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We at Wealth Management Financial Advisors provide you with an array of tax services including Individual and business tax preparation along with full-scale tax planning. We understand that proper, consistent planning is the key to successfully reducing your tax liability. We go beyond tax compliance and proactively recommend tax-saving strategies to maximize your after-tax income. Whatever your tax planning and preparation needs, we have the expertise to support you. We work all year to keep current on tax laws in order to minimize your tax liabilities and maximize your future opportunities.



Tax Preparation Services

  • Individuals (Federal and all states)

  • Corporations ("S" and "C")

  • Partnerships and LLCs

  • Trusts, estates and gifts

  • Nonprofits

  • Retirement plans

  • Employment & sales tax returns

Tax Preparation and Planning at
Wealth Management Financial Advisors

Get started on your taxes today!

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Tax Planning Services​ 

  • Tax research

  • Representation for tax audits

  • Retirement planning

  • Purchase and sale of business

  • Sales tax planning

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3701 Long Beach Blvd. Suite 100, Long Beach CA 90807

© 2015 Wealth Management Financial Advisors, Inc. All rights reserved.

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