How to Get Your Tax Strategy

Pasadena Tax Planning

At Figueroa & Co, we specialize in designing tax planning strategies that are aimed at both your business and personal tax situation. As a Certified Tax Coach, we know how to leverage every available tax credit, deduction, and loophole to legally reduce your tax obligations and ensure you never pay one dollar more the U.S. tax code requires.

Working with our Pasadena, CA accounting firm is not only easy and convenient but it also makes financial sense. Are you ready to get your money-saving tax strategy? Here’s how it works:

Meet Your Tax Coach

To get started, you’ll have a brief interview with your tax coach to learn about you and your financial and business goals. We’ll ask questions about your current situation and where you’d like to be down the road.

Complete a Tax Questionnaire

Next, you’ll complete a brief questionnaire to provide more detail about your investments and your business entities (S Corporation, LLC, Limited Partnership, etc.). We’ll also need copies of some of your past tax returns and any other information you can tell us about where your money goes.

Get Your Proactive Tax Strategy

We’ll use all of this data to explore a variety of options to minimize and eliminate taxes for you and our research typically takes about two weeks to complete. We then incorporate all of these ideas into a comprehensive tax strategy that we write-up and deliver to you. Your tax strategy is presented in a way that’s easy to understand and interpret but, just to be sure you don’t miss anything, we schedule a follow-up call to answer any questions.

Put Your Tax Plan in Motion

We don’t drop your tax strategy and run. We want to become your trusted advisor so we’ll be by your side to help you implement your tax plan and see big savings on your taxes. Our reliable financial guidance will help you grow your wealth, build your business, and meet your financial goals.

Find out how Figueroa & Co can create an effective tax strategy that works year-round to proactively limit your tax exposure. Call us today at 626-793-4322 to schedule your free consultation. As a thank you for scheduling your consultation, we'll provide our free book, The Great Tax Escape*.