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
Proactive Tax Planning
#1 Mistake – Failing to Plan
There is nothing wrong with a strategy to avoid the payment of taxes. The Internal Revenue Code doesn’t prevent that.
William H Rehnquist
Former Associate Justice of the Supreme Court of the United States
Time is running out. Some of the most valuable strategies have to be put in place by midnight on December 31, the earlier the better. Otherwise, like Cinderella’s carriage turning into a pumpkin, you lose them forever!
Taxpayers who really want to beat the IRS cannot afford to wait until April 15 for their accountant to start working magic with a stack of taxpayer receipts. They need a plan now for taking advantage of every deduction, credit, loophole, and strategy allowed.
Our tax coaching service gives you a plain-English plan for minimizing your tax. We can’t predict how much tax coaching might save you. But clients just like you have used these strategies to save thousands, year after year.
H&R Block claims Americans overpaid by $1 billion in taxes last year! You owe it to yourself to make sure you’re not missing any legal deductions.
Most tax professionals say they provide tax planning service. But most clients say they’ve never heard any ideas from their tax pro.
So how does our proactive planning works?
- First our tax coaching service quizzes clients on their families and homes, jobs, businesses, and investments. This will take only 15-30 min of your time.
- Based on our findings we will deliver you a mini plan that will outline the directions for saving you money. You have nothing to lose, we will do all this for free.
- Once you approve the mini-plan – we will provide you with very specific strategies and concepts for saving taxes for your particular situation.We will go with you through each step and give you exact amount that you will be saving by implementing all of our strategies. Most likely you were losing this money year after year.
We also offer:
- Implementation services to assist you in implementing the strategies so that you get all of the deductions you are entitled to.
- Fixed price maintenance plans – You can select from one of our three maintenance programs that include tax preparation, ongoing support, business analysis and other services.