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Individual Tax Services

Tax Preparation Services for Individuals and Families

Starting your personalized tax plan is easier then you think...

Get the basics of tax planning explained in a way that makes sense. Find out how to build the the perfect financial plan and tax strategy for you.

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Kerr Tax Advisors, LLC is committed to helping individuals and families manage their most important financial decisions. Like most people, financial planning and retirement savings is high on your priority list but knowing where to start and who to turn to for help is often overwhelming. Fortunately, Andrew Kerr and our team of Certified Financial Planners (CFP) at Kerr Wealth Management offer a straight forward fee-only approach to most complicated financial situations. 

Talk with a Tax Advisor

No Cost. No Obligation.

559-405-9705

Did you know a disciplined tax plan can help you...

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  • Understand basic to complex tax reduction strategies.

  • Build a personalized financial life plan.

  • Align your goals with your money and taxes.

  • Figure out how to allocate for future goals.

  • Prepare for charitable contributions. 

  • Prepare for required minimum distributions.

  • Understand your children's influence on your taxes.

  • Make informed estate planning decisions.

  • Become a smarter investor.

  • Plan for a secure retirement.

  • Decide what to do with your 401(k) accounts.

  • Make decisions about your employee stock options.

  • Decide whether to rent, buy (or sell) your home.

  • Understand your insurance needs.

  • Plan for child and college expenses. 

  • Invest in individual stocks or tax free bonds.

  • Manage tax liability.

  • Design tax efficient draw down strategies.

  • Optimize social security.

  • Debt management and strategy.

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Financial Planning & Tax Services

Financial Planning

Tax Services

Financial Planning
Cash Flow Planning
Social Security Income 
What if Scenarios
Life Event Planning
Estate Planning
Inheritence Planning
Divorce Planning
Tax Planning
Tax Strategies
Tax Preparation

Other Tax Services

Estate Tax
Inheritance Tax
Audit
Tax Amendment

Start your tax plan today.

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SCHEDULE A TAX CONSULTATION 

Contact

Kerr Tax Advisors, LLC.

7255 N. First Street, Suite 105

Fresno, CA 93720

Phone (559) 277-4772

Fax (559) 573-8558

Tax Preparation Fresno, CA

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Services

Tax Planning

Corporate Tax Returns

Individual Tax Returns

Tax Amendment

Legal and Important Links

Disclosures

Privacy Policy

Contact Us

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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. Andrew Kerr does incorporate tax planning into the financial planning process along with Adela Padron who is the firm's tax preparer and tax consultant.

                          

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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You are now leaving Kerr Tax Advisors, LLC's website and are going to a website that is not operated by the firm. We are not responsible for the content or availability of linked sites.

 

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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© 2020 Kerr Payroll Solutions, LLC DBA: Kerr Tax Advisors, LLC. A Kerr Company

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