Tax Planning & Preparation

tax planning and tax preparationConcerned about your taxes? Do you think you are paying too much in taxes and want to figure out how you can legally pay less in taxes?

Whether you’re a small business owner seeking proactive tax planning, a corporation with a complex filing, or an individual who wants to get the most back on their tax return, we are here to help you. We are committed to providing the attention to detail you need to achieve the lowest tax rate available to you.

Select Tax & Bookkeeping is a regional accounting firm with a strong attention to detail that has benefitted our tax planning and preparation clients. As a proud member of the Rocklin and Lincoln Chambers of Commerce, our firm is dedicated to the complete satisfaction of our clients.

More than just accurate service, we aim to provide friendly customer care that takes away the stress involved with filing. We take pride in the relationships we develop with our tax clients and we concentrate on helping them achieve their long-term tax goals and objectives rather than simply viewing our tax relationship as a “once-per-year” tax return.

We work with you to develop a plan that minimizes your tax liability and ensures federal, state and local compliance. We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you’re an individual or operate a multi-tiered corporation or partnership, our experienced tax strategist can accommodate your needs.

John has over 40 years of accounting experience and has been preparing taxes for many years. No matter what the scope of your filing, we offer highly competitive rates and personalized service.

Our Tax Planning and Tax Preparation Services

  • Tax Preparation
  • Corporate and Individual Estimated Taxes
  • Strategic Planning Meetings
  • Review Tax Situation & Implement Tax Reduction Strategies
  • Electronic eFiling

We are diligent about remaining up-to-date on the changing tax laws, and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with statutes.

We couple the annual return preparation with inquiries, observations and suggestions about items that emerge during the return preparation process. For many clients, a projection of the next year’s tax is advisable in the latter part of each year.

Our goal is to make the process of tax planning and preparation a simpler process that provides timely, meaningful information, and assists you in minimizing your tax liabilities currently and into the future. This tax season, turn to the Rocklin, CA, tax preparation professionals at Select Tax & Bookkeeping. For your convenience, we offer telephone consultations as well as flexible hours Monday – Friday, 9am – 5pm, and on Saturdays by appointment. Don’t hesitate. Call now to learn more (916) 408-8664
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