(925) 600-8500 talk2us@depretis-cpa.com

Tax Planning

TAX PLANNING

Consulting

Every family and individual wants to stay on the right side of tax compliance. But compliance doesn’t mean you have to pay as much tax as possible. At all levels, taxing authorities have provided incentives and opportunities for tax minimization. At DePretis CPAs, we believe in both compliance and minimization. We provide a variety of tax-related consulting services to families, trusts, and individuals. We research and analyze your tax situation to provide projections and specific tax planning advice, including family tax planning and wealth management. We work to understand your business and personal factors which affect tax planning. We are experienced in representing taxpayers before federal, state and local tax authorities. In addition, we may advise on legal structure for your business entity to align it with your personal and professional goals.


Why DePretis CPAs?

At DePretis CPAs, we prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including but not limited to:

  • Individuals
  • Families
  • Estates, trusts & gift

Our Tax Consulting Services Include:

  • Compensation Planning for Pass-Through Entities
  • Retirement Planning
  • IRS & State Tax Dispute Representation
  • Multi-level Tax Minimization Planning
  • Tax Projections & Year End Planning
  • Family Tax Planning
  • Estate & Gift Planning
  • Wealth Transfer

Practice Leader

Matthew DePretis

Managing Partner

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