Tax Pros of North County San Diego - Financial Planning

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TAX PROS SERVICES

Business Plans & Capital Acquisitions

Tax Pros staff members have developed many complex as well as simplistic business plans allowing its clients to raise over $2 billion dollars in equity and debt financing. The company’s main focus is on Small Business Administration (SBA) Loan package preparation and business plan preparation for bank loans in the $20,000 - $1,000,000 range. Our SBA loan package preparation fees are fair, affordable and comparable.

Tax Preparation & Planning

Tax preparation and planning continues to be our number one service. We typically prepare taxes for Corporations (C and S), Trusts, Sole Proprietors, and individuals. We do more than just crunch the numbers. We make sure we give cutting edge tax advice and we are always proactive rather than reactive when it comes to tax preparation. We also strive to explain each client’s tax return in the detail they request. We are unmatched from a tax planning perspective, we save our clients thousands of dollars each year as a result of proper tax planning. Our tax return fees range depending on need and our tax planning services are either flat fee quoted or billed per hour.

Financial Planning & Investing

Tax Pros typically gives advice and develops Personal Financial plans and Business Financial plans which incorporate trusts and estate planning. We also advise businesses whether family owned or not on continuation planning. We are typically fee based planners that stand by what we develop for our clients. We strive in all of our arrangements to share some risk with our clients, unlike brokers who get paid whether you make or lose money. We believe that with the technology available everyone should take control of their money and if clients are not comfortable with the computer we will do what it takes to help them take control of their financial destiny.

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Tax Pros Financial Planning Services