San Mateo Tax Planning Attorney
Small Businesses and Individuals ◊ Business Formation and Tax Deferral Strategies
At the Law Offices of Michael Marquez, in Burlingame, we work closely with individuals and businesses throughout San Mateo County and the surrounding communities in northern California, helping you engage in planning that minimizes the tax consequences on your business or personal income. We are committed to a high level of responsiveness, promptly returning your e-mails or phone calls, giving you regular updates about the status of your planning efforts. We also believe that your situation is unique, and will listen carefully to your concerns, so that we can help you implement strategies that meet your individualized needs.
Responsive, Personalized Tax Planning Counsel
Contact our office or call us at 650-425-3286 (toll-free at 866-906-3204) for a free initial consultation.
Tax Planning Strategies for Small Businesses and Individuals
Our lawyers work extensively with small businesses and business owners, providing proactive advice to help you manage the tax consequences of all business decisions, including:
- Business formation or choice of entity: We will help you select the legal structure that best meets your objectives while at the same time minimizing your tax burden. We advise clients regarding sole proprietorships, partnerships, limited liability companies (LLCs), and corporations.
- Business transactions: Our attorneys will carefully review proposed business transactions, including the sale or purchase of assets or real estate, as well as mergers or acquisitions, working hard to minimize the tax impacts.
- Compensation strategies: We will help you implement compensation plans that make the most sense in terms of managing tax liabilities.
- Exit strategies and succession planning. We will help you put procedures in place that address the tax consequences of a transfer of business interests.
For individual taxpayers, we offer advice to minimize income tax liability during your lifetime and upon death. We will help you look at compensation and deduction strategies to minimize personal income tax liability, as well as trusts, lifetime gifts or other strategies to manage the taxes on your estate.
Contact Us
To set up a free initial consultation to discuss your tax planning concerns, contact our office or call us at 650-425-3286 (toll-free at 866-906-3204). We offer legal services in English, French or Arabic, and Spanish translation can be available upon request. We accept credit cards as payment for our legal services.
