We find tax efficient strategies that can save you money on your tax return
At Accountant Resources, we provide solutions that are structured to reduce your tax obligations. Directed by a CPA with over 10 years of accounting experience, our firm specializes in individual, businesses (LLCs, S-Corps), and trust ( Form 1041) tax planning. Whether you prefer a secure virtual consultation or an in-person meeting, we make tax preparation convenient and stress-free. From optimizing deductions to managing complex filings, we focus on strategies that save time, reduce liability, and put your mind at ease.
Tax Financial Planning
Individuals
We provide comprehensive tax planning for individuals with diverse financial situations. From Form 1040 to Schedule C for business income, Schedule E for rental properties, Form 8949 for securities transactions, and real estate or investment strategies, we help you increase your deductions while ensuring accurate and compliant reporting.
Businesses
Our firm supports entrepreneurs and other organizations with tax planning for LLCs, S-Corporations (1120S), C-Corporations (1120), and Partnerships (1065). Whether managing real estate holdings or navigating complex business deductions, we focus on optimizing structure, minimizing tax liability, and ensuring compliance.
Trust and Estate
We bring clarity to fiduciary tax obligations, specializing in Form 1041 and planning for trusts. Our approach ensures executors, trustees, and beneficiaries understand their responsibilities, while carefully structuring returns to preserve wealth, manage distributions, and reduce tax burdens for your family.
Striving to improve your tax savings
* Over 20 years in Finance and IT industries
* California Licensed CPA
* Rental property management experience
* CA State Real Estate Sales License
* 256-Bit encryption and other security measures for your data
* Flexible meeting options (Phone, Video Meeting, In Office)
* Total attention to each client from accountants
