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Tax Strategy

Your Tax Strategy Experts

We work wonders with taxes for individuals and businesses, and we’ve done so for years. We are the smart choice to make when it comes to tax preparation. And that goes for both current and future taxes. We can help you create a strategy to get the most out of your taxes, season after season. This is never just about the here and now. For us, it’s about building a lasting relationship that benefits you for years to come.

Our Approach

We love helping individuals and businesses improve their cash flow and maximize every dollar saved. And while there are a number of ways we can accomplish those goals, tax strategy is one of the most effective.

Our approach begins with a financial evaluation in which we’ll go over income, expenses, financial statements and all documents that will help us get a better understanding of your financial position and goals.

Once we’ve established a foundation from which to build a tax strategy, we will offer customized advice and guidance to take advantage of the most tax benefits.

Other Tax Services We Can Handle

Because tax strategy can apply to both individuals and businesses, we offer a variety of custom services. Individuals can take advantage of guidance regarding self-employment tax, home office deductions, mileage tracking and beyond. Businesses benefit from the advice we offer in terms of how best to structure the business to maximize tax benefits.

Tax Preparation & Planning

Our experience in applying tax strategies to benefit our clients extends far and wide, and those same strategies can be utilized in various scenarios. In terms of tax preparation, we can save you money now and on future returns. Individuals and businesses can also benefit from strategies that lower taxes and create tax-free income.

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Tax Problems

Modern tax problems require modern solutions, and we have a strategy to alleviate whatever issues you may encounter as an individual or business. You may owe back taxes or need to negotiate a tax bill, or you may have unintentionally overpaid. We can fix past tax problems, tend to current issues, and prevent future problems from arising.

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About Eric Pierre

Eric Pierre is a certified CPA with a long-established career in the tax and finance industry. His knowledge of and expertise in those areas is only eclipsed by his passion for people. He loves nothing more than to help both individuals and businesses not only save money on taxes, but also achieve their most ambitious business goals.

Our Firm
Meet Eric Pierre

Testimonials

Eric is a one-of-a-kind breed. He networks and gives referrals, so I termed the expression ‘social CPA.’ Everybody loves Eric… he’s a great guy. I also moved my accounting over to Eric – and I’m extremely knowledgeable, I run tax practices. He knows his stuff. I would highly advise you to start working with Eric.”

Bob Friedenthal
Owner | Edge Up Networks

We hired Eric Pierre to do a review of our current taxes, and he found mistakes and got us refunds that we were supposed to receive from 2014. So I just want to invite you to do the same. Don’t think that you have the perfect tax process. Just make sure that you make a review appointment with him and he can give you an opinion if he sees any problems.”

Fran Herrera
Owner | Sharp Cash Solutions, LLC

It’s really important to me that I trust someone who I’m going to give my business to. So when preparing for my taxes, my colleague recommended Eric Pierre. He’s exceeded my expectations. Eric actually goes out of his way to meet his clients, rather than the other way around.”

Adam Cato
Realtor | California Listing Services

“I originally met with Eric to help me with my taxes, and he actually helped me run my business a little bit better. He suggested a few things that I could improve. I was so satisfied with his work that I actually referred him to a couple of my clients, which in turn, actually gave me more business.”

Oneida Franco
President | Franco Blueprint, Inc.
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