Prudent individuals require sophisticated tax planning. Tom A Bradley CPA will assist you in implementing sensible solutions that maximize your wealth. Maintaining familiarity with the Internal Revenue Code can be a daunting task for any taxpayer, especially considering the numerous changes made every year. In the last year, there have been more than 17 tax law changes for individual tax reporting. We monitor these changes constantly and incorporate them in our appraisal of your situation.

If you are an owner of a closely held business, we realize that your business objectives and personal financial interests often go hand-in-hand. We at Tom A Bradley CPA work to gain a full understanding of your business and personal circumstances. We will then develop a comprehensive plan to blend and achieve the objectives you establish personally and for your business.

Our intent is to minimize your tax liabilities while assisting you to develop a plan that will allow you to attain long-term financial security. We offer a broad range of services tailored to your evolving life needs. These services include:

• Preparation of tax estimates

• Estate planning

• Education planning

• Investment planning

• Risk management

• Portfolio analysis

• Retirement Planning

We have access to advanced technology and comprehensive research, which allows us to apply the latest tax strategies, saving you tax dollars.