Milestone and Goal Planning
Tax Milestone and Goal Planning Services
At Apple Blossom Tax Service, we help you navigate your finances through life’s milestones. Whether you are starting your first job, launching a business, buying a home, preparing for retirement, or managing a major life change, our goal is to give you the clarity and confidence to make informed decisions.
We provide tax consulting and financial advisory services to individuals, families, and business owners throughout Sebastopol, Santa Rosa, and Sonoma County. Our expertise covers budgeting, tax efficiency, retirement planning, small business consulting, and estate or trust tax considerations. Each plan is tailored to your unique situation so you can make choices that align with your long-term goals.
This is not a one-time service. We offer year-round financial planning and ongoing tax advice, helping you adapt to changes in income, business growth, or personal circumstances. Whether you are mapping out a long-term strategy or responding to an unexpected opportunity, we are here to guide you, answer your questions, and keep your financial future on track.
How it works:
We'll send you a simple questionnaire to get started. Together, we'll create a financial plan. We'll identify areas of strength and opportunities you may not have considered. You'll receive a clear, actionable summary.
What we cover:
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Financial Plans or Goals
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Asset Protection
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Education Savings
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Goal-setting and future planning
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Investment and savings strategies for current and future taxable events
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Risk management and insurance review
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Tax planning considerations
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Estate planning basics
Let’s make your next milestone count!
Ready to plan your next step? Schedule a tax consulting session.
Need assitance coordinating taxes with wills, trusts, or gifts?