Tax Planning Services

We Deliver Comprehensive Tax Planning Solutions Designed To Secure Your Financial Position Throughout The Year

Effective tax planning is essential for managing your wealth and protecting your business. Without a strategy in place, you may end up paying far more to the IRS, the California Franchise Tax Board (FTB), and other state and local tax authorities than the law requires. The Los Angeles tax planning attorneys and CPAs at Moskowitz LLP combine legal insight with accounting precision, attempting to help you minimize your tax liability and make sound financial decisions.

At Moskowitz LLP, our clients benefit from a collaborative team of tax attorneys and CPAs who work seamlessly to develop strategies that align with your goals. For more than three decades, Steve Moskowitz and his team have guided individuals, investors, and businesses across California through every stage of the tax planning process—helping clients safeguard assets and identify opportunities for savings under federal and state law.

OUR LOS ANGELES OFFICE is located at 10940 Wilshire Blvd, Suite 1600, Los Angeles, CA 90024, across from LA Fitness. Call (213) 320-1880 today to speak directly with a Los Angeles tax planning professional.

We have a long roster of satisfied clients after over three decades serving their tax needs.

Recent Review:

“The Moskowitz team are all very professional, they listen well, and they will understand your particular tax issues. They can design a specific tax plan for your needs as they did for me.”
Verified Google Review

What Is Tax Planning?

Tax planning is a proactive, year-round process that helps you legally minimize your tax burden while achieving your financial objectives. The goal is not to react to your taxes once the year has ended—but to position yourself in advance to take advantage of deductions, credits, and timing strategies permitted under the tax code.

Our Los Angeles tax planning attorneys and CPAs help you navigate the ever-changing landscape of California and federal tax law to make informed decisions about when and how income is recognized, how assets are structured, and which strategies can preserve more of your wealth.

Through proactive planning, individuals and businesses can:

• Identify and qualify for available deductions and credits
• Time the recognition of income and expenses for maximum advantage
• Structure gifts and inheritances to reduce estate and transfer taxes
• Maximize charitable giving benefits
• Reduce capital gains through reinvestment or deferral strategies

For businesses, tax planning may also include:

• Proper timing of asset purchases and depreciation deductions
• Selecting or restructuring the most advantageous business entity
• Managing executive compensation, stock options, and bonuses
• Planning around multi-state or international tax obligations

Because every financial situation is unique, Moskowitz LLP provides customized, legally grounded tax strategies designed to protect and grow your wealth.

How Our Collaborative Team Helps You

The tax planning process at Moskowitz LLP integrates the experience of both attorneys and CPAs. This collaboration allows us to identify and address potential tax implications from every perspective—financial, legal, and regulatory.

Our CPAs analyze your income, deductions, and business structure to identify opportunities within the financial data. Working together, our team helps you:

• Develop year-round tax reduction strategies tailored to your personal or business goals
• Avoid costly surprises during tax filing season
• Address complex transactions such as real estate sales, mergers, or entity restructuring

The combination of tax attorney and CPA review distinguishes Moskowitz LLP from traditional accounting firms.

Why Work with a Tax Attorney–CPA Team

The tax code is one of the most complicated bodies of law in the United States. Individuals and businesses rarely have the time or resources to keep pace with frequent legislative changes, shifting interpretations, and enforcement trends.

Our collaborative team may identify opportunities that others might miss such as structuring transactions, managing carryforwards, timing income to achieve meaningful savings, and legal tax issues that may arise if planning was not done. It also means that the same firm helping you plan your taxes can prepare your returns and advocate for you if the tax authorities choose to examine them, if necessary, without ever missing context.

Cases We Handle:

• Year-End Individual and Corporate Planning
• Pension Planning
• Employee Benefit Planning
• S Corporation v. Corporation Entity Selection Tax Planning

Why Choose Moskowitz LLP for Tax Planning?

Effective tax planning demands a sophisticated understanding of complex tax laws and a strategic approach that aligns your financial objectives with available legal advantages and compliance obligations.

With decades of experience, Moskowitz LLP delivers proactive, customized tax planning strategies designed to help individuals and businesses generate, protect, and preserve wealth. Our approach is focused on long-term financial security, risk mitigation, and informed decision-making throughout the year.

Backed by a proven track record and a commitment to excellence, Moskowitz LLP is trusted to navigate the complexities of tax planning and help clients confidently secure their financial futures.

To learn how our tax planning services can benefit you, contact Moskowitz LLP today. Call our Los Angeles tax planning attorneys and CPAs today at (213) 320-1880 or visit our website to schedule a confidential consultation.

Moskowitz LLP – Over 30 years of trusted legal and accounting experience helping California taxpayers.