Top Tax Planning Tax Professionals Near You

Tax planning is the process of analyzing one's financial situation and applying tax laws to reduce one's tax liability. Tax planning can involve choosing the right investments, deductions, credits, and income sources to minimize the amount of taxes paid. Tax planning can also help one achieve financial goals and avoid tax penalties or audits.

Filter results by city

Mraz Tax Solutions

30021 Tomas Street #300, Rancho Santa Margarita, CA 92688

949.432.6729 | www.mraztax.com

About Mraz Tax Solutions

Complete, personalized tax services for individuals, self-employed, and small businesses. Minimize your tax liability, capitalize on tax deductions, manage your tax situation.

SoCo

2211 Wimbleton Ln., La Habra, CA 90631

(888) 603-8121 | socotax.com

About SoCo

Improve decision making through data, reporting, knowledge, and understanding so that organizations and families can operate with confidence.

Services: tax-planning

Assem N. Bayaa, CPA

99 Orange Blossom Circle, Ladera Ranch, CA 92694

(949) 873-8876 | www.bayaacpa.com

About Assem N. Bayaa, CPA

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Dannan, CPA & Associates

1503 South Coast Drive, Suite 350, Costa Mesa, CA 92626

714.955.4789 | michelledannan.com

About Dannan, CPA & Associates

Nicole Correa, EA and Michelle Dannan, CPA are looking forward to providing you with the excellent service that you deserve.

Murphy, Murphy & Murphy, Inc.

5665 Plaza Drive, Suite 350, Cypress, CA 90630

714-821-5550 | www.murphy3.com

About Murphy, Murphy & Murphy, Inc.

Cypress, CA based Murphy, Murphy & Murphy, Inc. are tax, accounting and business advising experts that will get you on the path to financial success!

Services: cpatax-planning

Marlow Peterson CPA

24 Sendero, Rancho Sta Marg, CA 92688

n/a | www.marlowpetersoncpa.com

About Marlow Peterson CPA

Your accountant should be one of the tools you use to help achieve your business and personal financial goals. I am the primary contact for all of my clients. That helps me achieve the level of understanding necessary to make suited recommendations to my clients.

Mraz Tax Solutions

30021 Tomas Street #300, Rancho Santa Margarita, CA 92688

949.432.6729 | www.mraztax.com/licensed-tax-advisor-services/

About Mraz Tax Solutions

We specialize in individual and small business tax returns. We prepare tax returns, help with Past Due taxes and IRS Notices. Small biz and individual tax preparer.

Keystone Inc.

1370 N. Brea Blvd, Suite 220, Fullerton, CA 92835

(213) 315-1518 | www.keystonecpa.com

About Keystone Inc.

Tax saving strategies for real estate investors. In-depth one-on-one tax planning all year-long with your personalized tax strategist. We help you to develop & implement advanced strategies designed to save taxes on your personal, business, investment, and retirement income.

Services: tax-planning

BTA Advisory Group

15520 Rockfield Blvd., Suite G, Irvine, CA 92618

(949) 900-0052 | www.btagroup.net

About BTA Advisory Group

BTA Advisory Group – Financial Planners in Irvine, CA

Services: tax-planning

SUBSCRIBE TO ALL NEWS & ALERTS

No spam. We promise.

© 2023 OrangeCountyTaxPros.com. All rights reserved.