Tax Planning Strategies

Tax Planning Strategies

Our tax department is among the top in the country in understanding your needs and developing a strategy to minimize the taxes you pay. We perform a variety of services and can work in conjunction with your CPA or other professional advisors to make sure that your overall tax bill is as low as it can legally be.

We are aware of new developments in the tax laws and emerging issues that could affect your tax planning. When we discover changes that affect your tax situation we are proactive in educating you and in recommending solutions.

  • Annual Tax Strategy
  • Event Tax Strategy
  • Legal Representation before IRS
  • Offers-in-Compromise
  • Tax Return Preparation
  • Financial Statement and Balance Sheet Preparation


“I’m so glad you have put together my plan. I feel emotionally comforted knowing my estate is set up correctly and that it gives me protection. We all know we need to put these measures into place, but we don’t know how and are not very good about putting all the details together. There is no question that I feel safer and more comfortable knowing our protection is set up, because you never know what tomorrow is going to bring.”

Dr. Robert from California


Contact Us