Icono Financial Services, Inc.

Over 100 Years of Experience

Accounting & Bookkeeping

 We can replace your back office with accounting, payroll, and bookkeeping support. When it comes to complex issues, rely on us.  


  • Full Charge Bookkeeping
  • Tax Preparation
  • Cash Flow Management
  • Controller Financial Reporting
  • Business Assessment
  • Accounting Consulting Services
  • Payroll
  • Workman’s Compensation
  • Financial Statements
  • Month End Reconciliation
  • Business Sales and Property Tax Filings
  • Accounts Receivable
  • Accounts Payable
  • Financial Statement Preparation
  • Restaurant Accounting/Prime Cost Reporting
  • Quickbooks File Setup
  • New Business Startup and Incorporation Assistance
  • Credit and Collections
  • Purchasing
  • Human Resources
  • Preparation of Annual Budget
  • Cash Flow Forecasting
  • Internal General Ledger Audits
  • Supervision and Analysis of Current Accounting Staff
  • Creation of Processes and Procedures
  • Assistance with Completing Credit Applications
  • New Vendor Setup, including Vendor Checks for creditworthiness

Your Taxes, Simplified

We’re dedicated to our clients. And we've represented them in audits with the IRS, FTB, and EDD. This keeps us current on tax laws so we’re always ready for the toughest situations.  


  • Free Consultation: Information on our products, services and how we can better serve you has always been free at Icono.
  • Accuracy Guarantee: Our agents will give you the most accurate return and the largest possible refund, or work to find more deductions or breaks to lower your tax liability. If the office makes an error in the preparation of your return that results in penalties and interest, the office will reimburse you for the associated penalty and interest initially assessed.
  • Year Round Support: Our offices are open year round to help serve you better.
  • Audit Assistance: If the IRS audits you for a return we prepared, we will accompany you to the audit to offer assistance by explaining our methods of income tax preparation.
  • Correspondence Assistance: We will help you handle all IRS and state tax return correspondence that you get, including audits, letters and inquiries about your tax return.

Real Estate Sales

When buying or selling your home it’s important to garner the services of an expert, backed by over 100 years of experience in San Diego’s real estate market. When representing you, our agents will draw on their extensive knowledge of the local market and vast domestic and international connections.We specialize in international relocation and high-end residential properties.

Our Domestic & International Sales Services Include: 

  • Single Family Homes
  • Condominiums
  • Commercial Properties
  • Multi-family homes
  • Land 

Appraisal Services

We perform all standard residential types of appraisals and specialize in both complex real estate appraisal assignments and high-end residential properties in San Diego County.  

Whether you are a lender, attorney, accountant, property asset manager or a homeowner, we will provide you a high-quality real estate appraisal with a fast turn around time, usually within 48 hours.  We realize that you may not be familiar with the appraisal process, we are always happy to advise and educate you on the many appraisal options available to you.  

  • Loan and Sale (Residential)
  • Homes
  • Condos
  • Land
  • Multiplexes
  • Litigation Support
  • Trust Management
  • Divorce and Dissolution
  • Insurance
  • Relocation and Private Interests

Contact Us

Get in Touch

Icono Financial Services, Inc.

5095 Murphy Canyon Rd # 250, San Diego, CA 92123

Phone (858) 569-8297 Fax (858) 569-6031


Monday - Friday: 9am - 5pm

Saturday: Closed

Sunday: Closed