
JMO & Co.
The new firm takes its name and starts fresh where it counts — staffing, process, and the quality of every file.
IV
What Comes Next
A firm small enough to know each client's file, and organized enough to plan years ahead.
We take the long view. Close relationships, plain answers, and work that holds up years after the return is filed.
Two regions, one standard
Where we work.
A physical presence in two places — so the foundation we build is grounded, wherever you are.
High-Altitude
Denver, Colorado
Energy, small business, and multi-state strategy across the Front Range.
Denver, Colorado
720-706-3770Insights
Thinking ahead, in writing.
Tax PlanningOctober 2026
Year-End Tax Planning: A Q4 Checklist
The decisions made before December 31 shape the return you file in April. A practical checklist for individuals and business owners.
6 min read
PlanningSeptember 2026
The Long View: Planning as a Standing Conversation
The return filed in April is written all year. A case for treating tax planning as an ongoing relationship rather than an annual event.
5 min read
RelocationSeptember 2026
A Residency Checklist for State Moves and Puerto Rico
A move can reshape your tax position more than any return. What to document before, during, and after a relocation.
7 min read
Begin the conversation
A foundation starts with a single conversation.
Tell us where you are and what is coming. We will tell you plainly whether we are the right firm for it.
San Diego
858-657-9000Denver
720-706-3770