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(949) 474-7012

23 Corporate Plaza Dr. Suite 150

Newport Beach, CA 92660

Tax Planning

Proper tax planning helps you increase the opportunity to minimize taxes as well as anticipate the amounts that will become payable in the future.

Tax planning is not done with a rear view mirror. It is done on a proactive basis looking toward the future.

With our help, projections of taxable income are prepared. These projections serve as the starting point of effective tax planning. This allows us to anticipate the effect that tax law changes and any changes in your business or personal situation will have on your financial goals. Tax planning is a significant part of the year-round contact we have with our clients.

 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 taxes 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 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.