Tax Reduction Measures


How We’re Different:
We stay continuously updated on the latest income tax developments for you.

How This Benefits You:
We know the latest income tax saving opportunities through updates on income tax law, case law, techniques, procedures and policies to keep your income tax at the legal minimum.

We attend professional income tax update seminars, participate in income tax webinars, use updated income tax manuals and handbooks, income tax workbooks, and income tax web sites.

We subscribe to on-line income tax newsletters published by the IRS and review continuous income tax information from daily on-line income tax updates, nationally-recognized income tax firms and other professional income tax education sources.


How We’re Different:
We search for ways to apply the latest income tax reduction opportunities to your unique circumstances.

How This Benefits You:
None of the income tax developments are useful unless they can be applied to your unique circumstances.

To start, we ask you in-depth questions to understand your unique circumstances and uncover any tax reduction opportunities.

Then we follow up with any questions, issues, confusions with either an in-person income tax interview at our office, or we can save you time by following up with phone calls, emails or faxes, as appropriate, to apply the legally-acceptable income tax savings measures to your circumstances.


How We’re Different:
We consider current, prior and future years to minimize your income tax across a broad time horizon.

How This Benefits You:
We know when to apply the correct income tax savings opportunities to provide the greatest overall income tax savings across multiple years.

Sometimes, it is not the best strategy to apply income tax savings options exclusively to the current income tax year. We make the effort to consider both the benefits and burdens to applying certain optional benefits to prior or future years.

This extra effort takes into account the highest and best use of your income tax savings opportunities.


How We’re Different:
We properly apply the correct income tax law to your circumstances.

How This Benefits You:
Income tax reduction is false economy if the tax law is not properly applied to your circumstances.

Incorrect or inappropriate application of income tax laws could increase your income tax, increase your exposure to an income tax audit, increase your expenses by assessment of penalties and interest, jeopardize your future peace of mind by future income tax audits and undermine your financial stability.


How We’re Different:
We provide a comprehensive review of prior-year income tax returns for new clients.

How This Benefits You:
Prior year income tax returns from a prior income tax preparer may be incorrect, incomplete or hold opportunities for income tax reduction for current or future years.

We conduct an in-depth review of your prior year income tax returns to uncover opportunities for income tax reduction in both current and future years.

Income tax attributes in prior years include carryovers of net operating losses, capital losses, charitable contributions, AMT income tax credits and more.


How We’re Different:
We have the judgment and experience to provide you with sound income tax advice.

How This Benefits You:
You can rest assured in knowing that we have earned the judgment and perspective through over 30 years of experience to provide you with sound income tax advice.

With over 30 years experience in over 92 industries, you have the benefit of the wisdom, judgment and perspective we gained from solving real-world issues.

We have the know-how to inform you about the risks and rewards of choosing alternative income tax treatments so you maintain control over your finances by making informed decisions affecting your income tax circumstances according to your own priorities and sensibilities.


How We’re Different:
We care enough to offer you proactive advice for income tax reduction.

How This Benefits You:
We accept the role of your income tax advisor in providing you with meaningful and effective income tax advice and suggestions without being asked to do so.

You cannot be expected to know and apply income tax law to reduce your taxes and exposure to audit. Whenever possible, we will inform you of income tax reduction opportunities which come to our attention which we believe might apply to your circumstances or about which we will ask about further, either for the current, past or future years.


How We’re Different:
We will inform you which filing status minimizes your income tax.

How This Benefits You:
We realize married taxpayers may have a choice of filing separately to reduce taxes, so we will inform you which status minimizes your income tax.

We use only state of the art professional software not available to consumers with which we can identify income tax reduction opportunities based on filing status of married taxpayers. Our reports will inform you which filing status reduces your taxes the most, and we will inform you by how much you saved by optimizing your filing status.


How We’re Different:
One senior qualified income tax professional will prepare your income tax returns from start to finish.

How This Benefits You:
One highly qualified income tax professional will be the sole responsible party for preparing your income tax returns from start to finish to prevent delegation mishaps.

We income tax preparation process involves a single professional tax preparer who has complete control and knowledge of your income tax circumstances to ensure a thorough work product with attention to every possible detail, so your tax return reflects the legally minimum income tax for your peace of mind.


How We’re Different:
Your income tax returns will be prepared by a highly experienced, qualified, California-registered income tax professional.

How This Benefits You:
You can be sure your income tax returns are prepared properly because they are prepared by an educated, experienced income tax professional who is registered by the State of California.

To reduce both your income tax and exposure to income tax audits, income tax preparation requires mastery of multiple disciplines and complex and ever-changing tax and case law, requiring a dedicated professional who invests in continuing professional education and who conducts practice under the umbrella of the California Tax Education Council (CTEC).

