Santa Rosa, CA Accounting Firm | Tax Planning Page

Our seasoned staff of professionals (CPA, Enrolled Agent and Tax Preparers) have prepared over 10,000 tax returns for our clients. We strive to assist you in the reduction of your tax liability to the least amount that the law demands by providing year-round tax planning services. We complete the process of tax reduction by the timely and accurate preparation of your tax returns.

Satisfied clients return year after year. Because we continuously meet or exceed the needs and expectations of each of our clients, they continue to use our services and are comfortable referring our firm to other individuals, small businesses and homeowners' associations. We were honored by being awarded Sonoma County's Best Accounting Firm for 2001 as voted by the readers' of Sonoma Business Magazine (now the Sonoma Edition of Northbay Biz).

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

Professional tax planning and tax preparation services are provided to our clients in each of the following areas:

- Individuals - Partnerships - Corporations - S-Corporations - LLPs and LLCs - Estates and Trusts - Homeowners' Associations - Exempt Organizations

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 estate so your family keeps more of what you've made.
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's just a few of the 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 bracket.
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.

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.