Tax Planning Services

Minimize Liabilities. Maximize Compliance. Plan with Confidence.

Tax Planning Services

At Yenor and Associates, CPA, we understand how complex it can be to manage state, federal, and local tax obligations. With constantly evolving regulations, our mission is to keep you ahead of the curve—so you can focus on your goals while we handle the strategy.

Tailored Tax Planning for Individuals & Businesses

Whether you're a sole proprietor, partner, or business owner, our San Diego-based team delivers proactive tax solutions designed to:

  • Minimize tax liabilities
  • Avoid costly overpayments
  • Reduce audit risk
  • Align with your long-term financial goals

We take a close look at your unique tax profile, develop a strategic plan, and ensure full compliance with both state and federal tax codes.

Our Tax Planning Services Include:

  • Strategic tax planning to minimize liabilities
  • Alternative minimum tax planning
  • Multi-state tax compliance strategies
  • Succession and estate tax planning
  • Maximizing deductions to reduce taxable income legally
  • Ensuring compliance with tax regulations
  • Preventing mistakes and audit issues
  • Individual tax planning for partners & sole proprietors

Ready to Take Control of Your Tax Strategy?

Let’s build a smarter plan for your financial future. Call us at 858-565-1411 or request a consultation online today.

Questions? Request a FREE Consultation Today.

Get in touch with us now to find out how Yenor and Associates, CPA can help you reach your financial goals.