Planning is the key to successfully and legally reducing your tax liability.


We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

We recommend Tax Saving Strategies that help you…

  • Grow and preserve assets by keeping Uncle Sam out of your pockets.
  • Defer income so you can keep your money now and pay less taxes later.
  • Reduce taxes on your income so you keep more of what you make.
  • Reduce taxes on your estate so your family keeps more of what you’ve made.
  • Reduce taxes on your gifts so you can give more.
  • Reduce taxes on your investments so you can grow your wealth faster.
  • Reduce taxes on your retirement distributions so you can retire in style.

Here’s just a few of the Tax Saving Strategies we use…

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
  • Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.

But Wait . . . There’s Even More

Depending on the situation, facts, circumstances and goals of Taxpayers, certain sophisticated tax strategies might also be recommended.

We regularly work with other CPA’s Attorney’s and other specialized professionals to offer our clients the most up to date tax savings alternatives. We either directly provide or work with specialized professionals in the following areas:

  • Tax Resolution
  • Self-Funded Health Insurance
  • Qualified and Non-Qualified Plans
  • Self-Funded IRA’s
  • Fully insured Qualified Plans
  • Premium Financing
  • Captive Insurance Company
  • Business Financing
  • 1031 Exchanges
  • ESOP’s
  • Cost Segregation
  • Business Exit Planning
  • Social Security
  • Monetized  Installment Contract

If want to learn how any of the above special situations might apply to you please call (310) 540-6197 or Schedule an Appointment.

Remember, we work for you, not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and the implementation of legitimate, legal tax strategies.