Advance Tax Accounting

Welcome to Advance Tax Accounting

In 1980 we prepared our first tax return as a paid tax preparer for H&R Block.

Since then representing our client's  financial best interest has been our only goal.

In addition to bookkeeping and preparing tax returns, we have helped clients respond to IRS Tax enquiries and audits, and have helped clients successfully appeal IRS Notice of Deficiency.

Recently, with the down turn in commercial property values, we have been helping clients successfully lower their Property Tax by challenging and appealing their Property Tax bills and Assessments.

We look forward to helping you.  Please call and let me know how I can be of service to you.

Best regards,

Staff of Advance Tax Accounting

Our Services

• Bookkeeping
• Business Planning
• Estate Planning
• Past Due Tax Returns
• Personal Financial Planning
• Retirement Planning
• Tax Planning & Preparation
• Tax Returns: Corporate & Personal
• Tax Returns: Estates & Gifts
• Senior Matters

 QuickBooks

ProAdvisor

  Free Initial Consultation

 Call

(562) 342-6187 

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How Can We Help You

Many people have a tax person and an investment person, but most of the time people feel as though something is missing or things are just not working the way they thought things should, or believe they are paying more in taxes than they should-for whatever the reason.

The problem is that a tax person can speak only to tax returns and basic tax planning; they have no experience or formal education in financial planning-so they are not qualified to speak on the subject and cannot intelligently advise you.  Advanced tax planning requires genuine experience and education into all aspects of financial planning.

Investment Advisors can advise you only in investments and basic financial planning.  For them financial planning is for you to invest more of your money into their current "investment of the week."

They have minimal education in real world financial planning, and the only tax planning they know is what they pick up at quick seminars or what their marketing manager tells them, but they don't prepare client tax returns and they certainly do not represent their clients in a tax audit; so how is it that they can "advise" you on the tax ramifications of their advice?

I have real world experience and the formal training in, both, personal financial planning and taxes.  I work with your Investment Advisors to create a strategy that minimizes your tax liability and allows you to be in control of your life, your money, and your retirement years.

If you have a tax problem and you feel that your Tax Professional is just going through the motions of preparing your tax return and not aggressively trying to reduce your future tax liability then you are only cheating yourself and your family by paying too much in taxes.

For those getting ready for retirement or are already in retirement; I have the experience and formal training to best assist you and help you maintain control over your life and your finances by advising you on the latest in retirement planning and free assistance & benefits.

Call Today!

If you are having a problem-ignoring it only makes it worse.  Not planning to reduce your taxes today means you wil pay more taxes later.

Not planning for the financial challenges when you retire is short sighted.  There is more to planning for your senior years than just stocks and bonds.

Please contact us anytime! We look forward to hearing from you.

Call Now (562) 342-6187 or email me at: ron@advtaxaccounting.com