Tax Planning in Sacramento for High-Net-Worth Individuals and Business Owners

Personalized, Proactive Tax Planning Serving Sacramento and Surrounding Communities

If you’re searching for tax planning near me in Sacramento, CA, you’re likely looking for more than a one-time tax preparation service. At Towerpoint Wealth, we go beyond traditional tax services to deliver integrated, long-term strategies that help our clients protect wealth, reduce liabilities, and gain clarity in an ever-changing tax landscape.

As a full-service financial firm, we serve individuals and small businesses, executives, retirees, independent professionals, and non profit organizations across the Sacramento region. Every client receives a tailored approach that connects tax with investment, retirement, and estate planning decisions, so you never make a financial move in isolation.

Schedule your appointment today!

Why Tax Planning Matters More Than Ever in Sacramento

In Sacramento, effective tax planning is more than a checkbox; it’s a powerful tool for financial control. California’s complex tax code, frequent legislative updates, and high-income tax rates make it essential to plan ahead, not just react during filing season.

Whether you’re preparing to sell a business, managing a windfall, or entering retirement, strategic tax guidance can help you:

• Avoid overpaying on tax returns

• Optimize capital gains and charitable deductions

• Coordinate income across multiple states or entities

• Ensure ongoing compliance with both federal and state tax laws

Clients come to us when they need clarity. They stay with us because of our consistent, proactive engagement, backed by strategy, not guesswork.

Who We Serve in the Sacramento Region with Custom Business Services

We work with a broad range of clients across Sacramento and surrounding areas, each with unique goals and planning needs. Our financial services and tax planning strategies are designed to deliver impact at every life stage.

Our clients include:

• Small businesses seeking smarter entity structuring and employee compensation planning

• Retired couples managing withdrawals, RMDs, and estate strategies

• Independent professionals and consultants with complex income streams

• Non profit organizations seeking tax-efficient growth and governance

• Entrepreneurs preparing for business exits or succession

Our Sacramento Tax Planning Services

Integrated Tax Strategies Aligned With Your Financial Goals

Our tax services are never one-size-fits-all. We assess your full financial picture, investments, income, assets, estate planning documents, and develop a personalized tax planning roadmap that evolves with you.

We help clients in Sacramento:

• Optimize charitable giving through donor-advised funds and trusts

• Strategically time Roth conversions and withdrawals

• Minimize exposure to capital gains and state income taxes

• Coordinate filing strategies across personal and business tax returns

• Integrate tax with investment and estate planning for total alignment

Business Tax Planning From a Sacramento CPA Firm You Can Trust

If you own or operate a business in Sacramento, tax implications are baked into every major decision you make. Our accounting firm delivers sophisticated business services that reduce unnecessary tax burden and support long-term growth.

Our team works closely with small businesses, partnerships, and closely held corporations to:

• Evaluate or restructure your business entity

• Design tax-smart succession and exit plans

• Navigate stock options and deferred compensation

• Maximize retirement plan contributions and benefits

• Stay ahead of changing regulations and maintain compliance

As your dedicated tax and wealth partner, we collaborate with your attorney, CPA, or CFO to ensure complete alignment. You’ll never be left guessing or coordinating between disconnected advisors.

Meet our team

How Our Sacramento Firm Works With You Year-Round

A Fiduciary Approach to Tax Planning Services

Towerpoint Wealth is not a product-pushing accounting firm. We’re a fiduciary partner, delivering independent, unbiased advice that prioritizes your goals. Every plan we create is backed by research, logic, and a deep understanding of both the numbers and your values.

We also believe tax planning is never a one-time event. As your life and the tax code evolve, so should your strategy. That’s why we offer ongoing, year-round support, not just during filing season.

What to Expect From Our CPA Firm’s Tax Planning Process

Working with us begins with a free consultation, where we take the time to understand your full financial picture. From there, we move through a disciplined process:

1. Discovery & Review – Analysis of current returns, goals, and tax exposure

2. Opportunity Mapping – Identifying areas for immediate and long-term improvement

3. Implementation – Coordinated execution with legal and financial professionals

4. Ongoing Strategy – Adjustments to keep your plan in sync with life and law

Why Clients Choose Towerpoint Wealth Over a Traditional CPA Firm

A Track Record of Results for High-Net-Worth Clients Seeking Business Services and Strategic Tax Planning

Our firm was built to serve those who want more than cookie-cutter tax preparation or reactive accounting. We provide comprehensive, forward-looking accounting services that integrate with your broader financial life.

Clients across Sacramento appreciate our:

• Deep expertise with California and federal tax laws

• Coordination across legal, estate, and business professionals

• Concierge-level service and responsiveness

• Strategic thinking that adds value year after year

Testimony from a previous client

“If you need top-tier financial planning and tax expertise, Towerpoint Wealth is the place to go. From the start, I experienced unmatched professionalism and knowledge. Steve Pitchford, CPA and CFP®, stands out with his expertise in both tax and financial planning. His strategic, personalized advice gave me confidence that my finances are in excellent hands. Steve’s ability to integrate tax planning with investment strategies is invaluable. The Towerpoint team is responsive, attentive, and truly cares about client success. They provide clear, detailed financial and retirement plans tailored to individual needs. Their comprehensive approach to wealth management goes beyond numbers, focusing on improving overall quality of life. Towerpoint’s robust tax planning platform and educational resources keep me informed about the latest financial trends. Their commitment to client satisfaction and success is evident in every interaction. In summary, Towerpoint Wealth offers exceptional financial guidance with a personal touch. I highly recommend them for anyone seeking comprehensive and strategic financial planning. Thank you, Towerpoint Wealth, for making financial planning seamless and empowering!”
— Gabe Marcus

Ready for Smarter Tax Planning Near Me? Schedule Your Free Initial Consultation Today

Start With a Free Consultation From a Sacramento-Based Full-Service Accounting Firm

If you’re looking for real answers, not just another CPA firm offering year-end tax preparation, we invite you to experience a better standard of service. Our fiduciary team provides expert accounting, compliance, and planning support tailored to Sacramento’s most successful individuals and organizations.

Schedule your appointment today!