Tax Planning Services in San Francisco
Smart tax planning isn’t just about saving money today – it’s about securing your
financial future with strategies that work year-round.
At Moskowitz LLP, our experienced team of our tax lawyers, CPAs offer personalized tax planning services to help individuals and businesses minimize tax liabilities while providing full compliance with federal, state, and local tax laws including American treatment of international income and assets.
We understand that every client’s situation is unique, which is why we take a tailored approach—whether you are an individual seeking strategies to optimize deductions and retirement planning, or a business owner needing guidance on entity structure, cash flow management, and long-term tax efficiency. Our team is especially skilled in addressing complex issues such as the U.S. treatment of international income and assets, ensuring that cross-border transactions and holdings are properly reported and strategically managed to avoid penalties.
By combining legal insight with accounting expertise, we provide a comprehensive, proactive plan that not only safeguards you from costly mistakes but also identifies opportunities for meaningful savings. At Moskowitz LLP, we don’t just prepare your taxes - we help you plan & strategize for financial growth and stability well into the future.
Moskowitz LLP is located on Bush Street between Kearny St and Montgomery St at 333 Bush St Floor 21, San Francisco, CA 94104 in the Financial District (view on Google Maps), about a block away from St Mary's Square.
Recent Review:
"Always 5 star. Been using this company for almost 40 years. Never disappointed. They are professional, knowledgeable and responsive. The manager, Erin Humbles, is a rock star. Any inquiry, she resolves promptly with the utmost in professional courtesy. This year my preparer was Juan. As with all their preparers, they are knowledgeable of all the current tax laws and their proper applications. Juan Ojeda, made valuable proposed suggestions for our return, returned correspondence within minutes, and answered all our questions knowledgeably and patiently. Highly recommend"
Verified Google Review From Susan F.
Personalized Tax Strategies:
Tailored advice to maximize deductions, credits, and other tax-saving opportunities.
Business Tax Optimization:
Organizing and planning for corporations, partnerships, LLCs and sole proprietorships to minimize tax burdens while complying with the tax laws.
Business Tax Strategies:
For corporations, partnerships, LLCs and sole proprietorships, we design tax-efficient organizations that align with your business model, including entity formation, entity reorganizations, and mergers and acquisitions.
Real Estate Tax Strategies:
Tax Planning for property purchases, sales, and investments to minimize tax consequences, as well as Cost Segregation Analysis to greatly accelerate depreciation, which may significantly reduce your tax liability, freeing up cash flow to reinvest in your business or expand your real estate portfolio, or to increase your enjoyment of life.
How We Work
At Moskowitz LLP, we take a collaborative approach, working closely with our clients to understand
their goals and financial situation. We then craft a comprehensive tax plan that optimizes tax savings while
providing compliance with ever-changing tax laws.
Why Choose Moskowitz LLP for Tax Planning?
Effective tax planning requires a deep understanding of
complex tax laws and a strategic approach to align financial goals
with legal benefits and obligations.
With decades of experience, our tax law firm provides proactive tax strategies tailored to your needs,
helping you to generate and preserve wealth to achieve and enhance financial security.
With a commitment to excellence and a proven track record of success,
the tax law firm of Moskowitz LLP is here to navigate the complexities of tax planning and secure your financial future.
Contact Moskowitz LLP today to learn how our tax planning
services can benefit you
LET’S GET STARTED.
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