TAX PLANNING & PREPARATION
Saving Today for a Brighter Tomorrow
Taxes are a part of life, but they don’t have to be overwhelming. At Stratos CA, our priority is you. We’re here to help you feel confident and in control with a tax strategy designed to protect your hard-earned money while keeping you fully compliant with tax laws.
We take the time to understand your unique financial picture—your income, assets, retirement plans, and more—to find personalized opportunities for savings. With over 40 years of experience, our in-house team of licensed tax professionals is here to make tax preparation stress-free. By providing all financial services under one roof, we simplify the process, so you can focus on what matters most to you.
Your financial success is our top priority - let's create a tax strategy that supports your future!
Individual/ Family Tax Planning
Real Estate Investors Tax Planning
Inheritance Tax Planning
Trustee / Fiduciary Tax Planning
Legacy Planning
Estate Tax Planning
Business Owner Planning
Our Process
Our process begins with you. By exploring your money personality and understanding your comfort with risk, we create a tailored investment portfolio that aligns with your unique aspirations. This personalized approach ensures that your investments not only reflect your financial goals but also resonate with your values. Together, we’ll build a roadmap that empowers you to achieve your dreams and cultivate lasting growth on your financial journey.
PLANNING AREAS
Tax Planning Guide for Retirees
Smart tax planning is more than just a financial task—it’s a powerful tool for protecting your wealth, maximizing retirement income, and building a lasting legacy. For high-net-worth individuals and retirees, thoughtful planning can reduce tax burdens and create greater financial freedom for you and your loved ones.
Take the next step—download our free Tax Planning Guide below and start planning with confidence.
Types of Returns We Prepare
No matter how simple or complex your tax situation is, we’ve got you covered. From individuals to businesses of all sizes, we prepare every return with precision and strategy—so you can move forward with confidence and clarity.
Individual 1040
Partnership / LLC
C Corporation 1120
S Corporation 1120S
Estate 706 R
Non-Profit 990
Gift Trusts
Irrevocable Trusts
Grantor Trusts
