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
Individual Services
Professional Tax Preparation
Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there’s no substitute for the assistance of an experienced tax professional.
- We show you concepts and strategies the tax software overlooks.We use those strategies to ensure you will pay less tax or get a bigger refund!
- We check and recheck your tax return to identify potential IRS “red flags” and limit IRS contacts.
- We file your return electronically to get any refund quicker.
- We help you adjust your payroll withholding to get more money back each paycheck. (Why give the IRS an interest free loan for up to 16 months?)
How Much Does TurboTax Really Cost You?
Did you know that millions of Americans who file their own tax returns pay the wrong amount? Just ask Treasury Secretary Tim Geithner, who missed $14,847 in self-employment tax using TurboTax to file his own return! H&R Block claims Americans overpaid by $1 billion in taxes last year!
Tax-prep software helps you fill out the forms. But software is just a tool, not a solution. You still have to know how to use it. Sure, you can buy your own scalpel. But does that mean you should take out your own appendix?
One of our core specialties is the preparation of tax returns for individual taxpayers. Over the years literally 1000’s of Federal and State returns have been prepared and filed.