IMPLEMENT

ASSESSMENT

PLANNING

James Franco, EA CRTP     |     100 East Thousand Oaks Blvd. Ste #260, Thousand Oaks, CA 91360     |     805-379-1776 Voice     |     805-379-4146 FAX

Once we decide together on a tax strategy designed just for you, implementation is made as easy as a signature.

​​Our review of your financial status will help to ensure that the historical data recorded

by your tax accountant each year on your tax return will result in a stance that

is the most advantageous to your financial needs both now and in the future.

FINANCIAL

Advanced Tax Strategies combines a team of tax specialists, financial planners, and tax and estate planning attorneys insure efficient implementation.

EFFICIENCIES

Advanced Tax Strategies starts with reviewing and analyzing your tax return.

We identify improvements that can be made to your situation resulting from the tax analysis. 

WHAT will happen to your estate? 

In the years of speaking at seminars and doing Tax, Financial, and Estate Planning, we find that about 70% of our audiences, made up of qualified high net worth individuals and couples, are presently over paying in taxes.  Review of their estate plans, leaves them with a better understanding of what can be done to minimize their estate tax liability. Our assessment and implementation will bring about a simple means of redirecting our clients' holdings that will allow for confidence in their family's financial future. Let us help bring the same to you and your family.