Tax Planning San Diego
Tax Planning San Diego
Tax Preparation San Diego
OFFER: For $350 Receive 30 Min Consult and Written Tax
*Plan with Review of Prior 2 Yrs Business Tax Returns
Legacy Wealth Transitions provides tax analysis, strategies and preparation for individuals, businesses, corporations and estates.
* Clients get tax efficient planning to reduce taxes and keep more money
* Accurate tax returns for peace of mind
* Tax professionals to speak to and consult with year round in all areas of taxation.
* IRS Tax Audit representation and all taxing agency representation including Agency services with business entities.
Why do tax planning?:
It arranges your financial affairs so as to minimize your tax liability
How do we achieve optimal results?
Step 1: Through analysis of each individual clients financial estate, including but not limited to, business, real estate and investments utilizing all tax advantages available to the client.
Step 2: Develop a plan in compliance with applicable tax law while minimizing tax liability.
Step 3: Implement the plan using various entities, corporate revisions and the like. Although all recommendations may not be implemented, application of tax planning strategies is a prerequisite to achieving the proposed outcome.
Changes that may affect tax liability (not exhaustive):
- Filing jointly or separate
- Sale of an asset
- Withdrawal of retirement fun
- Gifts (when and how distributed)
- Income (when received)
- Debts/Expenses (when paid)
- Increases spendable income
- Liquidity
- Investments and growth
- Tax free benefits
- Conduct formal tax planning sessions in the beginning, middle and a review at the end of each tax year.
- Maintain a personal awareness of tax planning issues in order to save money and take advantage of all possible opportunities.
- Understand your business and how tax legislation works for you.
- Choice of accounting and inventory valuation methods
- Business entity selection
- Wages paid to family members
- Succession Plans
For a FREE 30 minute phone consultation please dial or email us at info@powerofattorneysandiego.com and a consultant will respond to you within 24 hours.
* Offer must be mentioned at time of contacting us; Consult must be scheduled immediately upon contact and is done over the phone for client convenience; tax plan is minimum 2 pages, Client must provide prior year tax returns for review; $350 payment is due prior to commencement of work and is non-refundable.