Helpful Tax Info

A New Way of Thinking About Taxes

Our individual, partnership, corporate and nonprofit clients are looking for solutions to managing their taxes. Managing this complex area goes well beyond tax compliance planning.

The benefits of using tax to your advantage are too important to underestimate. Your company's ability to capitalize on the lowest effective tax rates across multiple jurisdictions can directly impact the profitability of your practice or business. How tax is treated in a transaction can be critical in determining the success or failure of a new venture or helping you reach your financial and personal goals.

Building a strategy
Tax, in other words, should no longer be treated as an afterthought; it has to be an integral part of your forward planning for the entire organization. Your practice or business needs an ongoing tax strategy that fully supports your business objectives and also plays an important part in decision-making at the earliest possible stage.

Your tax strategy must be both innovative and demonstrably effective in creating value, while enabling you to think ahead in a fast-changing environment. It must be underpinned by fast access to accurate tax-relevant information. And, it must be supported by the necessary human skills.

At Jerry E. Bartram, CPA we bring over thirty-four year of being involved in tax planning, tax preparation and tax compliance.  We start with accurate accounting records and then build strategies together for minimizing your taxes consistent with various Federal and State  tax laws.

Please look at the menu to the left to find free helpful information about how to run a more successful practice.  The Tax Ideas section has a number of helpful links and articles.

Why not call today for an appointment

Click Here For The Current Month Tax and Business Newsletter

A Monthly Tax News Letter For Young Health Care Professionals

Click Here For A Tax Calendar

Click Here For A Tax Organizer

Powerpoint Presentation on Family Limited Partnerships

IRS Market Segment Specialization Program - Guide that contain IRS Examination Techniques

Do Your Taxes Now!


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35460 Beech Avenue

Yucaipa, CA  92399

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Web designed and authored by Jerry E. Bartram, CPA  Last Updated 08/29/12

"IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, I inform you that any tax advice contained in this communication (including any attachments) was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any matters addressed herein."