Tax Planning

Tax Strategies to Protect and Preserve Your Wealth

Income taxes touch nearly every financial decision you make, from your paycheck to your investments to your estate plan. But without the right guidance, they can quickly become overwhelming and costly.

At Hall Law Group, we simplify the process with clear, strategic advice that helps you stay compliant, reduce your tax burden, and protect your wealth for the future.

Making Sense of Taxes, So You Don’t Have To

What Is Income Tax?

Income tax affects more than just your annual filing. The way you handle taxes today can shape your future wealth, your business growth, and even what your family inherits. Hall Law Group helps clients take a proactive approach, building strategies that keep taxes predictable, reduce unnecessary liability, and give you more control over your financial picture. 

Our Income Tax Services

Our attorneys provide practical, customized guidance for:

  • Hands holding documents for probate administration

    Tax Planning

    Good tax planning isn’t done in April; it’s an ongoing process. We work with clients throughout the year to anticipate how income, investments, or business transactions will impact taxes. By planning ahead, you avoid surprises and find opportunities to keep more of what you earn.

  • Woman holding documents

    Tax Return Preparation

    Complex returns require more than software; they require experience. We prepare federal and California returns for individuals, estates, trusts, and businesses with accuracy and efficiency. Our goal is to make the process straightforward and ensure nothing gets overlooked.

    We assist with: Individual returns (1040), Trust/Estate income tax returns (1041), Partnership returns (1065), Corporate returns (1120 and 1120-S)

What are Estate & Gift Taxes?

The federal estate and gift taxes are a tax on the transfer of wealth for amounts above the threshold amount as set by law and adjusted for inflation.  The Internal Revenue Service publishes the amount for each year.  For high net worth individuals and families there are planning strategies that can be used to mitigate, or in some cases eliminate, the potential tax liability that will arise at death.  At Hall Law Group we work with clients to develop and implement strategies that align with your goals and tailored to your specific needs.

Tax Return Preparation

We assist with preparing and filing estate (Form 706) and gift (Form 709) tax returns.

Take Control of Your Taxes Today.

Why Choose Hall Law Group?

Clients turn to Hall Law Group for income tax planning and preparation because we combine technical expertise with a proactive, personalized approach. Our tax services are built around:

  • Strategy Tax Planning

  • Experience with Complex Returns

  • Integrated Approach across Estate and Business Planning

  • Clear, Client-Focused Guidance

Answering Your Biggest Questions

  • The best time to start is at the beginning of the year. Early planning allows you to track income, make estimated payments, and adjust strategies before year-end. Waiting until tax season often means missed opportunities for savings.

  • An income tax attorney provides both legal and strategic advice. Unlike general tax preparers, we can help with complex planning, ensure compliance with California and federal tax laws, and represent you if issues arise with the IRS or state agencies.

  • Proactive planning helps you time income, deductions, and capital transactions in a way that minimizes what you owe. Strategies may include deferrals, charitable contributions, or shifting income to lower-tax years—all aimed at keeping more of your wealth.

  • Taxes play a major role in how assets are passed to your heirs. Without planning, heirs may face significant tax burdens. Coordinating income and estate tax with estate planning ensures assets transfer efficiently, with minimal tax impact.

  • Business owners can benefit from entity selection, deductions, retirement plans, and timing of income and expenses. An attorney can help structure your business to reduce liability, stay compliant, and align tax strategies with long-term goals.

Don’t Face Tax Season Alone

Whether it’s planning ahead or filing complex returns, get personalized advice and confident solutions for your income tax needs.

Or call (925) 460-0711

We proudly serve families in Pleasanton, Walnut Creek, Danville, Livermore, Dublin, San Ramon, and surrounding areas.