Tax Planning & Preparation
Effective tax planning and accurate preparation are essential to minimizing tax liability and ensuring compliance with ever-changing tax laws. At Michael A. Ross, CPA, P.C., we go beyond simply preparing returns — we take a proactive approach to develop strategies that help individuals and businesses save money, stay compliant, and plan for the future.
Our Tax Services Include:
- Comprehensive Tax Planning – Identifying opportunities to reduce tax liability through strategic planning.
- Individual & Business Tax Preparation – Accurate and timely preparation of federal, state, and local tax returns.
- IRS Representation – Support in the event of audits, inquiries, or disputes with tax authorities.
- Entity Structuring & Optimization – Advising businesses on tax-efficient structures for corporations, partnerships, and LLCs.
- Estate & Gift Tax Planning – Helping you protect and transfer wealth efficiently.
- Year-Round Advisory – Providing guidance throughout the year, not just at tax time.
Why Clients Choose Us
- Over three decades of experience in tax advisory and preparation.
- Tailored solutions for both individuals and businesses.
- Proactive strategies designed to maximize savings and minimize risks.
- Trusted advisor for clients in Orange County, CA, and Dallas, TX.
Tax season doesn’t have to be stressful. With the right planning, it can be an opportunity to strengthen your financial position.
Contact us today to learn how our tax planning and preparation services can benefit you or your business.