Business Tax Preparation and Planning

Small business is the backbone of America’s economy. The passion that entrepreneurs bring to the world is contagious and needed! Statistics show that three of the most prevalent reasons businesses fail are growing too fast, too much debt, and taxes!

Don’t let the lack of planning be a hindrance to your business success! We specialize in strategizing effectively and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars. If we don’t immediately know the answer to a question, we spend time researching and return with an answer you can depend on.

We recommend Tax Saving Strategies that help you…

    • Grow and preserve assets by keeping Uncle Sam out of your pockets.
      Defer income so you can keep your money now and pay less tax later.
    • reduce taxes on your income so you keep more of what you make.
    • reduce taxes on your estate so your family keeps more of what you’ve made.
    • reduce taxes on your gifts so you can give more.
    • reduce taxes on your investments so you can grow your wealth faster.
    • reduce taxes on your retirement distributions so you can retire in style.

Here’s just a few of the Tax Saving Strategies we use…

    • Splitting income among several family members or legal entities in order to get more of the income taxed in the lower bracket.
    • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
    • Deferring tax liabilities through certain investment choices such as pension plans, contributions, and other similar plans.
    • Using certain investments to produce income that is tax-exempt from either federal or state or both taxing entities.
    • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

      Remember, we work for you, not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

If you’d like to receive more information about our Tax Planning Service, please complete this form.


  • (916) 850-0245
  • 1024 Iron Point Road, Folsom, CA 95630


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