Tax Planning

Tax Planning Services

Wealth Management Counsel in Sonoma - Call (707) 935-1124

Why Choose Meyers Financial?

Three Decades of Experience
CERTIFIED FINANCIAL PLANNER­™
Licensed In All 50 States
Full Service Tax Planning Firm

Businesses and individuals alike can benefit from professional tax planning services. Though taxes cannot be eliminated altogether, tax planning can significantly reduce your tax burden over time. Once a financial plan is in place, an effective tax plan helps ensure that all tax obligations are discharged as efficiently as possible, and in accord with your overarching financial objectives. At Meyers Financial, we have been providing Sonoma with wealth management solutions for more than 30 years.

Call (707) 935-1124 today to get the informed advice of Meyers Financial.

Minimizing Your Tax Liability in California

The most effective tax planning strategies are always part of a broader financial plan. Working in harmony with the other components of your financial strategy, tax planning provides a vital piece of the puzzle. This is true for corporations, partnerships, sole proprietorships, and individuals.

There are a number of ways to reduce tax obligations, including:

  • Income shifting or deferral
  • Tax-deferred investing
  • Charitable contributions
  • Better utilization of deductions
  • Adjusting your filing status

The timing of purchases and expenditures can also influence your tax liability, along with your type of retirement plan. For businesses, tax obligations are largely determined by the business type and accounting model.

Hire an Experienced, Qualified Consultant

With more than three decades of experience to our credit and the highest certification credentials available from the IRS, the Sonoma valley wealth management services offered by Meyers Financial are second to none. No matter how complex your business or filings, our tax experts are up to the challenge. As a member of both the National Association of Enrolled Agents and the California Society of Enrolled Agents, Lillian Meyer is federally licensed in all 50 states and U.S. possessions, and qualified to handle taxation for representation, collections, appeals, and the preparation of complex returns.

Meyers Financial services corporations, estates, and individuals throughout Northern California. To schedule an initial meeting and evaluation, get in touch with us today. We'll provide you with the information you need to make prudent, workable tax decisions!

Contact us at any time to get started with tax planning.