TAX PLANNING CONSULTATION

We offer Tax Planning Consultation service to help individuals or businesses develop strategies to minimize tax liabilities while ensuring compliance with relevant tax laws.

We will develop a strategic approach to managing your financial affairs to legally minimize tax liabilities. This may include optimizing deductions, credits, and exemptions.

Tax planning often intersects with investment planning. We will help you structure your investments in a way that maximizes tax advantages, considering factors like capital gains, dividends, and interest income.

We stay informed about changes in tax laws to ensure clients take advantage of all available tax credits and deductions.

Effective tax planning is not a one-time event, it’s an ongoing process. Therefore, we provide year-round services and continue to assess your financial situation and adapt strategies based on changing circumstances.

For clients at retirement age, we will help you plan your contributions to retirement accounts, manage distributions, and optimize the tax efficiency of your retirement income.

Estate planning is closely tied to tax planning, especially in terms of minimizing estate taxes. We will assist you in structuring your estates to minimize the tax impact on heirs and beneficiaries. We also can help you create a living trust. (Please see the “Living Trust” tab)

Please call us at:

Orange County

9191Bolsa Ave suite 227 228, Westminster, CA 92683

Email:

Phone: (714) 733-9377

San Diego

7323 Convoy Ct, San Diego, CA 92111

Email:

Phone: (858) 573-1188