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
Services for Businesses
Small Business Accounting
Books a Mess: No Problem!
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits. If you’re like millions of business owners using QuickBooks or other popular accounting programs, you aren’t getting the information you need to make the right business decisions.
Accounting programs help you compile “the books.” 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?
Each month or quarter we’ll do the following things for you…
- QuickBooksor other accounting software data entry
- Reconcile your bank account
- Generate an income statement
- Generate a balance sheet
- Clean up your general ledger and maintain it
- Provide regular consultations
- At year end we will also prepare your business tax return.