Why California Tax Planner?
The way we run our practice is rooted in tax planning. Our philosophy is to find ways to legally reduce tax liabilities and keep more of what our clients earn in their own pockets. Each new client, corporate and personal, is given a tax analysis in which we review prior tax returns as well as current financials in order to identity missed opportunities and prior mistakes which resulted in unnecessary tax expenditures. From there, we implement a personalized plan to save the client thousands.
Our clients include, but are not limited to Entertainment Industry, Manufacturing and Professional Service Businesses, Doctors, Dentists, Adult Day Care and Home Care Centers.
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10 Most Expensive Tax Mistakes
How to Beat The IRS. Legally!
To minimize your taxes; you need a plan. You need concepts and strategies that leave more on your bottom line, without raising “red flags” or straying into “gray areas.”
Most accountants do a fine job recording history – the history you give them! They compile monthly, quarterly, and annual books and records. At tax time: they put the “right” numbers in the right boxes on the right forms, and file them by the right deadlines. But then they call it a day.
It doesn’t matter how good your current accountant is with a stack of receipts on April 15. If you haven’t planned right, by April 15 it’s just too late.
Have you organized your business right? Do you have the right benefit plans for yourself and your employees? Do you have the right retirement plan to prepare for your future. Are you taking advantage of all the legitimate deductions, credits, loopholes, and strategies the tax code offers?
At tax time, your books tell your accountant how much tax you owe. You scramble for more receipts and more deductions. But by tax time, it’s usually too late to do anything more. Is that all you really want?
How We’re Different?
Yelena Elbaum, besides being a CPA since 2004, for years was a member of American Institute of Certified Tax Planners, received specialized training for Proactive Tax Planning and worked closely with a network of highly trained CPA’s/CTC’s (Certified Tax Coach) around the country. Now we bring our clients combined expertise in virtually every field of taxation, identifying proactive tax planning opportunities and applying them to each client’s unique situation.
We give you a proactive plan full of court-tested, IRS-approved strategies for minimizing your taxes. We don’t just record the history you give us. We go beyond, to give you proactive advice and strategies to help you earn more and keep more. We do not settle for after-the-fact planning. Too often, that means outdated information, nasty surprises on April 15, and no feeling of control.
What’s the bottom line?
We empower you to achieve your dreams.
We educate you in a language you understand – (we save the CPA gobbledy goop for all those lively CPA membership club meetings).
We highlight areas in which you are strong and those that need improvement.
We help you set goals and help hold you accountable to achieve your dreams.
We design and help you implement innovative, customized tax strategies that minimize your taxes and your risk of audit.