It is our job to see that you pay no more tax than the law requires.
We monitor the changes in the tax law that could affect you and recommend tax-saving strategies. We will prepare all your tax returns and serve as your advocate in all tax matters.
If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your business.
Tax planning and identifying tax-cutting techniques can be complicated if you are not familiar with the language of the tax code. We will work to help you understand the opportunities and benefits of tax planning as it applies to your specific situation.
There are actually several basic tax-cutting strategies, and most plans involve one or a combination of them. In a nutshell, the strategies are:
- Splitting income among several family members or legal entities in order to get more of the income taxed in lower brackets.
- Shifting income from one year to another in order to have it fall where it will be taxed at the lower rate.
- Shifting deductions from one year to another to place them where the tax benefit will be greater.
- Deferring tax liability through certain investment choices and through pension plan contributions.
- Structuring your affairs to obtain a tax deduction for some expenses paid for things you enjoy — a vacation home, for example.
- Investing your money to produce income that is exempt from either federal or state income tax, or both.
Contact us and we'll discuss your financial and tax situation and determine how we can help you.
News & Resources
- Memo: Will the new "repair regulations" affect your business?
- Memo: Congress extends tax breaks
- Tax Tip of the Week
- Business Tip of the Month
- Financial Tip of the Month
- Online Advisor newsletter
- Taxes QuikGuide™
Rates, Dates, & Requirements
- Tax Legislation Highlights
- Tax Planning Letter
- The Reference Section
Over 100 wealth-improvement articles
- Tax Calendar
Keep track of major tax deadlines
- Frequently Asked Tax Questions
- Fraud Alert
- Client Update newsletter
- Money Matters: A Glossary
180 Park Road
Burlingame, California 94010
Fax: (650) 342-6371