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Saving Money

Saving for your life goals and dreams isnt as hard as you 

think. You just have to start with someone who cares, that someone is Kerr Wealth Management.

The Kerr Wealth Perspective

Planning for the future: Automatic deposits and transfers can help you stay disciplined.


Creating your investment strategy: Investing may help you reach your goals faster.


Saving for retirement: Save as much as you can through 401(k)s, IRAs, and other retirement accounts.


Diversifying your investments: Spreading your investments across multiple asset classes can help boost long-term returns.


Examining your tax strategy: Be aware of how taxes will affect your money, and manage the impact where possible.

Track your long-term savings goals

Use our pre-planning guidence solution to explore your situation and savings goals. It's free.

Maximize your retirement savings

Saving for retirement feels like a marathon, thats because it is. It is not a sprint and rarely do get rich schemes workout. Saving for your future may not feel easy and it's difficult to know if your on the right track. 

Working with one of our fee-only advisors who can help you with your annual financial checkup is a good place to start.

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

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. 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.

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

 

 

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