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Tax Planning

Understanding taxation issues so that effective action can be taken is an important financial planning opportunity. A basic understanding of tax law is fundamentally important to anticipate potential breakdowns while effectively taking advantage of the opportunities afforded each taxpayer.

We use tax returns as a guide to ask additional questions about items that haven’t surfaced in previous conversations.

Mosher & Ellis can help clients assess many fundamental tax concerns and work with their current accountant or, as appropriate, provide a referral to established professionals when expertise is warranted.

Financial Planning and Investment Management for Professionals
"Creating Prosperity by Design"

Contact Us

Mosher Financial Advisors
3658 Mt. Diablo Blvd
Suite 210
Lafayette, CA 94549
Phone: (925) 284-9470
Fax: (925) 284-9492