Tax Planning Services
Many small business owners wonder when to start tax planning. The answer is right now. Effective tax planning must be proactive so whether your business is new or established, when we become your CPA firm, we’ll begin planning for tax time immediately. We’ll work throughout the year to help you get all of the tax breaks available to your business so you save the most money possible. We look at everything from last year’s tax return to your business entity to identify how to reduce tax liabilities and increase profits. Our strategies are reliable, ethical, and effective for all types of small businesses. For individuals, we also recommend a variety of techniques to maximize after-tax income and put more cash in your wallet.
Tax laws are constantly changing and being revised. This can provide opportunities to take advantage of different deductions and save you more money. Using the latest tax legislation, we'll identify the best ways to legally lighten your tax burden, keep you in compliance, and avoid trouble with the IRS.
Tax Accountant in San Diego, CA
Find out how our tax planning services can minimize tax exposure for you and your business. Call 619-782-9131 now or request your free consultation online.
- Minimizing taxes for small businesses
- Income tax planning for individuals
- Alternative minimum tax planning
- Multi-state tax compliance
- Succession planning
- Estate tax planning
Jerry Morey has earned the special designation of being a Certified Tax Planner (CTP). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you.