High Net Worth Tax Planning

high net worth tax planning

At Balboa Tax & Accounting Services, we leverage our years of experience creating tax planning strategies for businesses owners, entrepreneurs, and other high net worth individuals to help save you real money on taxes. When you work with us, our advisors proactively help reduce your tax burden and strive to build a relationship with you to become your financial advisor. We'll keep in contact with you throughout the year to manage liabilities, offer financial advice, and guide you through financial decisions that could incur tax consequences.

Our advisors help individuals at every stage of life to minimize taxes and preserve assets. We'll analyze your full financial picture and design a personalized tax plan to help preserve your income, minimize taxes, and eliminate surprises at tax time. We'll prepare your tax returns in line with all current state and federal tax regulations to be sure you avoid attention from the IRS while paying the lowest amount of tax legally required.

Balboa Tax & Accounting Services works with clients throughout the Newport Beach area. Start planning your tax strategy today by calling 949-752-1120 now or request your consultation online and we'll contact you to discuss how we can lower your taxes.

Individual Tax Reduction Planning

  • Income tax planning and compliance
  • Quarterly estimated tax planning to avoid penalties
  • Tax-efficient investment planning
  • Stock option planning for executives
  • Trust and estate planning
  • Preparation of individual tax returns