Tax Strategies

Our tax strategist, Jeff Trapp, is available for tax planning, preparation, strategies, evaluation, and more. He is an Enrolled Agent, licensed by the IRS. He is located (part time) in our office with his headquarters in Temecula.

Jeff Trapp

For over 10 years, Jeff Trapp has been helping clients save $10,000 – $100,000+ annually. He provides his clients with tax and wealth savings strategies, so that they can keep more of their hard-earned money. That way they can invest it back into their business, invest in retirement or real estate, save for their children’s college education, or perhaps splurge on that brand-new sports car.

Jeff is not like other accountants where he enters numbers into a spreadsheet and expects you to make the crucial decisions. Instead, he works alongside you throughout the year to help you get a handle on your tax and financial situation, so that you can go to bed each night knowing that you are in a profitable place, consistently growing, and knowing how much you will owe in taxes at the end of the year.

At the end of the day, Jeff knows that you are busy person and he wants you to focus your energy on what you love to do.

Call today for a free consultation. 949-528-3800

PLEASE NOTE: Jeff Trapp is not securities licensed and therefore cannot give advice on specific investments. Jeff Trapp is not associated with Newbridge Securities Corporation, Newbridge Financial Services Group, nor Gold Coast Financial Group. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We do not know, and have no reason to believe, that any linked site contains false or misleading information. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume responsibility and risk for your use of the websites.