Income Tax Help for People and Businesses

Minimizing Your Federal and California Income Tax Obligations

At the Tax Office, Inc. we love challenges and we’d love to help you proactively manage your tax liabilities. The process starts with your personalized proactive tax strategy. Here’s how it works:

  • You start with a brief interview with a Client Consultant. We want to hear about where you are now, and where you want to be.  We’ll ask a few easy questions about your current situation and from that determine the best Proactive Tax Strategy program for you.
  • You’ll complete our brief Tax Questionnaire. This is where you tell us you’re financial, business and investment goals and where your money currently goes. 
  • Your personal strategist reviews your information and develops a comprehensive Proactive Tax Strategy.  This process typically takes two weeks so we can research your best possible options. This is the stage where the cool things happen!  In fact, the average savings for a taxpayer as a result of their Tax Strategy plan was over $14,000 per year!
  • You’ll talk with your personal Tax Strategist to review the details of your plan and to get your feedback.  Typically, this will last about two hours.  It’s so packed with information, though, that we write up your customized strategy so you won’t miss a thing!  
  • You get a written strategy plan, along with information on all available deductions, credits, loopholes, and strategies.
  • About two weeks after the initial consultation, we will follow up with a phone call with your Strategist to cover the details of the first meeting again or to go through new questions you’ve uncovered.

“Most accountants do a fine job of filing tax returns – getting the right numbers in the right boxes on the right forms. But that's not nearly enough. The real secret to managing taxes is planning. 

Chris Coggins is a member of an elite group of accountants nationwide that are dedicated to tax planning to save clients money."

Edward A. Lyon, JD

TaxCoach Software, LLC

Call us at 916-773-7053 to schedule an appointment, or complete and submit the form at right.