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Tax Services

Income Tax Return Preparation & Planning Services in Marin County

Minimize Your Annual Tax Burden with Proactive Tax Planning

End of Year Tax Planning

Click here to read our end of year tax planning letter.

Individual and Business Tax Return Preparer Marin County

Smart tax planning equates to paying less tax, and we know this is one of your top priorities. Whether you’re an individual, corporation, partnership, estate or trust, we can accommodate your needs. Our seasoned Tax Professionals will work with you all year to develop a tax-saving strategy that is customized to your unique financial position.

Our goal is to make the tax process as convenient and pain-free as possible. That’s why we offer our clients 24/7 access to all of their tax information via a secure online account on our website. Simply login to review tax and financial documents electronically and track the progress of e-filed returns.

We are also aware that nothing strikes fear in the taxpayer’s heart more than a notice from the Internal Revenue Service, which is why we also offer tax resolution services. In the event of a tax or payroll audit or in situations of delinquent tax assessments and levies, you have the peace of mind in knowing that your trusted advisor is there with the expertise required to resolve any situation.

Income Tax Return Preparation & Planning Services - Bridgewater CPA's

How Can a Good Tax Strategy Help You?

Any tax shop that provides basic services can put the numbers in the right place and file your tax returns for you at the end of the year, but a tax strategy provided by a knowledgeable CPA allows you to make good choices for your financial future. Using a CPA as your tax preparer provides eyou with ffective tax advice and planning which helps you to minimize your taxes and keeps more money in your pocket, instead of Uncle Sam's. But who should you take tax advice from? You'll probably get lots of it over your lifetime- from family, friends, and business acquaintances. The best know-how comes from a trusted tax professional who has deep experience with saving clients money and who keeps on top of ever-changing tax laws and precedents.

Advanced Tax Services

At Bridgewater CPAs, our main goal is not to simply file your tax return for you at the end of the year, but to help you plan out your affairs to save taxes down the road. We have many years' experience with:

  • Tax Deferral
  • Estate Planning
  • Investing
  • Gifting

With solid, tested tax strategies, you can ensure that you retain as much of your income as you can over your lifetime to help you lead a more comfortable life and to pass your funds on as you wish.

Contact us to discuss with a tax preparer in Marin County. Whether you're a small business owner or simply an individual seeking tax relief, we can find the right strategy for you and tailor it to your needs. You will always know and understand our fees and processes and, in many cases, with your new tax savings, our services pay for themselves. Don't wait until tax time. Call us today! 415.528.5400

Tax Preparation
Effective tax preparation and tax saving strategies from an experienced Marin county Certified Public Accountant and tax professional.
 
Tax Planning
Planning is the key to successfully reducing your tax liability. We go beyond tax compliance and proactively recommend strategies to maximize your after-tax income.

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