SOLUTIONS FOCUSED TAX PLANNING
Our firm prides itself on its knowledge on a broad spectrum of concepts and tax strategies to lower your taxes. Even so, we know it is impossible for one person or one firm to know it all. That is why we have strategic alliances with some of the top tax firms, law firms, and top experts in finance to make sure we are not overlooking anything when it comes to your specific situation.
Our goal is to be “the” place a client can turn to get answers/help on tax reduction strategies for income and capital gains tax, estate planning, business/corporate planning issues, and asset protection. So you can focus on the important things while we help you grow and transfer your wealth in the most tax-efficient manner.
The economic conditions over the last 5-10 years have created a serious demand for tax firms to become much more proactive and act as the ‘trusted advisor’ for their clients. The majority of tax firms aren’t able to keep up with these shifting demands in addition to all of the tax law changes. With our unique structure, we are able to leverage our alliances to provide you with the best experience and service out there.
ABOUT OUR FOUNDERS
Having more than 40 years of combined professional experience, our founders have started, acquired, and managed 18 companies in the Bay Area and across the United States. We know and understand the demands that a business makes of its owners. Urok Tax Planners invest time and energy into each of our clients the same way that our clients do in their own business and personal lives. Our goal is to be a safe harbor for our clients.
Our founders began working together in 2008 and have formed a relationship built on knowledge, expertise, integrity, and loyalty. This relationship has shaped the culture of Urok Tax Planners and is the foundation from which we build relationships with each of our clients. We give individual and personalized attention when serving our clients, not just during tax season, but at any time.
Through our own real-world experience, and by being able to share from the wealth of knowledge collected over the years with our client’s actual experiences, we possess the expertise to help our clients start-up, grow and evolve their businesses. We guide businesses, their owners, individuals, and family clients to improve their finances. We help our clients to be nimble during times of growth and change, by helping them to identify issues, create solutions, and implement innovative strategies.
With Urok Tax Planners as your tax and planning partner, you can achieve your business and personal goals!
