Fresno Tax Advisors.

Sensible tax solutions for the small business community and professionals.

Straight talk tax advice.

Affordable rates void of unnecessary hourly billing.

Tax planning that actually makes a difference.

Tax Preparation and Review Services

Business Entity Consulting

Business Tax Consulting

Bookkeeping Setup / Design / Review

Bookkeeping Services

Payroll Services and Payroll Taxes

INDIVIDUALS

Tax Preparation and Review Services

Tax Minimization Planning 

CORPORATIONS

Succession Planning

R&D Tax Credits

Financial Planning

Tax Return Amendments

Crypto Currency Tax

Investment Tax

Tax Compliance

Payroll and Payroll Tax

Bookkeeping Services

Agriculture Tax Services

Farming Industry Professionals

Professionals Tax Services 

"Hi, we are Kerr Tax Advisors, LLC in Fresno, CA. Kerr Tax Advisors got it's start as a financial planning firm that noticed chronic flaws in the tax preparation industry that played havoc on our clients. Some of the problems included: overcharging CPA's, bad tax advice and complacency. So, we decided to fix the problem for our customers by offering a simplified approach to complex tax problems.

The customers we help happen to be successful small business owners, physicians, affluent, CEO's, farmers, teachers, nurses and retirees."  

WHY KERR TAX ADVISORS, LLC?

About You

It's about you.  Nothing is conflict free but as fee-only advisors and Enrolled Agents (EA) we do our best to help you where you need it the most. The old way, you paid your CPA $hourly and your on their schedule.

Planning & Advice

Plan your taxes on your terms! Proper tax planning can help you get a better idea of what your IRS tax will be and give you enough time to plan and reduce your tax payment. 

Straight Forward Tax Advice

Keep it simple. After careful planning our team of tax advisors will work together to develop and manage your tailored tax plan. The old way - your tax preparer would wait until the last minute and send you a bill.

Personalized Tax Services

Individual Tax Returns

Need help with your individual taxes?

Our Fresno, CA based tax preparers are experts on simple to high net worth individual(s) tax reporting.

Tax Return Amendments

Have things changed with your tax situation or maybe your CPA or tax preparer made an error in your taxes or maybe you just need a second opinion? We can help you amend your returns and give you that second opinion.

Corporate Tax Returns

Corporations have very complex tax reporting requirements. Our corporate tax preparers and enrolled agents (EA) can help your small business develop a tax minimization strategy, save money and give you a creative and compliant tax return. 

Tax Planning

The tax experts at Kerr Tax Advisors, LLC provide tax projections for individuals and small businesses. Cant decide on a retirement plan, or heavy weight vehicle expense we can give you the direction to make those decisions. 

Bookkeeping Services

Did you start your business to track cash flow and reconcile your books? No, you started your business to make money. The bookkeeping crew at Kerr Tax Advisors, LLC can take the weight off your shoulders and give you proper bookkeeping support at an affordable fixed price.

Payroll Services

Offering a powerful all in one cloud based payroll solution for businesses of any size. Leverage Kerr Payroll Solutions to gain time, reduce costs and enhance your payroll and HR department. 

"Our Clients Engage Us For Experienced Tax Advice"

Our Tax Planning Process

Gather Information

Establish Tax Goals & Objectives

Analyze Your Tax Situation

Develop a Tax Plan

Implement Plan

  • Tax-efficient coordination of investment assets across various types of accounts.

  • Filing creative and compliant corporate and individual tax returns for corporations, LLC's, LLP's, C-Corp and S-Corp.

  • Amending tax returns for corporations and individual returns.

  • Maintaining ON TIME bookkeeping and financial reports.

  • Managing investment and Crypto Currency tax liability.

  • Strategizing the ultimate backup retirement financing.

  • Developing a sound business plan and tax minimization strategy for long term wealth and increase cash flow.

  • Identifying a required rent roll and cap rate on an investment rental property.

  • How to minimize lifetime taxes through distributions of your taxable, tax-deferred, and tax-free accounts.

  • Implementing the right withdrawal rates and RMD's during retirement.

