Creative Tax Solutions

Creative Tax Solutions

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About

I pay special attention to my clients and their specialized needs. Having a diverse background of more than 40 years in real estate, financial planning, securities and investment helps me provide my clients with not only current information but allows me work with my clients other professional advisors.

This background gives special knolwdge that many accounts lack. My service provides more than just number crunching.


Highlights

27 years in business
Serves Aliso Viejo , CA

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Frequently asked questions

I meet with most of my clients in my office.  However, I do travel to some of them that need the extra service. 

Personal Income Tax clients will out a one page data questionnarie to start the process.  I then ask a series of questions that are designed to give me their complete income and potential tax issues. 

After all the data has been collected it is put into the computer which generates their tax returns. 

I have clients all over the country and in several foreign countries.  Many of my current clients have been referred to me by past and present clients.

I am licensed to prepare personal and business tax returns by the IRS and have done so for many many years.

Every income tax return is different.  I can't quote a price prior to gather all of the clients' data.  A tax return in composied of many different forms and scheduls.  Ihave a standard price for each form or schedule.

As a Registered Investment Advisor and Real Estate Broker I had many people inquire about income tax professionals.  Some of my clients were not happy with the service or professionalism of their current tax professional. 

It became obvious that if I wanted happy clients I should take the steps to personally prepare some of my clients' tax returns. 

After some very extensive trainning I became licesnsed to work with those clients who were seeking my help.  Many of those individuals have been with me for almost 20 years.

My clients are very diverse.  Many are just getting started and need just a little help while others have very complex tax issues. 

I also do tax returns for small to medium sized corporations, LLC and partnerships.

I recently assisted an elderly lady 96 years young with her tax returns.  SHe was a delight and very sharp. 

I believe that experience is the most important thing that a client should be looking for.  In my financial planning practice I was often compared to younge people just coming into business with an MBA from a highly reguarded educational institution. 

However, without actual experience in the business world many of the newly and well educated individuals are destined to fail because they only know what a book taught them and have never been in the trenches solving real workd issues.

Do they really need a tax professional?  Off the shelf software does a great job for many individuals.  A young couple with a child or two who owns a home and has a little money in the bank most likely does not need the services of a professional. 

When individuals become self employed, have extensive investment portfolios or have acquired a few pieces of real estate they should start thinking about hiring a tax professional.


Services offered