Expert individual and business preparation, prior-year services, multi-state filing, representation and more.
Whether you’re starting a business, working for a company that has awarded you stock options or restricted stock, you own a rental property, you are self employed, or retired, Spinnaker Tax Group provides a tax service that will get your taxes done right for your needs.
Call us today and get the savings and peace of mind you deserve.
Sound planning is the key to managing small business tax liabilities. Spinnaker Tax Group offers tax planning services and consulting for individuals as well as businesses at every stage.
Our approach ensures that you remain positioned to take advantage of all tax deductions allowed under state and federal law.
For new businesses, implementing the right tax strategy at the outset can make all the difference in profitability later on, so we create short- and long-term tax plans that encourage sustainable growth and profitability. For established companies, we review your structure and help implement changes needed to increase profits.
We understand that life doesn’t always go as planned and no two businesses are alike. We can help advise you on best ways to manage your tax issues during a divorce, a probate case and other situations.
Working in lockstep with your financial advisor, we can guide you on the most advantageous strategies for managing capital gains, IRA distributions and more.
And we are here to take the stress out of those unexpected letters from the IRS, assisting with your response and representation even if we didn’t prepare your prior year’s return.
When we prepare your tax return, you won’t have to wonder if it was done correctly. You’ll have confidence that your filings are completed consistent with all current state and federal regulations.
To get started, call 949-396-6700 now or request your free phone consultation by clicking below or contacting jessica@spinntax.com.
Spinnaker Tax Group provides tax preparation services for everyone including small businesses, entrepreneurs and individuals. No matter what your needs require, you’ll benefit from our experience, expertise and friendly customer service.
We work with your financial advisor to ensure your tax strategy is in lockstep with your plan and objectives, not unlike having a full-time CFO and Big-3 team on your side.
We make it our business to know the latest tax rules inside and out. We’re constantly on the lookout for new legislation we can use to reduce tax liabilities for our clients. We methodically review your paperwork, receipts, and past tax returns and employ tax strategies that will help you to retain more of your income.
Contact us today to learn how we can help you!
