Estate Planning

Cardinal offers thorough estate planning services which are tailored to your individual needs.  For over a decade, our experienced Attorneys and Financial Planners have helped build wealth for our clients.  Cardinal provides Estate Planning and Wealth Transfer services for moderate-to-high net worth individuals, business owners, real estate investors and their cohorts.  Our compassionate and exceptionally knowledgeable team of professionals will help secure a safe & reliable financial pathway for your future investments.  We are proud to represent investments of families across several generations as a result of the close relationships we developed.  Ask for one of our Financial Planners if you have any questions about our estate planning services.

With our expertise, you will be able to:

  • Properly designate property & possessions to appropriate parties
  • Appoint someone who will settle your affairs whom you can trust
  • Protect your children & their inheritance from any malfeasance
  • Select a legal guardian to represent and handle financial matters for your children
  • Choose a caretaker for your pets, whom are in many cases are rightfully considered family
  • Knowledgeable and friendly team dedicated to your case
  • Available and responsive to your needs
  • Quick turnaround time for your case
  • Each case evaluated by a Tax Attorney
  • We can get you a larger refund
  • Local office if in Los Angeles so come visit us today!

Tax returns can be prepared quickly and without hassle. We prepare returns for individuals who are wage-earning as well as for individuals who are self-employed. If you are a wage-earner, simply provide us with a W2 and we can get started. If self-employed, your return may be more involved. We can help with preparing returns that are accurate and easy to understand. Try us next year and see the difference Cardinal can make.

The term tax avoidance is analogous to wise tax-planning.  Lowering or eliminating your tax liabilities completely depends on your taking advantage of all deductions available to you.   Taxpayers tend to be intimated by their taxes because they assume worst-case scenarios.  Even if you are not able to pay the liability immediately, action taken is better than neglect.  Ask us how you may not need to pay capital gains tax.

Working with the right firm can save you a lot of time, hassle, and money.  The IRS and the State understand how to intimidate taxpayers into settling their alleged debt.  We know how to save you money and wipe clear the debt they claim you owe.  Call us today to learn more about how Cardinal can protect your capital from these greedy agencies.

Our Firm

Cardinal Tax Group specializes in Tax Preparation services, Tax Resolution services, Tax Court Petition, and Wealth Management.  We have over one hundred years of combined experience at helping the public with their tax and wealth management needs.  Our team of Tax Attorneys, Enrolled Agents, Case Managers, and Wealth Management Advisors are here to help you maximize your capital and eliminate any issues with the IRS or State.