Advanced Tax Strategies During Major Financial Events
The right tax strategy could save you thousands of dollars when these types of events occur…
Buying a Business
You’re about to make a major investment of time and money. Doesn’t it make sense to do some tax planning in advance?
Selling a Business
You have spent years building and expanding your business. Make sure you protect that growth when it’s time to walk away.
It could be expected or unexpected, but protecting that lump sum of money from undue taxation should be a priority.
Buying a Building
Done correctly, a commercial building could provide income and tax relief concurrently. We can help.
1031 Exchange Alternatives
Selling an investment property and worried about tax liability? There are options beyond the typical 1031 Exchange.
Lowering Taxable Income
Tax strategies that can dramatically lower your taxable income – saving you thousands or even tens of thousands per year.
Here’s what our clients have to say…
Can’t thank this company enough. Not only are they my CPA but they also teach some classes on money management. I took one of their classes, Profit First, twice. As a result of this class I was able to save up money and buy me dream home when an incredible opportunity came about because I had the money set aside for it. Great CPA, great mentor, and a great friend.
Scott, Temecula, CA
Absolutely the best business tax company around they have saved Creative Dynamics thousands in taxes!
I just can’t say enough good things.
Ethan, Temecula, CA
I was recently referred by a real estate agent to Daniel Greene . I am getting ready to do a real estate transaction somewhat different from an ordinary transaction. I was able to reach him quickly to schedule an appointment to go see him . When I spoke to him he was able to give me the information I needed over the phone. Very pleasant to converse with and obviously very knowledgeable. I will be looking forward to having Daniel do my tax returns.
Austin, Temecula, CA
Mr. Greene is extremely knowledgeable and will help you save loads of taxes with creative strategies that you can plan for. Instead of just preparing taxes based on history, he will help you plan so that you can save as much as possible.
Alex, Corona, CA
I have learned how to change some of my business strategies in order to save money on taxes. Thank you!
Ron, Aguanga, CA
Just by attending one seminar, I learned how to save between $3000-5000 annually. It’s definitely worth it!
Priscilla, Temecula, CA
I’m a guy who tries not to think too much about taxes and Daniel’s tax strategies have provided me with tremendous value for my business.
Jim, Temecula, CA
Love Daniel and team. Not only do I trust their work and attention to detail but I refer all my friends and family because they are affordable and efficient. Highly recommend them!