Get Expert Tax Planning Services in California

  • Home
  • Tax Planning
Looking for ways to reduce your taxes? Look no further! We at Focus CPA Group offer expert tax planning for small business owners and individuals. We provide year-round support to ensure you are ready for any future tax changes. We guarantee that with our services you’ll pay only what’s necessary and keep more of your income. Trust us to handle your tax planning efficiently.
Get A Consultation Now

Tax Planning for Businesses and Individuals

Our experienced Brea, CA CPA firm can save you real money on your taxes through sophisticated tax planning. To learn more about personal or business tax planning, call 562-281-1040 now or request your free consultation online.
  • Strategic tax planning for small businesses
  • Tax planning techniques for individuals
  • Multi-state tax planning
  • Trust and estate planning
  • Business succession planning
  • Tax planning for nonprofit organizations
  • Year-end tax planning
  • Multi-year tax projections
  • Minimizing the impact of the alternative minimum tax
  • Tax strategies related to your investment planning and capital gains
  • Estate and gift tax planning
  • Retirement planning and distributions from qualified plans and IRAs
  • State and local tax issues
  • Expatriate tax issues

How Do We Work?

Our proactive tax planning process is designed to strategically manage your tax liabilities in a way that aligns with your overall financial goals. Here’s how we do it:
Initial Financial Assessment

We start by evaluating your current financial situation, including income, investments, and any existing tax strategies.

Identifying Opportunities

Our team identifies potential opportunities for tax savings, such as deductions, credits, and other tax incentives you may be eligible for.

Collaborative Approach

Our team collaborates closely with financial advisors, accountants, and legal experts to ensure a holistic approach for tax optimization.

Strategize Development

We develop a customized tax plan that considers various aspects of your finances, like your daily expenses, medical expenses to minimize your tax burden.

Implementation and Monitoring

We put your customized tax plan into action, making sure it fits your financial situation like a glove. As things change, we keep a close eye on new tax rules and how your money matters shift.

A Guide to our Comprehensive Tax Planning Services

Personal Income Tax Planning

We analyze your income and help strategize ways to reduce tax liabilities through various methods like income splitting or deferring.

Investment Tax Planning

We offer advice on how to structure your investments to be tax-efficient. This includes guiding you to use potential accounts and manage capital gains and losses.

Estate and Trust Planning

We work to optimize the distribution of assets, taking into account tax implications and legal considerations. Additionally, we specialize in the establishment of trusts, that not only protect your assets but also contribute to tax efficiency

Business Tax Strategies

For entrepreneurs and business owners, we provide guidance on business structure, deductions, and tax credits to optimize tax savings.

Retirement Planning

Through a comprehensive analysis of your retirement portfolio, we identify opportunities for tax optimization, implement effective distribution strategies, and stay attuned to changes in tax laws to ensure your retirement is hassle free.

A Guide: Elevate Wealth Management with Tax Planning

  • Specialized Expertise:
    A tax advisor brings specialized knowledge of tax laws and regulations, ensuring that your wealth management strategy is optimized to minimize tax implications.
  • Strategic Collaboration:
    Collaborating with wealth managers, a tax advisor helps integrate tax planning seamlessly into the overall financial strategy, creating a cohesive and effective approach.
  • Continuous Monitoring:
    Tax advisors stay abreast of ever-changing tax laws. Their continuous monitoring ensures that your wealth management plan adapts to new regulations, maximizing benefits and minimizing risks.
  • Customized Tax Strategies:
    Tailoring tax strategies to your unique financial situation and life stages, a tax advisor ensures that your plan evolves in sync with your changing needs and goals.
  • Optimizing Investment Decisions:
    By providing insights into tax-efficient investment options, a tax advisor helps you make informed decisions that align with your wealth accumulation goals.
  • Proactive Planning:
    Anticipating potential changes in tax laws, a tax advisor employs proactive planning to position your wealth management strategy advantageously, mitigating risks.
  • Communication Facilitation:
    A tax advisor facilitates clear communication between all parties involved, ensuring that tax planning strategies are well-understood and effectively integrated into the broader wealth management plan.

Frequently Asked Questions

The cost varies based on complexity, but it can range from a few hundred to several thousand dollars. Factors include the scope of services and your specific financial situation.
  1. Timing strategies (adjusting the timing of income and expenses),
  2. Investment strategies (utilizing tax-advantaged accounts and investments),
  3. Income splitting (distributing income among family members to lower the overall tax rate).
Tax planning is about creating strategies to minimize future taxes, focusing on long-term approaches. Tax advisory involves providing advice on current tax issues and preparing tax returns.

Get a Consultation

Get instant help from our Tax Representative.
Call 562-281-1040 or request a consultation.
Get Started

Securely Send Us a File

Send us your tax documents safely and securely with our file sharing tool.
Send a File