Tax Planning Services

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Tax services for individuals and businesses have been our foundation, including tax planning and return preparation. But this involves so much more than entering numbers in a tax return. Our expert attention helps you navigate the most simple personal and business planning situations or more complex considerations, such as investments, entity structuring or accounting method selection. We also offer representation in tax authority examinations, as well as estate planning and international tax services.

Individual Tax

Our tax planning and management specialists will assure that you are taking advantage of all the available deductions, incentives, and tax credits. Proactive estate planning and financial planning, along with trusts and gifting, can also have a positive impact on your tax situation.

Corporate Tax

We experienced corporate tax planning and management specialists know the complex, changing laws that affect business tax at the federal, state and local levels. Our tax planning and management CPAs develop tax strategies for businesses of all sizes to maximize tax savings.

Federal Tax

Federal taxes constitute the biggest part of the tax burden for most taxpayers. That makes it essential to take full advantage of tax deductions, credits and planning strategies so you can reduce the drag of these taxes on your profits and net worth.

State and Local Tax

On the use tax side, are you confident that you’re paying the right amount of sales taxes on the assets and supplies that you use in your business? How do you know? At ADVANTA, we can help you answer these questions and more. Our goal is to help ensure that you are taking advantage of various incentives and other opportunities to reduce your sales and use tax burden to the minimum required amount.

International Tax

Silicon Valley continues to attract foreign nationals and business entities with complex cross-border income and tax situations. This requires strategies designed to both pursue your interests and maintain compliance with U.S. tax requirements. We assist individuals, families, and businesses with guidance on reporting income or revenue earned here and abroad, as well as transfer pricing considerations.

Estate Trusts and Gifts

Thorough estate and financial planning include making arrangements for education, retirement, investment of your assets and continuation of a closely held business. These plans will provide for your lifetime needs, as well as those of your descendants and dependents. A solid estate plan can reduce your beneficiaries’ tax burden.