Tax Planning

Staying aware of changes in state, federal, corporate, and other taxes is a massive undertaking. Our financial advisor understands that taxes impact every aspect of your financial life. We find that many people confuse tax preparation and tax planning. Tax preparation deals with reporting numbers that have already happened on the relevant tax forms, whereas tax planning is an ongoing process that looks at your current and anticipated circumstances to develop strategies to more tax efficiently arrange your affairs both now and in the future. We assist clients in Corona and beyond with tax planning strategies and proactive advice.