Do Enrolled Agents Provide Planning Services?

Because of their expertise in taxation, Enrolled Agents are well-suited to provide tax planning services. The best way to enhance your tax position is with careful planning – to ensure you will be prepared when tax time rolls around. Our firm offers a full range of planning services including, but not limited to:
  • Individual Tax Planning
  • Business Tax Planning
  • Business Organization 
  • Rental Properties
  • Foreclosures and Repossessions 
  • Retirement
  • Investments 
  • Sales and Exchanges
  • Pension Plans 
  • Education Planning
  • Finance & Refinance Planning 
  • Home Purchase and Sale Planning

Hall of Taxes •  38 Freitas Drive  •  Moraga, CA 94556
Phone: (925) 388-1040 •  Fax: (925) 376-9493

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