A Partner for Your Complicated Tax Picture
Your tax situation is a complicated one. You might have multiple income sources or investment properties, own a business, sold some bitcoin, or have tax resolution needs. You seek professionals who will help simplify your tax picture, minimize taxes, and if needed, represent you before a federal or state tax agency.
We created Collaborative Tax Partners to help ease the stress of tax planning for complex situations. Based in Rancho Cucamonga, CA, our tax practice is a collaboration between Enrolled Agent Amber M. Storms and fiduciary Registered Investment Advisory firm RPA Wealth Management.
Our goal is to bring a big-picture perspective to your taxes. We are here to advocate for you and reduce the tax burden across all your financial areas with strategies such as tax location, tax loss harvesting, 1031 exchanges, and diversification of business wealth.