Tax Planning

Putting the Pieces of Your Tax Puzzle Together Starts With Expert Tax Planning



Why Pay More Taxes Than Necessary?

No one wants to pay more than they have to in taxes.

You deserve access to the same professional tax planning techniques available to large companies.  Let our team of CPAs, Enrolled Agents and other professionals focus on your business and personal tax issues.

We go beyond tax compliance and proactively recommend plain-English concepts and strategies to maximize your after-tax income.

Let Us Engineer Your Ideal Tax Plan

We're Committed to Helping You...


Grow and Preserve Assets


Defer Income


Reduce Income Taxes


Reduce Estate & Gift Taxes


Reduce Investment Taxes


Reduce Retirement Taxes

Take the Next Step – Proactive Tax Planning

At the Tax Office, Inc. we love challenges and we’d love to help you proactively manage your tax liabilities. The process starts with your personalized proactive tax strategy.

Take Control of When and How Much You Pay in Taxes

Construct A Roadmap to Building Wealth and Achieving Your Dreams

Legally Lower Your Tax Bills

Collaborate with an Expert Team of Advisors

Enjoy Peace of Mind

When Thinking About Tax Planning, Consider the Following


Tax Laws Aren't Fair

Tax laws are written to favor people who understand how to take advantage of all their legal deductions and execute the strategy


Your ProActive Tax Strategy Only Works if You Develop a Custom Plan

Everyone’s situation is unique; why wouldn’t you want your tax strategy to be customized for your situation?


Tax Laws are Constantly Changing

Congress changes tax laws every year. We provide ongoing support to help you make adjustments to maximize your savings and keep you in compliance.


Your Tax Plan Only Works if You Act

The faster you and your team put the ideas you’ll receive into action, the sooner you’ll keep more money in your pocket.


Let's get started!


Office: (916) 773-7053

Fax (916) 773-7065



M-F: 9:00am - 5:00pm

Let's Talk...We're Ready to Help You Put the Pieces Together

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