Tax Accountant Granada Hills 818.368.5374   | Contact

Tax Planning

We can help you determine if you need Tax planning, answering questions like: can you start putting money away for a house?

We can help you determine if you need tax planning, answering questions like: "Can you start putting money away for a house? What are the available municipal bonds tax free income, etc.?"

By analyzing your financial situation, we can help you align your financial goals and discover the best ways to accomplish them in the most tax-efficient approach possible.

What are the available municipal bonds tax free income, etc.?

Our tax planning services include:

  • Year-end planning
  • Alternative Minimum Tax analysis
  • Multi-state
  • Gift and estate tax plan reviews
  • Living trust reviews
  • Formation of Private Foundations, domestic
  • Formation of Family Limited Partnerships
    • Estate tax savings
    • Asset protection
  • Retirement tax planning
  • Trust and estate tax planning
  • New business ventures
  • Domestic and professional referrals attorneys, accountants

Rather Stop By?


Just call and let me know in advance!
(818) 368-5374
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FAQs


If I make a mistake on my federal return, what should I do?

When do I have to file quarterly individual estimated tax payments?

If I am in a payment plan for last year's federal taxes, can I still receive a tax refund?


More Questions
A Stone's Throw | Personal & Business Tax Services
Call for your free initial consultation or to setup an appointment.
(818) 368-5374
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