Let's check your tax health.
- 1 hr1 hour
- 250 US dollars$250
Our tax analysis starts with the Data Collection Form that is completed by every new client. We supplement that information with a review of the client’s most recent federal and state tax returns. Then we make a projection of tax obligations, using the income, spending, saving, and investment projections that we have developed for the comprehensive financial plan. Often, we can identify tax-deferred savings programs, tax-advantaged debt, and other measures that can greatly reduce taxes.
Suite 2000 360 N Pacific Coast Hwy, El Segundo, CA 90245, USA