Tax Services

San Diego Tax Planning

San Diego Tax Planning with bells on

“Everyone has to pay taxes, but you don’t need to leave a tip” (wish I could take credit for this saying).

To put it bluntly, there are ways to keep your tax bill down. Loopholes you might call them.

Want to have an informal chat about them?

You don’t know about them all because the accountant who does your taxes is not going to go over every transaction, and may not know what loophole each receipt fits into….

I won’t be doing your taxes, just your bookkeeping. So my San Diego tax planning service is unbeatable.

There are other ways and means, to keep that tax bill down, and once I get to know your business I can advise you on the most advantageous options, and do your bookkeeping accordingly of course.

I’ve been involved in San Diego tax planning for a number of years and have built up an impressive list of contacts. So I can put you in touch with CPAs, lawyers, CFOs, particularly helpful if there is a complication with your taxes. Sometimes spending money doesn’t make money, but it saves it.

Looking for tax planning in San Diego?

Why run the numbers, when you can maximize them

H.S.A Auto deduction Meals and entertainment (50%) Travel
Education Charitable contributions Bonuses Distributions
Inventory Payroll for family members Retirement contributions
Tax Records