TAX PLANNING

Strategic Tax Planning Begins with Understanding Your Tax Bracket

We work with you to understand the tax bracket you are in, how key tax ideas work, what records to keep and basic steps to shrink your tax bill.

Tax rules can be complicated; but taking the time to know and use them for your benefit can change how much you end up paying (or getting back) when you file. We start by helping you understand key tax planning and strategies and planning, and how to make them work for you.

You can’t really plan for the future if you don’t know where you are today.

The United States has a progressive tax system. Basically, people with higher taxable incomes are subject to higher tax rates, while people with lower taxable incomes are subject to lower tax rates.

Tax Deductions.
Tax Credits.

Tax deductions and tax credits are an integral of preparing your tax return. Both reduce your tax bill, but in very different ways. Knowing the difference can create some very effective tax strategies that reduce your tax bill.

Standard Deduction or Itemize?

We Help You Make The Most Profitable Choice.

We begin here:

Deciding whether to itemize or take the standard deduction is a big part of tax planning, because the choice can make a huge difference in your tax bill.

1500 QUAIL STREET # 270

NEWPORT BEACH . CA 92660

PHONE 1.844.green60 or 1.844.473.3660
FAX 949.932.0673
EMAIL rob@NBCinc.blue

9330 CLIFTON WAY # 102

BEVERLY HILLS . CA 90210

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