Are you confident you’re taking advantage of every tax break you deserve? The world is full of tax preparers who can put the “right” numbers in the right boxes on the right forms by the right deadlines. But what are they doing to make sure you get all the breaks you deserve? When was the last time your tax preparer came to you and said “Here’s an idea I think will save you money?

At Corona del Mar Tax Pro we believe proactive tax planning is the key to keeping more of what you make. Proactive tax planning means scouring your income and expenses for every available deduction, credit, loophole, and opportunity. And we do it without “aggressive” strategies, “gray areas” or “red flags.” We help you design a dynamic tax plan using pre-emptive tax-saving strategies.

Tax Planning alone won’t help you save a nickel – you actually need to implement your plan. Our Proactive Tax Coaching Service is designed to help you implement your personal tax plan so you actually realize the planned-for savings. You get business and personal tax consulting throughout the tax year, not just for the period known as the “tax season”.
If you think this common sense approach sounds like a smarter way to manage your money and your taxes, please give us a call to arrange a free initial meeting so we can answer all of your questions about our philosophy, methodology, services and fees, or download and read our ADV Part II and Schedule F located elsewhere on this site.