Tax Planning

Would You Like to Shrink Your Yearly Tax Burden?
Our Proprietary Plan Will Minimize Your IRS Liability.

Our tax planning professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.

We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.

Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden.

Let us help you with your tax planning, too!

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Did you know, for instance, that you can…

Move your income into lower tax brackets by splitting income among family members or legal entities.

Shift income and/or expenses to different years in order to best take advantage of lower rates.

Defer tax liability through some types of investment options.

Avoid tax liability through some types of investment options, both on the federal and state level.

Increase your tax deductions by purchasing things that you enjoy.

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These, and other Tax Saving Strategies will help you:

Benefit from the growth and savings of your own assets by keeping them out of the government’s hands.

Reduce taxes on investments so that you can grow your money quicker.

Keep more of what you make by reducing your taxed income.

Defer income in order to keep your money now and pay your taxes later.

Understand estate taxes and planning so that your family gets to keep more of what you make.

Give money while reducing taxes to maximize your giving potential.

Plan for retirement in ways that best benefit you rather than the IRS.

When you become our client, you are paying for a tax planning service that will pay you back. Most of our clients experience tax burden relief, as well as time saved and peace of mind. Our fees are often paid back through the reduced tax liability you will enjoy as part of our planning and legitimate tax savings strategies.

Let Us Help:

Sacramento Taxpayer Rights: Can the IRS Look At Your Bank Account?

Key TakeawaysThe IRS does not automatically see your bank transactions or daily spending To get bank records, they must show a legitimate, documented tax purpose and follow notice rules You usually get a 45-day warning before the IRS contacts your...

Can You Dispute A Tax Bill? Two Rights Sacramento Taxpayers Have This Tax Season

Key TakeawaysYes, you can dispute a tax bill—a notice from the IRS is often a proposal, not a final verdict. The IRS routinely issues bills based on incomplete or incorrect information, especially when returns are missing or rushed. You have the legal...

2025 Taxes for Sacramento Business Owners Who Owe the IRS

Key TakeawaysResolving old tax issues depends on how you handle your 2025 taxes Filing your 2025 return on time matters even if you can’t pay the full balance For self-employed taxpayers, estimated payments are part of staying current on 2025...

What Happens After Sacramento Taxpayers Appeal IRS Decisions?

Key TakeawaysThe IRS has launched an IRS Post-Appeals Mediation (PAM) pilot program for certain unresolved Appeals cases. PAM allows a facilitated negotiation with a neutral mediator and a new Appeals team. Not every case qualifies, but the program...

Keeping IRS Settlements on Track for Sacramento Taxpayers

Key TakeawaysAn Offer in Compromise (OIC) isn't final until you stay compliant for a full five years from the date of acceptance. Missing a future return or underpaying future taxes can void the entire deal. If you have a Notice of Federal Tax Lien, it...

Streamlined Installment Agreement: A Tax Debt Repayment Option for Sacramento Owers

Key Takeaways The Streamlined Installment Agreement (SIA) is an ideal option for paying back taxes to the IRS… IF you owe $50,000 or less. Most people get immediate approval... no financial disclosures required. You have 72 months to pay off...

IRS Audit Representation: When Your Sacramento Tax Pro Shines

Key TakeawaysThe way you communicate with the IRS can shape the entire outcome of your audit. Filing a Power of Attorney form allows your tax professional to legally handle all communication for you. Speaking directly with the IRS can...

What Documents Are Needed for an IRS Audit: acramento Tax ResolutionS’s Insights

Key TakeawaysThe IRS requires three separate forms of proof for nearly every deductible business expense: purchase, payment, and purpose. Missing even one element can lead to a denied deduction and possibly trigger a 20% Accuracy-Related...

How Should Sacramento Taxpayers Start Preparing For An Audit?

Quick Takeaways: How Should I Start Preparing For An Audit?Only send copies of the documents the IRS specifically asks for — nothing more. Start with the notice. The audit letter itself tells you the scope, type of audit, and deadlines. Anticipate...

When Sacramento Taxpayers Need More Than the IRS Payment Agreement Phone Number

Quick Answers: Reduced IRS staffing could mean longer hold times and even an inability to talk to a real person on the other side of the IRS payment agreement phone number. The IRS encourages you to use your IRS Online Account to see balances, confirm...

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