Lisa is dedicated to going beyond routine tax return preparation for individual clients. At the heart of her approach is the belief that effective financial health requires meticulous planning. She emphasizes the importance of a robust, comprehensive tax strategy as the key to minimizing taxes, managing finances, maximizing assets, and achieving personal goals.
As a CPA in Morgan Hill, CA, Lisa provides services beyond tax preparation, helping clients develop solid plans that extend beyond the current year. This includes considerations for future expenses such as educational savings, retirement funding, and asset and estate protection. Contact us to schedule a consultation.
Tax Planning
Individual Tax Planning
Lisa’s approach to individual tax planning goes beyond preparing forms each year. Key benefits include:
- Minimizing taxes while maximizing wealth
- Planning for retirement, education, and future expenses
- Protecting assets and preparing for estate considerations
For high net worth individuals, annual tax planning includes proactive strategies to preserve wealth and minimize liabilities. Lisa helps clients navigate complex tax laws, identify tax-efficient investment opportunities, and implement strategies aligned with both short-term needs and long-term goals.
Working with Lisa offers confidence that financial affairs are managed with foresight, creating a foundation for lasting financial success.
Corporate Tax Planning
For corporate clients, careful tax planning is essential to minimizing tax liability and enhancing profitability. Lisa works with businesses of all sizes, from large corporations to startups, providing:
- Expert tax planning and preparation
- Strategies to reduce taxes legally
- Guidance to improve overall financial outcomes
Small Business Tax Planning
Small businesses have unique tax needs. Lisa provides personalized support for:
- Quarterly filings and year-end taxes
- Strategic planning to minimize liability
- Guidance through changing tax regulations
By leveraging her experience and professional network, Lisa helps small businesses create a solid tax foundation that supports long-term growth and profitability.
Annual Tax Planning for High Net Worth Individuals
For high net worth clients, tax planning goes beyond filing returns. This includes:
- Year-round advisory to adjust strategies based on changing laws and market conditions
- Identifying tax-efficient investment opportunities
- Implementing strategies that align with personal financial goals
This comprehensive approach ensures clients can make informed decisions throughout the year, not just during tax season.
FAQs
What is tax planning and why is it important?
Tax planning is a strategic approach to managing your finances and minimizing taxes. It helps individuals and businesses make informed decisions to maximize wealth and ensure long-term financial stability.
How does Lisa help small businesses with tax planning?
Lisa assists small businesses with quarterly filings, year-end tax preparation, and strategic planning to reduce tax liability, stay compliant, and support profitability.
What does tax planning look like for high net worth individuals?
For high net worth clients, tax planning involves sophisticated strategies including wealth preservation, tax-efficient investments, and year-round advisory to optimize financial outcomes.
When should I start working with a CPA on tax planning?
The best time to start tax planning is now. Early planning ensures you take advantage of deductions, credits, and strategies that maximize savings throughout the year.
