5435 Oberlin Dr, San Diego, CA 92121
Tax Planning
Personal Tax Planning Services Include:
1. Income Tax Planning: Understand how different sources of income impact your tax situation. We help you optimize your income structure to reduce your tax burden while ensuring compliance with all regulations.
2. Retirement Planning: Secure your future with our comprehensive retirement planning services. We assist you in choosing the right retirement accounts, maximizing contributions, and planning for tax-efficient withdrawals.
3. Investment Tax Planning: Optimize your investment strategy with our expert guidance. We help you understand the tax implications of different investment vehicles, manage capital gains and losses, and implement tax-efficient investment strategies.
4. Estate and Gift Tax Planning: Ensure your legacy with our estate and gift tax planning services. We help you develop strategies to minimize estate taxes and efficiently transfer wealth to your beneficiaries.
5. Education Savings: Plan for your children’s education with tax-advantaged savings plans. We guide you through the options, including 529 plans and other tax-advantaged accounts, to help you save for education expenses.
6. Charitable Giving: Maximize the impact of your charitable contributions with our charitable giving strategies. We help you understand the tax benefits of charitable donations and develop a giving plan that aligns with your values and financial goals.
Business Tax Planning
Drive Your Business Forward with Strategic Tax Planning
Effective tax planning is crucial for the success and growth of your business. At ATS, we offer comprehensive business tax planning services that help you navigate the complexities of the tax landscape and position your business for long-term success.
Our Business Tax Planning Services Include:
1. Corporate Tax Strategy: Develop a tax strategy that aligns with your business goals. We help you structure your business operations to minimize tax liability and take advantage of available tax incentives.
2. Entity Selection and Structure: Choose the right entity structure for your business. We guide you through the tax implications of different business entities, including sole proprietorships, partnerships, LLCs, and corporations.
3. Tax Credits and Incentives: Maximize your savings with available tax credits and incentives. We help you identify and apply for federal, state, and local tax credits that can benefit your business.