Tax Planning
Putting the Pieces of Your Tax Puzzle Together Starts With Expert Tax Planning
No one wants to pay more than they have to in taxes because maximizing your income means minimizing your income tax liabilities.
You deserve access to the same professional tax preparation and tax planning techniques available to large companies. Let our team of CPAs, Enrolled Agents and other professionals help you stay focused on your success by letting us focus on your business and personal tax issues.

We go beyond tax compliance and proactively recommend plain-English concepts and strategies to maximize your after-tax income.
We’re Committed to Helping You (click to expand)- 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.
No cost, no obligation consultation: let’s take a look at your situation and previous years’ tax returns to see if we can identify more ways to save you more money on your taxes.
Call us at 916-773-7053 to schedule an appointment, or complete at submit the form, at right.