Strategic Tax Planning

While it's true that most people in La Puente don't pay attention to their taxes until the payment date is due, the secret about taxes is that the more planning you do, the more you'll save. Let Bates Income Tax & Notary Svc be your partner and we'll help you set up a tax strategy not just for today but also for years to come.

Meeting your needs

Bates Income Tax & Notary Svc tax planning services in La Puente start with an initial consultation to determine your exact needs as well as identify potential areas that could result in a lower tax bill on a multi-year timeline. Our tax planning specialists are well-versed in deferred income, reducing estate taxes, and coordinating your life plans with existing tax benefits.

The key to successful tax planning in La Puente is being proactive. At Bates Income Tax & Notary Svc, we understand this concept and have worked out custom strategies for our individual and corporate clients that include structuring and splitting income as well as using deferment tactics that can lower your tax responsibilities considerably.

With a strategy in place and Bates Income Tax & Notary Svc by your side, you'll be ready for the future. Learn more about our tax planning services in La Puente by calling 626-336-3335.