Tax Planning & Consulting
Formulating tax strategy for future success — a Los Angeles tax advisor working year-round to lower your obligations, not just once a year at filing time.
A Game Plan for Your Taxes
No coach walks into a big game without a game plan — yet many taxpayers walk into every tax year without one. The difference between reacting to your tax bill in April and planning for it all year is often measured in thousands of dollars.
GT's tax consultants provide year-round, proactive tax planning for small businesses and individuals across Los Angeles, Glendale, Burbank, and Pasadena. We build a strategy around your specific situation — your entity structure, your investments, your goals — and adjust it as tax law and your circumstances change, so you can make informed financial decisions with the tax consequences already understood.
Our Tax Planning & Consulting Services Include:
- Year-end tax planning
- Multi-year tax projections
- Multi-state tax planning
- Evaluation of entity structure
- New business formation & incorporation
- Analysis of impacts from tax law changes (TCJA, COVID-19, CARES Act)
- Minimizing alternative minimum tax for high net worth individuals
- Tax strategies for investment planning and capital gains
- IRC Section 1031 exchanges of investment or business properties
- Retirement planning
- Medical care tax planning (Affordable Care Act)
- Analysis of tax carryovers
- Amended returns for tax refunds
Planning pairs naturally with professional preparation — and for real estate investors, our real estate tax practice handles 1031 exchange consulting and calculations in depth.
When should tax planning start?
Before the year ends — most strategies close on December 31. Equipment purchases, retirement plan contributions, entity elections, and income timing all have deadlines that April filers discover too late. We review clients' positions in the fall so there is still time to act on what the projections show.
Request a Free Tax Consultation
Bring us your prior-year return and a picture of the year ahead — we'll identify the planning opportunities worth acting on before year-end.
Request a Free Consultation
Get in Touch with Our Tax Experts
Talk with an experienced Glendale CPA about your tax and accounting needs — no obligation. Call 818-570-0071 or book a time online.