Tax Planning & Compliance for Businesses and Families

A Tax Partner That Understands the Full Financial Picture

More than filings – your tax strategy should help reduce exposure, protect personal and business assets, and support planning across changing needs and goals.

An advisor sitting at a kitchen table with a couple reviewing something on a laptop

Accurate, Timely, and Strategic Support for Complex Tax Needs

At Duffy Kruspodin, tax isn’t just a filing deadline — it’s an opportunity to plan ahead, reduce exposure, and support long-term goals.

Our team provides hands-on support across compliance, planning, and advisory — with deep experience serving closely held businesses, professional firms, and high-net-worth families across a range of industries.

Whether you’re managing multi-entity filings, cross-border considerations, or preparing for generational wealth transfer, we bring technical depth and seasoned perspective to every engagement.

Our Tax Services Include

Industries We Serve

We understand the tax challenges that come with different sectors — from entity structure and regulatory nuances to growth-stage planning and succession. Our team regularly advises clients in:

Two men in aprons standing in a bakery.

Why Clients Work with Duffy Kruspodin

  • Over 35 years of experience with California tax complexity and multistate filings across the United States
  • Integrated services under one roof — tax, accounting, advisory, and more
  • Experienced CPAs and tax professionals with deep technical knowledge and real-world perspective
  • Direct access to senior professionals who understand the stakes
  • Strong track record serving privately held businesses and high-net-worth families


We help clients stay compliant, reduce risk, and plan with greater confidence — no matter how complex the tax landscape gets.

Guided by Experienced Leadership

Man in a suit jacket and button up shirt

JOSHUA J. BODENSTADT, CPA

Partner in Charge, San Diego

Josh leads Duffy Kruspodin’s Tax Services practice, advising businesses, families, and individuals on complex tax matters with structure and consistency.

Known for his hands-on approach, he works closely with clients across industries to support compliance, reduce risk, and plan effectively for the future.

Let’s Talk About Your Tax Needs

We’ll help you assess where you are and build the right plan going forward.
Woman analyzing financial charts on interactive screen.

Strategic Tax Planning for Business Owners: A Complete Guide to Maximizing Profits and Minimizing Liabilities

Comprehensive guide to strategic tax planning for business owners. Learn how to reduce tax liabilities, optimize entity structure, maximize deductions, and leverage retirement accounts for ...
Read More
Wood blocks spelling out 2026 Tax.

2026 Tax Law Changes You Need to Know About

Key 2026 tax changes under OBBBA and SECURE 2.0: new deduction limits, AMT risks, Trump accounts, enhanced 529 plans, and QBI deduction updates.
Read More
A glass jar full of coins and a sticker on the jar with the word donate on it.

2026 Charitable Deduction Rules: Obstacles and Opportunities

OBBBA changes 2026 charitable deductions: itemizers face 0.5% AGI floor, nonitemizers get $1,000/$2,000 deduction. Learn new strategies to maximize benefits.
Read More

Smarter Financial Moves Start Here.

Stay in the know with financial resources, industry insights and news that support smarter decisions - for your business and your life. Delivered monthly.
Newsletter subscribe