Tax Preparation & Planning

At Penaloza Insurance we provide effective tax preparation and planning that can help you to minimize your future tax liability each year. By having us on your team, you are more likely to benefit from those opportunities. We're here to help you manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.