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For new clients age 55+ with incomes over 100k, we prepare TWO tax returns, one based on no tax-planning and one based on good tax-planning. We call it a “What if” tax return and it is prepared free of charge. This “What if” tax return shows you how much in taxes you could have saved with proper advanced planning. For example, if you own a rental property, we will show you how you can form a business out of it and hire your children and grand children to reduce your tax bite. If you are a small busine... read more
22942 El Toro Rd, Lake Forest, CA, 92630, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 09:00 a.m. to 5:00 p.m. | |
Tue | 09:00 a.m. to 5:00 p.m. | |
Wed | 09:00 a.m. to 5:00 p.m. | |
Thu | 09:00 a.m. to 5:00 p.m. | |
Fri | 09:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
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