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:
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.
Our staff is certified by the American Society of Tax Problem Solvers. Look for this when choosing a tax attorney.
LifeBack Tax Relief is a Member of the California Society of Enrolled Agents. Look for this when choosing a tax relief company.
LifeBack Tax Relief is a member of the National Association of Enrolled Agents. Look for this when choosing a tax relief company.
LifeBack Tax has members on staff who are licensed with the State Bar of California.
LifeBack Tax has staff members who have joined the California Lawyers Association (CLA).