Tax Planning Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the tax services and professional know-how you’re looking for and can help you navigate your options.

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

Charitable Giving Strategies

Great opportunities to set aside charitable donations which translate to deductions you can take at filing time. 

Investment Tax Strategies

You invest to see growth in your wealth – to acquire assets that will maintain their lucrative output for years to come

Retirement Planning

Ensuring you hold onto as much of that retirement savings you spend your lifeblood to build requires some tax-savvy planning.

TurboTax vs Tax Preparer: How Should I File My Los Angeles Westside Business Taxes?

Key TakeawaysDIY tax software can work for very simple, low-income businesses, but it assumes you already know how to classify transactions and identify tax opportunities. A tax preparer makes sure expenses, credits, and entity decisions are handled legally and...
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What Do I Need to Bring To My Tax Appointment With My Los Angeles Westside Accountant?

Key Takeaways Personal and business identification details, including Social Security numbers and business IDs Complete income records Documentation that supports deductions, credits, and major purchases Proof of tax payments already made during...
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What’s The Last Date For Employers To Send Out W-2 Forms to Los Angeles Westside Employees?

Key TakeawaysW-2s and 1099-NECs must be sent to workers by February 2, 2026 (for the 2025 tax year). Those same forms must also be filed with the government by February 2, 2026, whether you file electronically or on paper. If you file 10 or more total...
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How Many KPIs Should You Have For Your Los Angeles Westside Business?

Key TakeawaysYou only need 5–9 true KPIs for effective 2026 planning. KPIs should connect directly to a specific financial or strategic goal. Too many KPIs dilute focus and slow decision-making. The right KPIs help you act earlier, not just analyze...
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Season’s Greetings From WSF Tax Group

Season’s greetings from the WSF Tax Group team. For you and me both, this week can feel like a blur – trying to finish out last-minute year-end tax moves while making sure the books are wrapping up nicely. And while it’s rather fast-paced here at WSF Tax...
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What Are The Year-End Tax Moves to Make Now For Los Angeles Westside Business Owners?

Key TakeawaysIt is not too late to create meaningful tax savings before December 31, but the remaining moves are very timing-sensitive. Low-cost, in-stock equipment and supplies are the most realistic last-minute purchases that can still be deducted this...
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Big Beautiful Bill Details Los Angeles Westside Business Owners Might Have Missed

Key Takeaways The more favorable EBITDA-based business interest deduction limit is back for your 2025 tax year. (New restrictions are coming in 2026.) New R&E rules aren’t automatic. Retroactive benefits for 2022–2024 require elections, deadlines, and...
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What Payroll Checklist Steps Do Los Angeles Westside Business Owners Need to Complete Before December 31?

Key TakeawaysVerify all business and employee information early. Even small errors in EINs, addresses, or Social Security numbers can create big filing issues. Review 2026 compensation rules now. State and local minimum wage increases and the Social Security wage...
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Los Angeles Westside Small Business Holiday Expenses: What Can I Deduct On Taxes?

Key TakeawaysCompany-wide holiday parties for employees are generally 100% deductible, as long as they’re not exclusive to owners or managers. Meals with clients are typically only 50% deductible, and entertainment remains 0% deductible. Employee gifts can...
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Can Los Angeles Westside Investors Use Losses To Lower Capital Gains Federal Tax?

Key TakeawaysYou can sell losing investments to realize a capital loss that offsets taxable gains. If your losses exceed gains, you can deduct up to $3,000 against ordinary income ($1,500 if married filing separately). Unused losses carry forward...
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How You're Missing Legal Tax Deductions

Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year! Change that with our tax services.

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