(CTC, CTP, EA )
certified tax coach ctc
certified tax planner ctp
5
(15 reviews)
4.6
(31 reviews)
La Habra

Tax Planner Contact Information

Tax Planning Services Offered

About Sawyer Accounting & Tax

Addressing Tax Planning Challenges

Many individuals aim to reduce their tax obligations and retain more of the wealth they have diligently built. Despite efforts to make strategic tax moves, the complexities of ever-changing tax laws often hinder achieving this goal.

Making effective tax decisions is particularly challenging when the IRS is focused on securing its share. The economic landscape has brought a multitude of detailed and confusing tax changes in recent years, further complicated by personal life events that necessitate planning adjustments.

Expert Guidance for Optimized Tax Strategy

Sawyer Accounting & Tax offers optimized tax strategy from professionals who are deeply and daily acquainted with the tax code. This group approaches tax planning with their clients’ best interests in mind.

The firm carefully considers each client’s unique situation and the tax implications of every financial decision. This comprehensive approach ensures that client wealth is protected and has opportunities for growth, positioning them well for future tax years and inevitable changes to income, the tax code, and the economy.

Sawyer Accounting & Tax’s Proprietary Approach

Sawyer Accounting & Tax employs a proprietary plan specifically designed to minimize IRS liability. Their tax professionals are dedicated to mastering the nuances of tax law, complex tax codes, and staying current on all changes that may affect tax returns throughout the year.

This commitment allows the firm to help clients pay the least amount of taxes allowable by law. They emphasize that proactive planning is crucial for valuable tax savings, implementing strategies throughout the year to benefit clients continually.

Strategies for Significant Tax Savings

The firm offers various strategies to reduce tax burdens, such as moving income into lower tax brackets by splitting it among family members or legal entities. They also assist in shifting income and/or expenses to different years to best capitalize on lower rates.

Sawyer Accounting & Tax can guide clients in deferring or avoiding tax liability through certain investment options, both federally and at the state level. Additionally, they provide insights on how to increase tax deductions, even through purchases that clients enjoy.

Benefits of Strategic Tax Planning

These tax-saving strategies help clients benefit from the growth and savings of their own assets, keeping more out of government hands. They also aim to reduce taxes on investments, allowing money to grow quicker, and to keep more of what is earned by reducing taxed income or deferring income for later payment.

This group helps clients understand estate taxes and planning, ensuring families retain more wealth. They also assist with tax-efficient charitable giving to maximize potential and plan for retirement in ways that best benefit the client rather than the IRS.

Location and Address

317 W La Habra Blvd #100, La Habra, CA 90631, United States
Information Last Updated: 10/07/2025

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