TAX PLANNING

Study shows that tax planning is an effective way for companies to gain capital without taking on debt. 1

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Reducing the amount you owe

Tax planning involves more than maximizing deductions at tax time. Active planning throughout the year is essential. We take the time to understand your business and its goals to help craft an effective tax plan. We’ll keep you informed all year about tax planning issues that impact on you and your business. As Orange County’s premier CPA firm, you’ll rest assured that we stay on top of all the tax law changes and actively communicate with you to help maximize your profits.

Increasing What You Make

Whether it’s setting up a retirement account, choosing an investment, or restructuring a business or trust, we have effective strategies that will keep more money in your pocket.

1Do Financing Constraints Lead to Incremental Tax Planning? https://onlinelibrary.wiley.com/doi/abs/10.1111/1911-3846.12679