While we are based out of Walnut Creek, California, we proudly serve clients well beyond our local radius.
Office Address: 1211 Newell Ave, Suite 230, Walnut Creek, CA 94596
Phone Number: 925-465-6384
Tax planning is about creating a personalized strategy to minimize your tax liability while staying compliant with ever-changing laws. It covers everything from annual preparation to proactive planning for retirement, business ownership, inheritance, and beyond—helping individuals and families, just like you, keep more of what they’ve worked hard to earn.
Because your taxes deserve more than quick fixes or guesswork. A CPA or EA brings the training, ethics, and expertise to help you file accurately and plan strategically, so you can move forward with clarity—not confusion.
At 17 Mile Drive, we pair technical precision with human understanding, so you’re not just filing a return—you’re building a trusted partnership for the long haul.
Tax preparation is the process of accurately filing your returns each year to meet IRS requirements. Tax planning goes further—it’s the proactive, year-round work of structuring your finances to reduce taxes, maximize deductions, and align decisions with your future goals.
At 17 Mile Drive, we believe both are essential. We handle your preparation with meticulous care and use planning to ensure you’re not just compliant today, but confident about tomorrow. The result? A tax strategy that supports your life now and your legacy later.
Look for a team that sees beyond the numbers. The right firm should understand your full financial picture, communicate clearly, and align with your values. At 17 Mile Drive, we lead with transparency and care—not pressure. You’ll know if we’re the right partner from the very first conversation.
We offer comprehensive tax services designed to simplify complexity and save you time. That includes annual tax preparation, proactive tax planning, retirement distribution strategies, estate and gift tax planning, business tax support, and IRS representation. Every service is rooted in accuracy, clarity, and long-term trust.