We have 19 years helping Business Owners on Tax Mitigation Strategies. We can save you up to 50% in taxes if your business is in California Whether you are Solepropietor,S Corp,C Corp,Partnership.

R&D Tax Credit

The R&D tax credit was originally established in 1981 to incentivize innovative R&D across the United States. The 2015 Protecting Americans from Tax Hikes (PATH) Act made the R&D tax credit permanent, modified the benefit for small businesses, and made the credit available to startups. While the phrase “research and development” might call to mind white lab coats and groundbreaking discoveries, this credit can apply to a broad range of business activities.

Cost Segregation Strategy

Cost segregation is a tax strategy that accelerates depreciation by identifying and reclassifying certain assets in commercial properties, providing potential tax benefits for property owners.

Cash Balance and Profit Sharing

Cash balance and profit-sharing: employer-sponsored retirement plans with fixed benefits and profit-based contributions, respectively.

Pension Planning

Pension planning involves estimating retirement expenses, selecting savings strategies, and often seeking professional advice for personalized optimization.

Proactive Positioning to Minimize Tax Liability

Taxes often create fear and confusion – not to mention unwelcome financial surprises — but they don’t have to. When you partner with our tax professionals, you receive key information and insights that help you avoid surprises, capitalize on saving opportunities and leverage the tax code to achieve professional and personal long-term financial goals.

Innovative Retirement Plans for Business Owners

Discover the reliability of Traditional Defined Benefit plans at Herbert Financial. Ensure a stable and predictable retirement income for you and your employees. With our expert guidance, navigate the complexities seamlessly and secure a prosperous future.

Deferred Sales Trust

Owners of businesses, real estate, and other highly appreciated assets are often reluctant to sell due to the significant capital gains tax liability that can result. Fortunately, Estate Planning Team’s Deferred Sales Trust™ (“DST”) offers an attractive and flexible tax deferral alternative to a 1031 Exchange, which can dramatically decrease or eliminate the capital gains taxes that would otherwise be recognized in the year of the sale. Rather than experiencing the debilitating drain of equity that results from a fully taxable sale, the DST permits the seller to generate a potentially higher rate of return by leveraging the pre-tax proceeds from the sale, which can be significantly greater

Estate Planning

Secure the future of your estate and the interests of your loved ones through the expert, personalized estate planning we offer at Herbert Financial Group. Our services include expert advice, asset and property protection, minimizing taxes and legal expenses, and ensuring that your wishes are carried out in the event of incapacity or death. Don't leave your legacy to chance, start planning with us today!

Tax Mitigation Solutions Tailored to Fit Your Needs

You want to achieve your goals efficiently, while complying with all applicable tax laws.  Our tax team’s industry-leading experience addresses a full range of tax concerns, delivering comprehensive tax services to support individuals, businesses and nonprofit organizations of every size.

(R&D) Tax Credit

To be eligible for R&D tax credits, businesses must engage in qualifying activities that involve the development or improvement of products, processes, or software.

Tax Credits & Incentives

Consulting, planning and documentation to maximize tax credit value

Nonprofit & Foundation Tax Planning

Complete tax advisory, reporting and compliance support for nonprofits and private foundations of all sizes