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
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Tax-efficient coordination of investment assets across various types of accounts.
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Filing creative and compliant corporate and individual tax returns for corporations, LLC's, LLP's, C-Corp and S-Corp.
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Amending tax returns for corporations and individual returns.
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Maintaining ON TIME bookkeeping and financial reports.
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Managing investment and Crypto Currency tax liability.
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Strategizing the ultimate backup retirement financing.
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Developing a sound business plan and tax minimization strategy for long term wealth and increase cash flow.
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Identifying a required rent roll and cap rate on an investment rental property.
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How to minimize lifetime taxes through distributions of your taxable, tax-deferred, and tax-free accounts.
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Implementing the right withdrawal rates and RMD's during retirement.
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Multi-bucket Roth conversions to slash income taxes and minimize the widow tax.
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Knowing how they can retire, when they can retire, and if they actually have enough money.
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Understanding and planning for catastrophic long-term medical expenses.
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Strategizing the ultimate backup retirement financing.
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Social Security timing, delaying, and claiming decisions.
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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.
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.