Tax Planning and Tax Return Filing

 
Tax Planning and Tax Return Filing
 

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Tax Planning and Tax Return Filing

Investment Review

Financial Planning
and Calculators

Estate and
Gift Planning

Recordkeeping
for Taxes

Business Solutions

Financial Statements

Links of Interest

Professional Services and Experience

Contact Us!

 

  

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 affect you and recommend tax saving strategies. We will file 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
There is a certain mystique that has grown up around tax planning and tax-cutting techniques. We are here to put tax planning in plain English for you.

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.

Professional Help
Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.

We prepare many tax returns every year. We know what to look for when your return is prepared. More importantly, you have someone to ask questions of during the rest of the year. And we will put you on our mailing list to receive timely tax and financial advice.

Call us!

Why don't you call us? We will discuss your financial and tax situation and determine how we can help you.

What are your chances of being audited by the IRS?
Click HERE to do a quick estimate.

  

Our Home Page | Tax Planning and Tax Return Filing | Investment Review
Financial Planning and Calculators | Estate and Gift Planning
Recordkeeping for Taxes | Business Solutions | Financial Statements
Links of Interest Professional Services and Experience | Contact Us!

 

Daniel C. Moreno, CPA Daniel C. Moreno
Certified Public Accountant

180 Park Road
Burlingame, California 94010
Telephone (650) 342-5915
Fax: (650) 342-6371
dan@danmorenocpa.com