Tax Planning & Administration

California Tax Planning Lawyer

Jones & Kindelan has extensive experience in all types of federal and state taxation affecting business and individuals. Our creative and multi-disciplinary approach has helped numerous clients do sound tax planning which is in compliance with the law. Call 858-259-8221 or send us an e-mail to discuss your needs. A lawyer at our firm can explore how to use the tax code to achieve your goals.

Jones & Kindelan provides a range of tax services to individuals and businesses, including:

• Structuring tax transactions to minimize taxes
• Tax compliance advice
• Tax audit and appeals advice
• Estate tax planning and minimization strategies
• Gifting and charitable giving
• Use of trusts to minimize taxes
• Post-mortem tax planning
• And other taxation matters

Our firm does tax planning and does not focus on tax return preparation which we have done by qualified Certified Public Accountants with whom we have a working relationship. We can retain these professionals directly or recommend them to you depending on your needs.

We also have a number of financial planners who we may recommend to you to assist you with your financial planning. We believe that a “team approach” using a number of professionals often creates the best results for our clients.

An Experienced Business and Estate Tax Planning Attorney

Wiley Jones has been advising clients in taxation, estate, and business law matters for over 30 years. With extensive legal and business experience and a Master of Laws in Taxation from New York University School of Law, he is uniquely positioned to provide advice and services in this area. In the area of estate tax planning, he is fully conversant with all of the legal vehicles available. These include various types of trusts and gifting strategies that can minimize income, gift and estate taxes and achieve a client's long term l goals.

For a free initial telephone or e-mail consultation with Jones & Kindelan, LLP in San Diego, California, call 858-259-8221 or contact us online.