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
Tax Return Preparation
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 over $1 billion in taxes every year!
It is just too easy to overlook deductions and credits to which you are entitled. There’s no substitute for the assistance of an experienced tax professional.
Retirement Planning
How much income do you need to maintain your current lifestyle in retirement?
What mistakes people do?
The general rule of thumb is to figure that you will need approximately 80% of your current annual income in retirement.