Brennan & Company

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Financial Services, Accountants-Certified Public, Bookkeeping

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Today: 8:00 am - 3:00 pm

Tomorrow: 8:00 am - 3:00 pm

63 Years

in Business

(760) 346-1487Visit WebsiteMap & Directions73302 Highway 111Palm Desert, CA 92260 Write a Review

Hours

Regular Hours

Mon - Fri:	8:00 am - 3:00 pm
Sat - Sun	Closed

Places Near Palm Desert with Financial Services

Rancho Mirage (3 miles)
Indian Wells (7 miles)
Cochella Valley (9 miles)
La Quinta (10 miles)
Cathedral City (10 miles)
Thousand Palms (11 miles)

More Info

General Info: Brennan & Company Provides Bookkeeping, Financial Statements, Payroll Services, Business Tax Returns, Individual Tax Returns, Tax Planning and Business Valuations to the Palm Desert, CA Area.
Email: Email Business
Extra Phones: Fax: (760) 346-2187
Neighborhood: Palma Village Groves
Other Link: https://accountingpros.com/
Categories: Financial Services, Accountants-Certified Public, Bookkeeping, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Payroll Service, Retirement Planning Services, Tax Return Preparation
Other Information: Parking: Lot

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Details

Phone: (760) 346-1487

Address: 73302 Highway 111, Palm Desert, CA 92260

Website: https://accountingpros.com/

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Brennan & Company

Tax Planning
Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
Charitable Giving
Put yourself in control. Timing is important when it comes to minimizing taxes, and the timing is often in your control. For instance, bundling multiple years of charitable contributions into one year can create an opportunity to itemize deductions. Plus holding investments for longer than one year to get a lower tax rate, and making efficient retirement withdrawals are other examples of prudent tax strategies that you control.
Tax Services
Visit the Services area of our site to learn more about the many accounting and tax services available to individuals and businesses.
Roth IRA
Develop investing basics. Set up online access for your own retirement accounts or taxable investment accounts so you can show your family the power of compound interest firsthand. You can even consider setting up investments for your kids. If they have earned income, for example, they can start investing with a Roth IRA.
Tax Deductions
Kids getting older tax surprise. Your children are a wonderful tax deduction if they meet certain qualifications. But as they get older, many child-related deductions fall off and create an unexpected tax bill. And it doesn't happen all at once.
Income Tax
Create an April 15th reminder. This is the deadline for filing your 2023 individual income tax return, completing gift tax returns, making contributions to a Roth or traditional IRA for 2023, and for paying the first installment of 2024 individual estimated taxes. So create a reminder that works for you.
Tax Return Preparation
Business Tax Return Preparation
Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.

Wealth Management
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management

Accounting Services
Payroll Services
Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.
Bookkeeping Services
Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

Financial Planning

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