Want to reduce the amount of taxes you pay? Who doesn't! Tax planning is how you accomplish this. Most business owners and individual taxpayers aren't aware that there are a variety of methods that can greatly reduce your income taxes. At San Diego Business Advisors, Tax Planning is not a service we simply "do", we emphasize the importance of tax planning. San Diego Business Advisors makes tax planning the most important service we provide you each year. We personally meet with you to discuss, review and evaluate your income tax return and find your missed opportunities that resulted in a higher tax liability than you wanted!
With more than 15 years industry experience, our clients are confident in our ability to assist them with a variety of financial matters. Our core business philosophy is based on developing long-term professional relationships with our clients, and earning their trust as their number one source for tax and financial concerns.
Tax preparation is just part of the equation. Proper planning, including tax planning and financial planning remains key to your overall financial health. As they say, "people don't plan to fail, they fail to plan". Poor planning - or failure to plan at all - can cost taxpayers thousands of dollars each year. Our goal is to reduce your income tax liability by ensuring that you pay only what you need to, and nothing more. Shouldn't that be your goal too?
Personal Specialties:
Withholding Allowance Review (W-4 re-calculation) Using Pre-Tax dollars to pay for expenses instead of after tax dollars (Use of Health Savings Accounts to SAVE MONEY) Proper Retirement Plan contributions to maximize tax savings Buying/Re-financing a home Starting A Business (See Business Section for additional info) Buying/Selling Rental Property Effective Tax Savings Strategies for Parents with young children Effective Tax Savings Strategies for Parents with older/college age children
As trusted advisors, we work closely with our clients to develop planning strategies that help them achieve their short and long-term financial goals. More importantly, they depend on our knowledge and commitment to helping them obtain and maintain the financial freedom and security they deserve. We serve a broad client base in a variety of industries, including:
Real Estate Professionals Real Estate Investors Contractors Teachers Consultants Home-based Businesses Engineering Medical (independent physicians) Retail And Others!
Tax Planning - Breadth of Experience
