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TAX PLANNING & PREPARATION

Beach Sunset

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.

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Your financial success is our top priority - let's create a tax strategy that supports your future!

Saving Today for a Brighter Tomorrow

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Tax Planning Guide for Retirees

Tax Planning is an Essential Aspect of Financial Management.

 

Especially for individuals who have accumulated substantial wealth over their lifetime. High-net-worth (HNW) retirees, in particular, need to pay special attention to their tax planning strategies. Planning for taxes can help them address retirement income and leave a significant legacy for their descendants with decreased concern for tax consequences.

 

Download our Free Tax Planning Guide below:
 

OUR PLANNING AREAS

  • Individual/ Family Tax Planning

  • Real Estate Investors Tax Planning

  • Inheritance Tax Planning

  • Trustee / Fiduciary Tax Planning

  • Legacy Planning

  • Estate Tax Planning

  • Business Owner Planning

Types of Returns we prepare

Individual 1040

Partnership/LLC

C Corporation 1120

S Corporation 1120S

Fiduciary 1041

Non-Profit 990

Estate 706R

Irrevocable Trusts

Grantor Trusts

Gift Trusts

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