Irvine Tax Planning

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Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies for you and your business to maximize your after-tax income year-round. 

We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars. Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

For more information on tax planning services read on, or:

Visit Our Fees page for info on rates.                                                               Visit Contact Us page to do just that. 

 

We recommend Tax Saving Strategies that help you...

• grow and preserve assets by keeping Uncle Sam out of your pockets.
   
• defer income so you can keep your money now and pay less taxes later.
   
• reduce taxes on your income so you keep more of what you make.
   
• reduce taxes on your gifts so you can give more.
   
• reduce taxes on your investments so you can grow your wealth faster.
   
• reduce taxes on your retirement distributions so you can retire in style.

Here are just a few of the basic Tax Saving Strategies we use...

• Splitting income among several family members or legal entities in order to get more of the income taxed in lower brackets.
   
• Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
   
• Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
   
• Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
   
• Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.