CTEC Registered Tax Preparers (CRTPs) are required to complete a minimum of 20 hours of continuing professional education annually in both federal and California taxes, whereas CPAs are not required by the Board of Accountancy’s continuing education requirements to update their income tax knowledge or skills as a condition of preparing income tax returns.


How We’re Different:
We will ask follow up questions about the underlying bookkeeping information you provide for your business income tax forms and tax returns if an obvious error, omission or irregularity comes to our attention during the normal course of our income tax preparation work.

How This Benefits You:
We will follow up with you on obvious tax savings issues, tax audit matters, errors, irregularities or omissions that come to our attention when we’re preparing your business income tax forms based on bookkeeping and financial reports you provide.

Many “low-end” tax preparers simply accept the bookkeeping reports they receive at face value, quickly input the information on their computers and ignore the tax savings and audit incident issues that may be hidden, omitted or disregarded in the bookkeeping work they were provided by the client.

We have found this practice is particularly prevalent amongst low-price income tax preparers whose main appeal to the public is a sub-market fee structure.

This practice is a disservice to the client, who may not realize that their bookkeeping work may be incomplete, misleading, incorrect, out-of-balance, or erroneous.

Although we realize that we do not have the ultimate responsibility for checking your bookkeeping work in our role as your income tax preparer, we will not use that fact as an excuse to disregard obvious issues or allow important issues to go unresolved which come to our attention during the normal course of our work in preparing your business income tax forms or business income tax returns.


How We’re Different:
We will check your income tax returns for determining the lowest tax based on your married filing status – either filing jointly or separately.

How This Benefits You:
You can be sure your income tax returns reflect the lowest possible income tax because we will select with you the optimum married filing status and provide a report to inform you of the alternative filing status.

Married taxpayers have a choice to file their income tax returns on a joint-filing basis or a separate-filing basis, whichever filing status results in the lowest combined income tax.

Every income tax we prepare for married taxpayers includes a report informing you of the income tax implications of filing status, so you will know the dollar amount of income tax savings resulting from optimizing your married filing status.


How We’re Different:
We have always been an independent, private professional practice advocating for our client’s best interests, without prior employment, ties or bias for either the Internal Revenue Service or state taxing agencies.

How This Benefits You:
You can be sure your income tax returns reflect the lowest possible income tax because we are not former IRS agents who impose arbitrary, unfounded or personal agenda income tax limitations on our clients.

We are advocates for our clients where the tax law is unclear which permits differing interpretation which may benefit the taxpayer. We do not cut corners or tax chances on challenging established tax law, procedures or practices.

Some taxpayers have been mislead to assume that former IRS agents have a superior advantage because they may know the “loopholes” and internal weaknesses of the IRS which can result in favorable benefits to taxpayers.

Other taxpayers have experienced the opposite where former IRS agents have imposed arbitrary, unlawful or severe unfounded interpretations of income tax law which unfairly and illegally result in higher than proper income tax levels by using fear tactics and bluster.

However, it is more often the case that former IRS agents may not be as familiar with tax law and practice to truly be an advocate for their clients, as they have developed either a bias against client advocacy or have not yet developed the knowledge, skills, training, judgment or wisdom to correctly apply correct tax law and case law to serve their client’s best interest by correctly computing the legally-minimum income tax.

There is a higher risk that former IRS agents may cause the imposition of incorrect or unfounded income taxes because of their prior experience does not serve to prepare them as client advocates where the tax law is unclear or flexibilities permit differing interpretations which may favor the taxpayer.


How We’re Different:
We have a formal education and a four-year university degree in accounting so we know how to apply accounting and tax law concepts to your unique circumstances.

How This Benefits You:
You can be sure your income tax returns reflect the lowest possible income tax because we will select with you the optimum married filing status and provide a report to inform you of the alternative filing status.

Married taxpayers have a choice to file their income tax returns on a joint-filing basis or a separate-filing basis, whichever filing status results in the lowest combined income tax.

Every income tax we prepare for married taxpayers includes a report informing you of the income tax implications of filing status, so you will know the dollar amount of income tax savings resulting from optimizing your married filing status.


How We’re Different:
We have the intellectual capacity to understand complex tax law and apply those concepts for your benefit and protection by qualification as a member of Mensa.

How This Benefits You:
You can be sure your income tax returns reflect the lowest possible income tax because we will select with you the optimum married filing status and provide a report to inform you of the alternative filing status.

Married taxpayers have a choice to file their income tax returns on a joint-filing basis or a separate-filing basis, whichever filing status results in the lowest combined income tax.

Every income tax we prepare for married taxpayers includes a report informing you of the income tax implications of filing status, so you will know the dollar amount of income tax savings resulting from optimizing your married filing status.