Tax Planning

It is our job to see that you pay no more tax than the law requires.

Tax Planning

We monitor the changes in the tax law that could affect you and recommend tax saving strategies. We will prepare all your tax returns, and if needed, we can prepare your financial statements. We look to serve as your advocate in all tax matters.

If you are contacted by any government agency concerning your tax matters, your first contact should be to: Theresa M. Stewart Accountancy via e-mail at: theresa@tmstewartcpa.com.

We will take care of it so that you can get on with your business.

There is a certain mystique that has grown up around tax planning and tax-cutting techniques. We are here to put tax planning in plain English for you. We provide total: business tax, financial and accounting solutions.

There are actually several basic tax-cutting strategies, and most plans involve one or a combination of them. In a nutshell, the strategies are:

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower brackets.
  • Shifting income from one year to another in order to have it fall where it will be taxed at the lower rate.
  • Shifting deductions from one year to another to place them where the tax benefit will be greater.
  • Deferring tax liability through certain investment choices and through pension plan contributions.
  • Structuring your affairs to obtain a tax deduction for some expenses paid for things you enjoy – a vacation home, for example
  • Investing your money to produce income that is exempt from either federal or state income tax, or both.

Tax Planning can be a headache, right?

Well not with Theresa M. Stewart. She will make preparing your taxes easy, and the filing process is surely to bring you a speedy return.

Plan for your Taxes with a local Certified Public Accountant in Santa Clarita? Our Santa Clarita Valley office is here to assist you in filing your taxes, along with tax planning and financial service needs.

Let’s get acquainted! Email us for a free 15 minute consultation.
Theresa M. Stewart C.P.A. today via e-mail at: theresa@tmstewartcpa.com.

Theresa Stewart has been serving the Santa Clarita CA since 1985. Theresa and her team of professional accountants would love to help you with your personal or business tax preparation for a safe and profitable return. If you have a local Santa Clarita CA business please feel free to contact us. Email Theresa M. Stewart C.P.A. today via e-mail at: theresa@tmstewartcpa.com.

C.P.A. Santa Clarita serving, zipcodes: 91355, 91350, 91351, 91321, 91387