Enjoy the convenience of having your tax - estate planning - investment needs serviced all in one place! True, I provide traditional accounting and tax services offered by most CPAs and firms. More importantly, I take a proactive approach in providing close, personalized service that is more results oriented than the average CPA firm. Today, more than ever, you need a trusted advisor that goes beyond just the basics.
When serving your business, tax and financial needs, I strive to identify key planning opportunities that minimize both your current and future taxes. We work with you in developing valuable alternatives in solving and exploring creative ideas that provide long-term benefits for your financial future. Our in-depth experience in tax & estate planning, financial planning and asset protection services set our firm apart from all others.
With that in mind, I encourage ongoing communication with my clients to facilitate the discovery of opportunities as they present themselves.
When serving your business, tax and financial needs, I strive to identify key planning opportunities that minimize both your current and future taxes. We work with you in developing valuable alternatives in solving and exploring creative ideas that provide long-term benefits for your financial future. Our in-depth experience in tax & estate planning, financial planning and asset protection services set our firm apart from all others.
With that in mind, I encourage ongoing communication with my clients to facilitate the discovery of opportunities as they present themselves.
Services
Our firm celebrates thirty-six years of providing personal attention and service to you, our many business and individual clients located throughout the United States.
Our services are concentrated in the area of taxation, estate planning and eldercare consulting.
Our services span the spectrum of planning and preparation to representing your interests.
We have experience providing expert testimony and assisting legal counsel in business and family law matters.
Michael Bader is the principal of the practice.
Our services are concentrated in the area of taxation, estate planning and eldercare consulting.
Our services span the spectrum of planning and preparation to representing your interests.
We have experience providing expert testimony and assisting legal counsel in business and family law matters.
Michael Bader is the principal of the practice.
Our firm offers a wide range of services to our individual and business clients.
Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison.
Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison.
Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Tax planning and preparation form a winning combination for our successful individual and business clients.
Before selling properties with capital gains, let us show you wealth replacement and tax savings strategies.
Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Estates & Trusts are required to file an annual income tax return.
Determining the appropriate filings and which states require a tax return can be a difficult process.
Before selling properties with capital gains, let us show you wealth replacement and tax savings strategies.
Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Estates & Trusts are required to file an annual income tax return.
Determining the appropriate filings and which states require a tax return can be a difficult process.
All legal services are provided through Mr. Bader's association and involvment with the law firm of BarthCalderon, LLP.
Having a Will or Trust and Powers of Attorney are vital to avoid unintended consequences if you or your spouse is incapacitated or passes away.
Having us prepare affordable "state of the art" estate planning documents is the right solution.
Settling a Private Trust or a Probate Estate is a difficult process during a difficult time in a family's life.
Family relations are strained by the process and having great guidance will help reduce that friction.
Having a Will or Trust and Powers of Attorney are vital to avoid unintended consequences if you or your spouse is incapacitated or passes away.
Having us prepare affordable "state of the art" estate planning documents is the right solution.
Settling a Private Trust or a Probate Estate is a difficult process during a difficult time in a family's life.
Family relations are strained by the process and having great guidance will help reduce that friction.
Our investment services are provided through Mr. Bader's involvement with Secura Financial Planning and Wealth Management.
We are located at 333 City Bvld West, Suite 2050, Orange, California 92868.
Please call Mr. Bader at (714) 704-6616 x112 for an initial phone consultation at no-charge.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life.
We are located at 333 City Bvld West, Suite 2050, Orange, California 92868.
Please call Mr. Bader at (714) 704-6616 x112 for an initial phone consultation at no-charge.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life.
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