At Milestone Certified Public Accountants, we offer expert tax planning services near Pleasanton, CA that help clients stay compliant, minimize taxes, and strategically grow wealth. Tax planning is not just for year-end—it’s a year-round process that can save thousands when handled correctly. Whether you’re an individual, business owner, retiree, or investor, our CPAs create a forward-looking tax strategy tailored to your financial goals.
Tax planning involves analyzing your financial situation to implement strategies that reduce your taxable income while remaining fully compliant with IRS regulations. It’s about making informed decisions today to benefit your future financial position.
Tax Projections & Estimates
We offer mid-year and year-end tax projections to help you understand your expected tax liability. This gives you time to plan and avoid unpleasant surprises.
Tax Credit Optimization
We identify and apply for tax credits your business may qualify for, including R&D, energy efficiency, and employee retention credits. These can significantly reduce your tax bill and improve cash flow.
Legacy Planning & Strategy
We develop customized, forward-thinking tax strategies to help individuals and businesses minimize their tax liabilities. Our proactive approach ensures you’re making informed financial decisions throughout the year—not just at tax time.
Tax Strategies for Retirement, Investments, and Estate Planning
We work closely with you to understand your unique financial situation and develop a personalized tax plan that aligns with your objectives. Our tax planning services include:
Create a strategic tax plan
Minimize estate and gift taxes
Tax Credit and Incentive Identification
Create Roth conversion strategies
Defer or eliminate capital gains taxes
Real estate income planning
Tax-efficient investment strategies
Divorce & Settlement Tax Analysis
Retirement contribution analysis
Pass-through income tax strategies
Schedule a tax planning consultation to optimize your financial strategy.
We work closely with you to understand your unique financial situation and develop a personalized tax plan that aligns with your objectives.
