Call 661-821-0261

Tax Planning Services

Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. Services provided include:

  • Pro-forma tax liability projections
  • W-4 withholding optimization
  • Estimated payment calculations
  • Retirement plan contribution optimization
  • Capital gains planning
  • Business entity selection and formation