TAX PLANNING

Employment Benefits Planning
Offering competitive benefits to your employees not only attract new employees, but also prevent losing them to other employers. Qualified pension plans will have significant tax benefits for small and mid-size business owners. We can create an employee pension plan that meets your business's objectives.

Retirement Planning
How much do you need to save before retirement? Simply starting to think about retirement is often the hardest part. By reviewing the pros and cons of all the tax friendly retirement accounts, we will give you information, tips and advice to get started planning.

Education Saving Planning
As parents, it is wise to plan for your children's college education and choose from an array of tax-favored saving accounts in advance. By reviewing your family’s financial outlook, we can help you with a strategy that best meets your needs.

Estate Planning
Almost everyone has an estate. Your estate is comprised of everything you own —- your car, home, other real estate, checking and saving accounts as well as all the investments. Making an estate plan in advance is essential to protect your assets.

If you want to choose our service, here are the two ways to do it:
Option 1 Visit our office at 20111 Stevens Creek Blvd Suite 270 Cupertino CA 95014 or call 408-490-4556 for more information.
Option 2 Register as a member, choose the service, and upload the files. We will do the rest for you. For pricing information, please refer to the Pricing page.