TAX PREPARATION AND PLANNING – Citifund Financial

Tax Planning & Education

Tax planning is essential to helping you successfully and legally reduces the amount of your tax liabilities. In addition to making sure that your business is tax compliant, we also can suggest tax saving strategies that will maximize your after-tax income.

We offer tax and education planning to assist start-ups, as well as, established businesses. We will provide you with a complete list of the most commonly overlooked deductions so that you can limit your tax liability for the following year.

We’ll also assist you with tax planning by:

helping you to defer income so that you can save money now and pay less taxes in the future
lower taxes on your income so that you can keep more of your earnings
lower taxes on your estate and gifts so that the beneficiaries can keep more of what you have given
lower taxes on investments and retirement distributions so that you can maintain your lifestyle and much more.

As a Small Business Owner, we can help with your Personal & Business taxes for Tax Savings , working with a professional tax planning service can help save you more money. CITIFUND FINANCIAL offers the expertise that you need to save on your taxes at affordable prices.

Tax Resources
Here are some links to help you learn more about CA taxes:

CA Department of Taxation
Tax Information for Individuals - Internal Revenue Service
Business Taxes - Internal Revenue Service

If you'd like to receive more information about our CITIFUND FINANCIAL Planning Services, please call us at 📞(310) 672-5000 or contact us by email ✉citifundfinancial@gmail.com

Tax Planning & Education

Services

Contact

310 672 5000