Tax Planning

With more than three decades of experience to our credit and the highest certification credentials available from the IRS,  offered by Meyers Financial Services. 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 Meyers 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, Inc. strategies for 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!

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 trusts & estates, 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.

✅ Three Decades of Experience in Taxation
✅ 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.

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