BRN Tax offers expert tax return preparation, bookkeeping and accounting services for families, businesses, individuals, estates and trusts in the Chula Vista, South Bay and San Diego areas. Because we have more combined experience than any other local firm, we deliver confidence.
The Key to a Secure Tomorrow Is Careful Planning Today
We often help clients who have already retired to manage their current tax situations, but the best advice we can give is to start the tax planning process well before retirement. By that time, you may have fewer options and the result could be less money to work with during a time when you are on a fixed income and a tight budget.
There are some important questions to answer well in advance of retirement: What’s the best way to save for retirement? What tax issues will you encounter? How does Social Security fit into the mix? What’s the best way to use the money you have already saved? What legacy do you want to leave behind?
These and other questions, including important direction on probate and trust issues, can be critical to enjoying a retirement with peace-of-mind. We invite you to make an appointment now with one of our retirement and tax planning professionals to ensure you are making smart decisions today that will eventually impact all of your tomorrows.
Frequently Asked Questions
Have questions that need quick answers? This is the place to go for just what you are looking for. Can’t find it here, then give us a call. [CLICK]
Tax Tips That Save Money
Why send money to the IRS when you don’t have to. Take a moment to review these tips to maximize your deductions. [CLICK]
Turbo Tax? Think Again
Is the best option to prepare your taxes at home? Or maybe go to one of the nationwide chains? Here are dangers to consider. [CLICK]
“The Tax Experts” on Radio
Dave Ruch and Tim Neller take to the airwaves to field calls and answer listener’s questions on tax issues. [CLICK]