Tax Planning

Hire an Experienced, Qualified Consultant

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!

Minimizing Your Tax Liability 

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.

<a data-mce-href="" href="">What to do with the money from a Legal Settlement and is it taxable?</a>

What to do with the money from a Legal Settlement and is it taxable?

What to do with the money from a Legal Settlement and is it taxable? You just received word that you are the recipient of a legal settlement Your attorney is happy to notify you that you have a legal settlement check waiting for you...

Why Choose Meyers Financial Services, Inc.?

 Three Decades of Experience in Taxation
 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.

Client Centered

Client Centered

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All it takes is 30 minutes on the phone to decide if we would be a good fit to work together. There’s no obligation and no pressure. Contact us at (707) 935-1124 to schedule your appointment.

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