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In my role as an enrolled agent (EA), certified tax planner (CTP), certified asset protection planner, and registered investment advisor at Commpex Tax Strategies, I assist clients with tax preparation, pro-active tax planning, asset protection, financial planning, and bookkeeping services.
At Commpex, our clients are our top priority. Our clients are 100% satisfied with our services. Our goal is to help you reach your goals and address your concerns so that we can create value for you.
Among our clients are:
Business owners, real estate investors, physicians, dentists, health care professionals, restaurant owners, high-net-worth individuals, etc. Each year, we save our clients thousands of dollars.
We provide our clients with the following financial services:
1- Tax preparation - We prepare IRS-proof tax returns for individuals, trusts, nonprofit organizations, and businesses, such as sole proprietorships, limited liability companies, S corporations, and C corporations. We deal with complex tax situations.
2- Pro-active tax planning - Are you concerned about paying too much tax? Business owners, physicians, dentists, accredited investors, high earners, rental property owners, and ordinary households can pro-actively reduce their tax liabilities and build more wealth with the help of our services. By designing creative tax plans, we save our clients thousands of dollars each year.
3- Asset protection planning - A crucial financial strategy designed to safeguard one's wealth and assets from potential risks, including lawsuits, creditors, and unforeseen financial hardships. It involves employing legal and financial tools and structures to shield assets, making them less vulnerable to claims. By implementing sound asset protection strategies, individuals and businesses can mitigate the impact of unexpected events, preserving their hard-earned wealth and ensuring a more secure financial future.
4- Tax problem resolution - We can help you resolve your tax problems and end the misery of the IRS. As a company, we pride ourselves on being very efficient, affordable, and discreet.
5- Wealth management and financial planning - Our wealth management proposition revolves around the following essential values to maximize your net worth:
a- Financial organization;
b- Personal and asset protection;
c- Budgeting, saving, and eliminating debt;
d- Pro-Active tax planning for the present and the future;
e- Efficient wealth management.
6- Business financial planning - Commpex takes a unique approach to business financial planning. Our focus is not on delivering a financial product, but on delivering a financially sound process. By doing this, you have control over the outcome. Our team designs business structures, forms business entities, applies tax-efficient strategies, designs pension plans, draws asset protection strategies, prepares exit plans, etc.
7- Bookkeeping and payroll processing - Our team provides specially tailored services that meet the needs of your business and saves you time. We provide efficient, organized, and professional services that allow you to regain valuable time to focus on daily business operations and growth. Not only do we offer up-to-date software, but you will have access to trained professional bookkeepers that you can trust. Our approach helps you save money by only paying for the exact volume of bookkeeping you need, without incurring additional overhead costs.
Our company is based in San Diego, California, but we provide these services to clients across the country. Our goal is to help you succeed financially. Please do not hesitate to contact us. Our team is available to assist you.
Amir N. Pour MBA, EA, CTP
Certified Tax Planning Advisor, Commpex Tax Strategies
Wealth Management Advisor, OneAmerica Securities, Inc.
