Tax Planning and Preparation in Walnut Creek, CA


Proudly serving the areas of Concord, Berkeley, San Ramon, and Oakland

Tax planning is key to saving significant amounts on tax payments for the current year and future year tax liabilities. We take a proactive approach to each client's tax situation and try to help plan for more informed, better tax filing seasons from our first visit forward. Strategy is crucial to minimizing tax liabilities and maximizing available deductions and credits. The tax code is constantly changing and it takes diligence to stay on top of current changes. Do not simply react each spring when it is time to file your tax return; the time to plan and craft an effective tax strategy is before December 31st!

The key to minimizing tax liability is careful planning, but it’s not easy for busy individuals and business owners to do that on their own. It takes considerable financial experience, and that’s exactly what Capital Tax & Accounting offers.

As a leading CPA firm, we provide comprehensive tax planning and tax preparation services to small and mid-size businesses and individuals. Our clients rely on us to stay abreast of changing tax laws and provide sound advice based on our extensive and wide-ranging experience.

Together, we will assess your needs and discuss our comprehensive menu of tax planning and preparation services, including:

  • Preparation of federal, state and local returns
  • Deferred contributions plans
  • Deferred benefits plans
  • Deferred compensation arrangements
  • Tax efficient investment strategies
  • Charitable giving, including various trusts
  • Family tax planning
  • Multi-generational tax planning
  • Succession planning
  • Retirement planning
  • Roth IRA strategies
  • Life insurance strategies

 

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