High Net Worth Tax Services
Proactive tax planning is critical to managing taxes and maximizing assets for high net worth individuals. Tax planning is most effective when you work with an experienced professional who not only explains the options available to you, but one who takes the time to understand your short and long-term goals. At Tahim & Associates, our Santa Ana CPA firm has many years of experience creating tax planning strategies and personal tax solutions for high net worth individuals, entrepreneurs, and business owners. We’ll work with you to define a personalized plan designed to minimize your overall tax burden and avoid surprises.
When you become our client, we not only offer advice before you make financial decisions, but provide ongoing support to help you stay compliant with tax laws as they change. Our plan will also consider a variety options for minimizing estate taxes like deciding what assets to distribute and to whom, whether to liquidate assets, what kinds of investments to consider, and more.
High Net Worth Tax Solutions You Can Trust
Our firm is made up of qualified, experienced, accountants and CPAs who focus on developing creative ideas for high net worth tax planning. To learn more about how we can save you money on taxes, contact us today at 714-772-4744 to get started or request a consultation online now.
- High net worth income tax preparation
- Income tax projections
- Innovative tax saving techniques to preserve assets
- Federal and State tax advocacy
- Integrated income, investment, and estate tax strategies