Tax Planning In Brea
If you're looking for tax planning services in Brea, CA, you can't go wrong with the professionals at Lighthouse Financial. Our CPAs are experienced in helping individuals and businesses save money on their taxes. We'll work with you to develop a plan that fits your unique needs, and help you stay tax-compliant all year long.
In-House Tax Specialists And CPAs
In addition to being able to provide you with personalized investment assistance and retirement planning services, Lighthouse Financial also has in-house tax specialists and CPAs. We can handle all your tax planning needs, from individual income taxes to complex business tax issues. Our team is experienced and knowledgeable, and we're always up-to-date on the latest tax laws and regulations.
One of our primary goals as a tax planning firm is to help our clients save money on their taxes. We do this by developing customized plans that take advantage of all available tax deductions and credits. We'll work with you every step of the way to ensure that you stay within the law and get the most bang for your buck.
Personalized Services Based On Your Goals
At Lighthouse Financial, we don’t believe in one-size-fits-all wealth management and retirement planning. Because everyone’s circumstances are different, everyone deserves a plan that is based on what they have, what they want to have, and how much time they have to get there. That philosophy is why we base investment decisions on your goals. If you need to play catch-up, we can tailor a more aggressive plan. If you need stability above all else, our in-house team of financial advisors can invest your money in a way that will make sure you have what you need when you’re ready to retire.
Tax Preparation Services!
One of the services that we offer to our clients is discounted tax preparation. Since we are handling your investments, we are uniquely situated to help reduce your tax bill. Our in-house team of CPAs and financial advisors will do everything they can to keep as much of your money in your pocket as possible.
Lighthouse Financial is a comprehensive financial services firm committed to helping our clients achieve their long-term financial goals. Our team of experienced professionals provides expert guidance in areas such as retirement planning, investment management, tax planning, and more. Contact us today to learn more about how our Brea-based team can help you.
Get In Touch
Contact our team of professionals today.
ADDRESS
3070 Saturn Street, Suite 101. Brea, CA 92821