Comprehensive Tax Planning from a Fee-Only Financial Advisor in the San Ramon Bay Area

What Is Tax Planning

Tax planning refers to our review of your tax return to identify potential planning opportunities - both now and in the future - to keep your lifetime tax liability as low as possible.

This is different than tax preparation (usually done by your CPA or an online service like TurboTax), which is focused on keeping you compliant with what the government thinks you owe each year.
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Why Tax Planning Is Important

Living and working in San Ramon | Bay Area comes with a high tax burden. We emphasize tax-efficient investing, proactive planning, and smart withdrawal strategies to help you keep more of what you earn.

We work with you to identify opportunities for tax efficiency through strategies such as maximizing deductions and credits, managing capital gains, stock options, optimizing retirement account contributions, and timing income or charitable giving. Thoughtful tax planning helps you retain more of your income, reduce surprises at tax time, and align your overall tax strategy with your broader financial goals.

Understanding your return equips us to have more valuable and actionable conversations with you. Additionally, we can demystify the world of income taxes and help you understand this important piece of your financial picture.
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*_{Collabria Capital, Inc. does not provide tax or legal advice. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Please refer to our Disclosures.}
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