Personal Financial Planning

Personal Financial Planning

Financial planning is the long-term process of managing and controlling your finances in order to guide your business towards success.

Having a financial planner on your team is necessary to accomplish your goals. Our team at Lifeback Tax takes into account your business vision as well as your financial situation in order to ensure your company's progress. In order to create a feasible personal financial plan, you need to consider your financial situation, goals and implement them in the most efficient manner.

We focus on the major 6 elements to ensure a good plan:

  • Cash Flow Management
  • Investment Management
  • Tax Management
  • Insurance Assessment
  • Retirement Planning
  • Estate Planning

These elements, as well as your vision, value and motivation, are all integrated into your "life plan." When creating your life plan, our team takes extra measures to ensure your specific financial needs and goals in order to ensure you are knowledgeable in all aspects of business.

It is important to keep in mind that financial planning is a process, not a product.

LifeBack Tax

Our team of tax experts is standing by to help you resolve your tax problems!.

Awesome Support

We genuinely want to find the best possible solution for you and with our team on your side, results are optimal!

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Fast and Reliable

The LifeBack team works fast to resolve your problems and with hundreds of satisfied clients, satisfaction is guaranteed!

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Get started on your tax resolution journey today with a 100% free consultation!

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Certified by the American Society of Tax problem Slover

Our staff is certified by the American Society of Tax Problem Solvers. Look for this when choosing a tax attorney.

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Member - California Society of Certified Public Accountants

LifeBack Tax Relief is a Member of the California Society of Enrolled Agents. Look for this when choosing a tax relief company.

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Member - National Association of Enrolled Agents

LifeBack Tax Relief is a member of the National Association of Enrolled Agents. Look for this when choosing a tax relief company.

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Member - California Society of Enrolled Agents

LifeBack Tax Relief is a Member of the California Society of Enrolled Agents. Look for this when choosing a tax relief company.

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Member - State Bar of California

LifeBack Tax has members on staff who are licensed with the State Bar of California.

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Member - California Lawyers Association (CLA)

Lifeback Tax has staff members who have joined the California Lawyers Association (CLA).

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