Tax Planning & Consulting
Formulating tax strategy for future success: a Los Angeles tax advisor working year-round to lower your obligations.
Year-Round Tax Planning
Most strategies that lower a tax bill have to be in place before the year closes. By April the options are gone.
GT's tax consultants plan year-round for small businesses and individuals across Los Angeles, Glendale, Burbank, Pasadena. We build the strategy around your entity structure, your investments, your goals, then adjust it when the law changes.
Our Tax Planning & Consulting Services Include:
- Year-end tax planning
- Multi-year tax projections
- Multi-state tax planning
- Evaluation of entity structure
- New business formation & incorporation
- Analysis of impacts from tax law changes (TCJA, COVID-19, CARES Act)
- Minimizing alternative minimum tax for high net worth individuals
- Tax strategies for investment planning and capital gains
- IRC Section 1031 exchanges of investment or business properties
- Retirement planning
- Medical care tax planning (Affordable Care Act)
- Analysis of tax carryovers
- Amended returns for tax refunds
Planning works alongside tax preparation. Real estate investors: our real estate tax practice covers 1031 exchange consulting and calculations.
When Should Tax Planning Start?
Before the year ends. Equipment purchases, retirement plan contributions, entity elections, income timing: each closes on December 31. We review client positions in the fall, while there is still time to act.
Request a Free Tax Consultation
Bring your prior-year return plus a picture of the year ahead. We will name the planning moves worth making before year-end.