Tax Planning & Preparation

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Diligent
Efficient

Reliable Tax Planning & Preparation.
Insights of Experienced Tax Experts.

Planning

Tax Planning

Planning is essential in reducing tax liability legally. We recommend proactive tax saving strategies to maximize your after-tax income.

Taxes are one of the biggest expenses for a majority of business owners.

Our tax planning services can help you significantly reduce your tax bill and save a lot of money.

Our Tax Planning Process

Regular monitoring to assess effectiveness and make necessary changes

Preliminary consultation to understand your tax planning status

Review of tax plan with you for any additional saving opportunities

Review of documents such as past tax returns, financial statments

Tax plan preparation by our expert team

With us, you are assured that your tax plans stay on track and you get clear and timely advice on how to manage your tax liabilities.

We strategize and develop a tax plan according to your financial situation while providing guidance on how to implement those strategies. 

  • We identify tax saving techniques that are better suited for your type of business. 

  • We help you pinpoint specific financial areas that incur higher tax rates and form preventative strategies to avoid possible tax increases.

  • We evaluate your financial statements regularly to help you develop more accurate tax saving estimates.

  • We assess the impact of your business decisions and provide you with the very best advice for the upcoming year.

  • We help keep you up-to-date with all regulation changes in order to improve your financial planning.

Speak to us about Tax Planning and how it can help your business save money.

Ashish J.

Bridgewater, NJ

"Two thumbs up for Nisha and her team."

We used EBS for the first time based upon a recommendation and were not disappointed. She was responsive and really worked through several issues and made the whole process  fairly easy for us.  All our dealings we Nisha were via phone as we are in NJ and she is in CA. She was flexible to accommodate weekend calls with us - which helped quite a bit.

She also walked us through areas where we could be contributing more to defer taxes. What I liked about her the most is that she does not take chances by taking a liberal interpretation of the code; instead she is is through but ensures her clients are not leaving money on the table.

Highly recommended and we plan to use their services again next year.

Preparation

Tax Preparation

Taxes need to be prepared correctly to ensure compliance and maximum savings.

We prepare your tax returns accurately while providing guidance to save you time and money.

You can count on our experience and knowledge of the most updated developments in tax laws to minimize both your current and future tax liabilities. Our investment in tax preparation solutions and training enable us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and non-profit organizations.

Our focus is always on getting you the most tax benefits. We analyze the following key factors in detail while preparing tax returns.

Taxable Income

We accurately assess your total taxable income to determine in what your tax bracket you will fall.

Filing Status

Whether you file your taxes as single, married filing separately, married filing jointly or head of household will affect how much income tax you owe. We ensure that your filing status is accurate to ensure you pay correct tax.

Tax Deductions

Some expenses such as mortgage interest, charitable contributions and medical expenses are tax deductible. We identify them precisely and itemize them to get the largest tax deduction.

Tax Credits

A variety of tax credits are available to taxpayers such as childcare expenses, a post-secondary education expenses, costs of installing energy-efficient equipment at home, enrolling in a government health insurance plan. We help you identify all tax credits applicable to you and ensure that your tax returns accurately reflect them so that you get the maximum refund.

Through sound tax preparation, we help you get full control of your taxes and leverage the tax codes to your advantage.

Speak to us to learn how our tax preparation services can help you.

"You will be very happy choosing Nisha!"

 

As my business continues growing it was very apparent I needed a more competent bookkeeper that could handle more complex work. Nisha proved to be exactly who I was looking for and handled my complicated multi entity structured investment funds extremely well. She also pointed out several errors that were made by my previous bookkeeper. Her attention to detail, knowledge, and friendliness is what sets her apart. She's also very humble despite the fact she worked for a Big 4 firm for 15+ years. Whether your just starting a business was or have been a business owner for many years you will be very happy choosing Nisha!

Justin K.

Irwine, CA

Avail our Tax Planning & Preparation services and keep your hard-earned money safe.

If you’re in the process of actively growing your company, our Tax Planning & Preparation services can help you save on taxes and stay focused on your business. In us, you will have a trusted and skilled adviser to help you navigate through the complex tax laws and enjoy the best tax benefits.

And, you will be able to bundle our Tax services with our accounting and bookkeeping services to get greater value.

Contact Us

Useful Links

Foothill Ranch, CA 94158

mail@cpa-ebs.com

Tel: (949) 600-5333

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