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Sacramento, CA CPA Firm | Tax Planning Page | Joyce Stephens, CPA
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Tax Planning

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Where's My Refund?

When will you receive your refund? The answer depends on how you filed your return. The IRS should issue your refund check within six to eight weeks of filing a paper return.

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Tax Planning

Tax Planning


Planning is the key to successfully and legally reducing your tax liability. I go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

I make it a priority to enhance my mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Businesses and individuals pay the lowest amount of taxes allowable by law because I continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

I recommend Tax Saving Strategies that help you...

  • grow and preserve assets by keeping Uncle Sam out of your pockets.
  • defer income so you can keep your money now and pay less taxes later.
  • reduce taxes on your income so you keep more of what you make.
  • reduce taxes on your estate so your family keeps more of what you've made.
  • reduce taxes on your gifts so you can give more.
  • reduce taxes on your investments so you can grow your wealth faster.
  • reduce taxes on your retirement distributions so you can retire in style.

 
Here are just a few of the Tax Saving Strategies I use...

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
  • Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

Remember, I work for you not for the IRS. Many of my clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

If you'd like to receive more information about my Tax Planning Service, please complete this form.

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Joyce Stephens, CPA
El Dorado Hills, CA 95762
Joyce@jstephenscpa.com
Phone: (916) 316-2827
Fax: (916) 307-5205

Joyce Stephens, CPA
Sacramento, CA  95835
Phone: (916) 316-2827 | Fax: (916) 307-5205
Joyce@jstephenscpa.com
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