  • Multi-bucket Roth conversions to slash income taxes and minimize the widow tax.

  • Knowing how they can retire, when they can retire, and if they actually have enough money.

  • Understanding and planning for catastrophic long-term medical expenses.

  • Strategizing the ultimate backup retirement financing.

  • Social Security timing, delaying, and claiming decisions.

  • And much, much more!

Monitor and Review Your Financial Tax Plan

More About Us

Now that you know we are tax experts; What else should you know?

The tax professionals at Kerr Tax Advisors, LLC are Enrolled Agents (EA). An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

 

 

What else?

Kerr Tax Advisors, LLC is a hybrid of fee-only financial advisors and Enrolled Agents (EA) combining the best of both worlds to give you an optimal outcome on your tax planning and ultimately your tax return liability. We are staffed with Fiduciary Investment Advisors, Accredited Wealth Managers, Enrolled Agent's (EA) tax preparers and Chartered Retirement Plan Counselors (CRPC) who have completed rigorous education requirements and adhere to fiduciary standards. 

How does this help you?

Unlike many tax preparers, we identify opportunities outside of just your tax return. We think outside the box and we keep it simple.

A team approach.

The Enrolled Agent's and Financial Advisors at Kerr Tax Advisors use a team approach and it doesn't cost you more. This helps us ensure we are meeting your needs and remaining at the top of our game.

Mountains

Hot Tax Topics

Taxes Get Ever More Complicated with Covid

Tax time is here! You may need a top-rated tax preparer in Fresno, CA to do your taxes as they seem to get more complicated every year. This year, we have a number of unusual tax provisions due to the Pandemic, so you can’t just take your business taxes down to the big box tax guys.

Investing in Crypto Currencies and How it affects your taxes.

Coin exchanges and Crypto Currency has been adopted by society for many years and it is now here to stay. In fact the IRS now requires you to report your Crypto profits. How does tax on Crypto Currency work? Not sure how it can affect you? We can help.

Start your new tax plan today.

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Driving Directions

Contact

Kerr Tax Advisors, LLC.

2507 W. Shaw Ave. Suite 1

Fresno, CA 93711

Phone (559) 277-4772

Fax (559) 573-8558

Enrolled Agent, Fresno, CA

License #00141586EA - Samantha Russell, EA

Services

Tax Planning

Corporate Tax Returns

Individual Tax Returns

Tax Amendment

Legal and Important Links

Disclosures

Privacy Policy

Contact Us

Terms of use 

 

Kerr Tax Advisors, LLC is not a CPA firm. Kerr Tax Advisors is managed by members of which are either licensed to represent tax payers, prepare taxes  and amend tax returns. Andrew Kerr is not a tax preparer and does not give legal tax advice. He does incorporate tax planning into financial planning and Samantha Russell, EA performs all tax work on behalf of Kerr Tax Advisors. 

                          

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2020 Kerr Wealth Management.


Important notice regarding investment advisory services: Tax services provided by Kerr Tax Advisors, LLC. Kerr Tax Advisors, LLC. is not a law firm and does not give legal advice. There is a conflict of interest if we recommend using one of our affiliates because additional compensation is received. You are advised to read our legal disclosures to understand any potential conflicts of interest with our services.

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ABOUT THIRD PARTY LINKS ON OUR SITE
Kerr Tax Advisors, LLC offers links to other third party websites that may be of interest to our website visitors. The links provided in our website are provided solely for your convenience and may assist you in locating other useful information on the Internet. When you click on these links you will leave Kerr Wealth Management' website and will be redirected to another site. These sites are not under the control of Kerr Wealth Management. ​​

Kerr Wealth Management is not responsible for the content of linked third party websites. We are not an agent for these third parties nor do we endorse or guarantee their products. We make no representation or warranty regarding the accuracy of the information contained in the linked sites. We suggest that you always verify the information obtained from linked websites before acting upon this information. Please be aware that the security and privacy policies on these sites may be different than Kerr Wealth Management policies, so please read third party privacy and security policies closely. If you have any questions or concerns about the products and services offered on linked third party websites, please contact the third party directly.

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