Financial Freedom Allows Everyone to Pursue Happiness
BUT few realize how taxes hinder our ability to pursue happiness.
After over 15 years helping businesses and individuals make sound financial decisions and ethically reduce their tax liability, we’ve learned a thing or two about money. The number one lesson: Achieving financial stability and success eliminates a slew of stressors and worries from your life, and can enable you to pursue activities that bring you joy. In other words, money really can lead to happiness.
Minimize Your Taxes
JM Montoya CPA specializes in helping businesses (Sole Proprietorships, Partnerships, LLCs, Corporations), Individuals, Non-Profits, Estates and Trusts in Southern California and the surrounding areas optimize and minimize their taxes.
Jared Montoya, CPA, EA is known as the “Tax Doctor” because he diagnoses and cures tax-related problems, including issues with tax returns from prior years, and then helps clients maintain good financial health.
To ensure you benefit from all tax-lowering strategies that apply to your situation, available tax services include:
Tax amending – Diagnosis
- Reduce your tax liability by fixing problems that occurred in the past
Tax planning – Preventative Care
- Ensure you utilize all appropriate strategies to minimize your tax liability
- Create tax projections
Tax preparation – Primary Care
- Federal taxes
- International taxes
- Multi-state taxes
- Complex tax situations
- Foreign-earned income
Tax incentive programs – Tax Surgeries
- Programs to lower your business tax liability
Tax & business consulting – Specialized Care
- Partnership allocations
- Property depreciation and expense capturing
- Entity selection
- Tax implications of buying or selling a business
- Tax analysis of potential 1031 exchanges