E: pam@blairtaxadvisors.com / T: (650) 573-7530
Client Portal Login    Subscribe
San Mateo, CA Accounting Firm | Tax Planning Page | Compass Financial Management, Inc
  • Home
  • My Practice
  • My Services
  • Newsletter
  • Financial Guides
  • Tax Center
  • Calculators
  • Resources
  • Contact Me

Tax Planning

Call Us: (650) 573-7530
  • broad range of Accounting services
    We help you take charge of your finances to ensure a sound and secure future. Read more
  • Blair Tax Advisors
    Count on us to take the worry, leaving you to do what you do best. Read more
  • Secure client portal
    Providing the support you deserve.
  • Small enough
    As a valued client, you get a secure, password-protected portal. Read more

Our Newsletter

Our monthly newsletter, financial guides, and interactive calculators help you stay informed about your finances.

Newsletter

Send Us a File

Use our convenient SecureSend page to securely deliver a file directly to a member of our firm.

Send Us a File

Our Services

We offer a broad range of services for business owners, executives and independent professionals. Please call us for a free initial consultation.

Reports

Financial Guides

Click on any of the report categories listed below to find practical, unbiased information to help you reach your financial goals.

Guides

Featured Articles

Tax Planning

Tax Planning


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

I make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Businesses and individuals pay the lowest amount of taxes allowable by law because I continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

I recommend Tax Saving Strategies that help you...

  • grow and preserve assets by keeping Uncle Sam out of your pockets.
     
  • defer income so you can keep your money now and pay less taxes later.
     
  • reduce taxes on your income so you keep more of what you make.
     
  • reduce taxes on your estate so your family keeps more of what you've made.
     
  • reduce taxes on your gifts so you can give more.
     
  • reduce taxes on your investments so you can grow your wealth faster.
     
  • reduce taxes on your retirement distributions so you can retire in style.


Here's just a few of the Tax Saving Strategies I use...

  • Splitting income among several family members or legal entities in order to get more of the income taxed in a lower bracket.
     
  • Shifting income or expenses from one year to another in order to have it fall where it will be taxed at a lower rate.
     
  • Deferring tax liabilities through certain investment choices such as pension plans, retirement contributions and other similar plans.
     
  • Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
     
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

Remember, I work for you not for the IRS. Many of my clients save many times my fee in reduced tax liability through careful planning and legitimate tax strategies.

If you'd like to receive more information about my Tax Planning Service, please complete this form.

Name
Phone
Email
Best Time To Call
Comments
CAPTCHA Image

[ Show a different Image ]
Blair Tax Advisors
1660 S Amphlett Blvd, Suite 108
San Mateo, CA  94402
Phone: (650)573-7530
pam@BlairTaxAdvisors.com

Blair Tax Advisors 1660 S Amphlett Blvd, Suite 108 San Mateo, CA  94402
Phone: (650) 573-7530 | Fax: (650) 434-0797
pam@blairtaxadvisors.com
Login   Search   Site Map   Privacy Policy   Disclaimer