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Cima Tax Solutions
1002 17th Street, Santa Ana, CA 92701
BTI Professional Services
17821 17th St, Suite 270, Tustin, CA 92780
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Phone:
Main - 714-510-2558
- Address:
- 2082 Michelson Dr Irvine, CA 92612
- Link:
- Categories
- Tax Return Preparation, Insurance
- Payment Options
General Info
We implement advanced tax planning strategies to approach wealth management proactively for year-round tax efficiencies of asset allocations for taxable, tax-deferred, and tax-favored investments. Our specialties are investment advisory, financial planning, retirement planning, business planning, estate planning, trust planning, complex insurance planning, tax planning, and trust and estate planning. Our focus in these areas reduces tax drag and enhances after-tax investment returns. Business hours on Saturday are by appointment only.
Contact Info
Reviews
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