Contact us Today for an Appointment

925-270-3760

bayareataxservices@gmail.com

1848 Willow Pass Rd., Ste. 205 Concord, California 94520

Bring your documents our Consultation starts from $50.

INDIVIDUAL TAX PLANNING

In today’s environment you need to understand the ever-evolving income tax laws and regulations that impact how much tax you pay. It’s also crucial to know the full range of strategic planning options available so that you’re in a good position to pay only what you owe and can preserve more of your wealth in any scenario, regardless of tax policy outcomes.

We work with individuals and families as well as business owners and executives, offering customized tax guidance to fit your unique situation. We provide a thorough evaluation of your current taxes, your income streams, and the changing tax laws and economic factors that impact your tax scenario. You gain a strategy that supports your personal plans, including any income, estate, or business succession plans you have that can impact your income taxes.

Here’s a sampling of the services we offer:

  • Individual income tax planning, projections, preparation, and compliance
  • Federal, state, and local income tax
  • Alternative minimum tax
  • Net investment income tax
  • Stock option tax
  • Charitable contributions
  • State residency planning
  • Cross-border tax issues
  • Alternative minimum tax
  • Net investment income tax
  • Stock option tax
  • Charitable contributions
  • State residency planning
  • Cross-border tax issues
  • Personal cash flow
  • Retirement planning
  • Tax audit representation

Address

1848 Willow Pass Rd., Ste. 205
Concord, California 94520

PHONE NUMBER

925-270-3760

EMAIL

bayareataxservices@gmail.com

HOURS

Monday: Closed

Tuesday: 10:00 am - 4:00 pm

Wednesday: 10:00 am - 6:00 pm

Thursday: 10:00 am - 4:00 pm

Friday: Closed

Sat & Sun: By Appointment Only

CONTACT