Tax Planning & Advising
A Year-Round Tax Plan is the Key to Reducing Your Tax Liability
We navigate the complexities of the tax code, so you don’t have to.
In fact, we study tax regulations and the impact of proposed changes so we can keep you, your family, and your business ahead of the curve and protected from what’s to come.
North Bay's Best Tax Advisor Firm
Contact us for a FREE one-hour consultation where you can share your questions about your individual or business financial and tax needs in utmost confidence.
Tax Smart Strategies for High Net Worth Individuals
When it comes to protecting and preserving wealth, you need comprehensive tax planning that considers your entire financial situation now and in the future.
Our wealth management experts incorporate tax planning, preparation, and other custom solutions to help you take a proactive approach to managing capital gains and to minimizing tax consequences as part of your overall wealth strategy.
Frequently Asked Questions For Hiring A Tax Advisor
When it comes to tax planning and advisory services, you’ve got questions – and our team of experts have answers that are clear and easy to understand.
Who Needs Tax Planning Services?
We think almost everyone benefits from tax planning, But most business owners and high net worth individuals can’t afford to forgo tax planning services. Without real guidance you can end up paying more taxes now and in the future. Plus, without a strong, tax-smart approach to investing, you can end up exposing yourself to increased ordinary income or capital gains.
How Do You Know What The Future Holds In Terms of Taxes?
The state and federal tax codes are always changing. We stay up-to-date on proposed changes and then we calculate the potential tax implications for our clients. Because we understand your entire financial situation, we’re able to advise you and make changes quickly to keep your assets protected.
When Should I Start Tax Planning?
Right now. There’s no better time and there’s no benefit to putting it off. Call us today.
How Do You Define "High Net Worth"?
Here at Books In Balance, our tax advisory and wealth management solutions are designed to most benefit individuals or couples with $1MM currently invested or in savings.
We go beyond Wealth Management & accounting
We proudly provide all the in-person and virtual services you need to take your business and your life to the next level without stress, overwhelm, or outlandish fees.
“I was in a real bind. I had just opened my new automotive repair business in Greenbrae and I found myself in a situation where I needed some business consultation fast. Our current accounting system was lacking and the procedures that existed in place were not working. I asked Books In Balance to come in and see if they could help me get running smoothly. This turned out to be a long process because I knew before I called them, I needed a whole lot of help. Well, to make a very long story short, Books In Balance was great! They literally took the entire back end of the office and reworked everything from overseeing a server installation, installation of new accounting software and utilities to manage my resources better. They implemented complete systems and procedures and did the first 6 months of running all of our accounting systems. I would have been happy to keep them, but they advised me that it would be more cost-effective to hire a full-time bookkeeper and office assistant. Now Books In Balance is training my new employees. I would highly recommend Books In Balance to anyone wanting expert help and affordable pricing. They were very fair in working out special package pricing in order to save me from hourly billing when that was more efficient for my circumstances. I will be keeping Books In Balance on board to do quarterly reviews for my business going forward as well as all my business and personal taxes.”