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Tax Preparation & Strategic Planning
Transform tax season from a stressful scramble into a strategic advantage with year-round planning and expert preparation.
The Problem: Tax Season Shouldn't Be This Hard
Every year, the same pattern repeats itself. As tax deadlines approach, you find yourself:
Scrambling to gather documents at the last minute
Searching through emails, bank statements, and receipts while the clock ticks down to April 15th.
Worrying about missed deductions and credits
Wondering if you're leaving money on the table because you don't know what tax strategies apply to your situation.
Facing unexpected tax bills with no preparation
Getting hit with a large tax liability that could have been avoided with proper quarterly planning.
Losing sleep over potential audits or penalties
Uncertain whether your return is accurate and compliant, especially with complex multi-state situations.
Tax preparation shouldn't be a once-a-year crisis. You deserve proactive planning that minimizes your liability and maximizes your peace of mind.
My Comprehensive Approach to Tax Services
I combine expert preparation with strategic planning to ensure you pay the lowest legal tax while staying fully compliant.
Expert Tax Preparation
Accurate, timely preparation of federal and state returns for individuals and businesses across California and Texas.
- Individual (1040) and business entity returns
- Multi-state filing expertise for CA & TX
- Complex situations: investments, rentals, multiple income sources
- Extension filing and amended return support
Proactive Tax Planning
Year-round strategy sessions to minimize tax liability and identify opportunities for savings.
- Quarterly estimated tax calculations and payments
- Entity structure optimization (LLC, S-Corp, C-Corp)
- Retirement account strategies and contribution planning
- Major transaction planning (asset sales, business purchases)
Compliance & Audit Support
Comprehensive compliance management and representation if issues arise.
- IRS and state tax authority correspondence handling
- Audit representation and defense
- Notice response and penalty abatement requests
- Payment plan negotiation and setup
Personalized Advisory
Direct CPA access for strategic financial guidance throughout the year.
- Regular check-ins to review tax position and opportunities
- Life event planning (marriage, home purchase, retirement)
- Business growth strategy with tax implications
- Email and phone support when questions arise
What's Included in Your Tax Service
Every tax engagement includes these essential components to ensure accuracy, compliance, and strategic optimization.
Comprehensive Tax Return Preparation
Strategic Planning Sessions
Documentation & Organization
Ongoing Support & Communication
Who Benefits Most from This Service
This Service Is Perfect For You If:
You own a business or professional practice and need expert tax guidance
You have complex tax situations with multiple income sources, investments, or rental properties
You live or work across state lines (California and Texas)
You want proactive tax planning, not just annual preparation
You value direct access to a CPA throughout the year
You'll Get the Most Value If:
Your annual income exceeds $100,000 or your business revenue exceeds $250,000
You're ready to invest in strategic tax planning to save money long-term
You want to optimize your business structure for tax efficiency
You're planning major financial decisions (business sale, large purchases, retirement)
You need peace of mind that your taxes are handled correctly
Ready to Transform Your Tax Experience?
Schedule a complimentary consultation to discuss your tax situation and explore how we can help.