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So much of what our customer's need is complex and difficult to navigate. Balancing stock market, economics and tax can be almost impossible for most people to manage. Kerr Wealth provides high-touch advisory services from our Certified Financial Planners (CFP), Investment Advisors and consultants. 

Below are just some of the many questions we get asked from our customers. Our fee-only financial advisors in Fresno, CA can help you with many areas of finance so you can move forward with confidence.

Taxes

TAX CALENDER

  • Understanding Marginal Income Tax Brackets

  • How Income Taxes Work

  • What Do Your Taxes Pay For?

  • What If You Get Audited?

  • What Is a 1035 Exchange?

  • Do You Owe The AMT?

  • How to Make the Tax Code Work for You

  • Tax Deductions You Won't Believe

  • Donating Art: Taxation Abstraction

  • Red Flags for Tax Auditors

  • “Dirty Dozen” Tax Scams to Watch For

  • How to Appeal Your Property Taxes

  • Six Most Overlooked Tax Deductions

  • You May Need to Make Estimated Tax Payments If…

  • Tax Rules When Selling Your Home

  • Filing Final Tax Returns for the Deceased

  • Tax Reform: Before and After

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Investing

  • The Business Cycle

  • A Look at Diversification

  • Inflation & Your Money

  • Mutual Funds vs. ETFs

  • Value vs. Growth Investing

  • Rebalancing Your Portfolio

  • Estimating the Cost of College

  • TIPS for Inflation

  • Types of Stock Market Analysis

  • Best-Performing Asset Classes

Money

  • Spotting Credit Trouble

  • How Does Your Credit Score Compare?

  • U.S. Personal Savings Rate

  • Life and Death of a Twenty Dollar Bill

  • Pay Yourself First

  • Buying vs. Leasing a Car

  • Your Emergency Fund: How Much Is Enough?

  • Budget Check Up: Tax Time Is the Right Time

Retirement

  • What Is an Annuity?

  • 9 Facts About Retirement

  • 9 Facts About Social Security

  • The Cost of Procrastination

  • Healthcare Costs in Retirement

  • When Should You Take Social Security

  • Traditional vs. Roth IRA

  • Split Annuity Strategy

  • Where Will Your Retirement Money Come From?

  • Important Birthdays Over 50

  • How Will Working Affect Social Security Benefits?

Start your tax plan today.

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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

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Disclosures

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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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