Income tax Planning and Advice

Tax transactions, including income tax preparation can be stressful. And when you have trouble managing most of your affairs, taking care of tax affairs is next to impossible. This is where a professional fiduciary can come to your rescue. Chris Cooper is a California licensed professional fiduciary who helps seniors, disabled individuals, and incapacitated people in managing and protecting their day-to-day finances, investment, estate management while ensuring their physical and mental well-being.

How can Chris Cooper help you?

Chris Cooper is a CERTIFIED FINANCIAL PLANNER™ and is enrolled to practice in audit and administrative proceedings before the Internal Revenue Service and state and local taxing authorities. He helps manage your financial affairs such as estate management, income tax preparation, property management, and many others. Also, with specific fiduciary training and expertise, he provides you with tax planning and advice to help you make decisions solely to meet your personal or business goals.

He will:

  • Handle your tax transactions

  • Guide you on tax planning and advice

  • Minimize conflict of interest and stress among family members and loved ones

  • Offer access to expert knowledge and experienced professionals (CPAs and attorneys)

To learn more about how hiring a professional fiduciary can help protect your loved one and help you handle their tax affairs, contact us today.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.