43460 Ridge Park Dr, Suite 200
Temecula, CA 92590-5518


Who Needs Tax Planning?

If you are a Business owner, Real Estate Investor or Long-Term Investor, you probably need tax planning. Understanding the difference between tax preparation and tax planning could save you thousands of dollars.

It's Not How Much You Make, It's How Much You Keep

  • Tax Preparation: We help with compliance but our services are more than just putting numbers on a form to satisfy a filing requirement. We use this time to understand your situation and develop affordable strategies, we can help you avoid costly decisions.
  • Tax Planning: Develop current and future tax strategies to help you keep more of what you earned. Tax planning is not a singular event. It's constantly evolving as a result of tax law, financial markets, and changes to your personal situation. Be ProActive! Missed Opportunities equal a High Tax Bill.
  • Tax Resolution: We help give you a fresh start through compliance by filing delinquent taxes, offer in compromise, negotiating installment agreements or bank levy or wage garnishment. Receiving an IRS letter or being audited can be an intimidating and complex process. Let's be your tax advocate.
  • Tax Research: The tax code can be complicated let our years of service unravel the mystery for you.
  • Representation before Internal Revenue Service: We are our clients' advocate. Knowing what to say to get a better outcome is the key.
  • Representation before State Agencies: Each State is different and most do not conform to the IRS rules knowing the difference is important.
  • Quickbooks
  • Setup system, Maintenance & Instruction
  • Chart of Accounts
  Business Consulting
  • Start-up Companies
  • Entity Selection
  • Bookkeeping System
  • Small to Medium Size Businesses