San Francisco Tax Planning for Professionals and Businesses
Empower your financial future with strategic tax planning designed for San Francisco professionals and business owners. Our fiduciary advisors deliver personalized guidance that helps you reduce tax burdens, identify new growth opportunities, and make confident financial decisions year-round. Every plan is tailored to your goals, ensuring your money works as hard as you do.
Our Tax Planning Services
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Tax Optimization Strategies
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Tax Preparation & Filing Support
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Multi-State Tax Planning
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Retirement & Investment Tax Coordination
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Business & Self-Employed Tax Strategies
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Audit Readiness & Representation
Your Trusted Partner for Strategic Tax Planning in San Francisco
High-income professionals : We create personalized tax strategies that simplify complex income structures and help maximize long-term wealth for Bay Area professionals.
Business owners : We design smart tax plans that reduce liabilities, strengthen cash flow, and support sustainable business growth in a competitive market like San Francisco.
Retirees and pre-retirees: We help clients plan tax-efficient income and withdrawal strategies that preserve savings and support retirement lifestyle goals.
Real estate investors: We craft detailed tax strategies that optimize property deductions, capital gains planning, and 1031 exchanges to boost after-tax returns.
Independent contractors and freelancers: We simplify quarterly tax planning and expense tracking for San Francisco’s growing freelance and startup community, helping you keep more of what you earn.
Our Step-by-Step Process for Effective Tax Planning
Initial Consultation & Goal Discovery : We start with a conversation to understand your financial goals and identify the best opportunities for tax savings.
Document & Income Review : Our team carefully reviews your income sources, deductions, and previous filings to uncover potential improvements and new savings.
Customized Tax Strategy Design : We create a personalized tax plan that minimizes liabilities and aligns with your short- and long-term financial goals.
Implementation & Filing Support : Our advisors assist you with accurate filings, compliance, and seamless execution of your tax plan.
Ongoing Review & Optimization : We monitor your tax strategy throughout the year to ensure it adapts to income changes, tax law updates, and evolving financial needs.
Why San Francisco Clients Trust One Advisory Partners
Fiduciary Tax Planning Advice: We always act in your best interest, offering transparent, client-first strategies that protect your wealth and strengthen financial confidence.
Year-Round Strategic Support: Our advisors stay with you through every season, ensuring your tax plan adapts as your income and goals evolve.
CPA, CFP®, and Enrolled Agent Collaboration: You benefit from a unified team of licensed professionals who combine expertise in accounting, wealth, and tax strategy.
Integrated Financial and Tax Planning: We connect every part of your financial life—from investments to retirement—to build a coordinated, tax-efficient plan.
Transparent Fee Structures: Our pricing is simple and upfront, so you always know what you’re paying for and what value you’re receiving.
Client Testimonials / Success Stories
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“I’ve been working with Jon for the last year or so. He has helped my wife and me get our financial house in order and determine where we stand for retirement. He’s recommended people to help with estate planning, is helping us invest more wisely, has provided great advice regarding the difficult decisions to purchase additional life insurance and long-term care insurance, and has already helped us reduce our tax burden significantly. I’ve referred multiple people to him and will continue to do so. My only regret is that I did not hire him years earlier.”
Relationship to Financial Advisor: Client as of Apr 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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"My wife and I have first met Ron Sanders nearly 15 years ago. He and his company have managed our retirement assets since that time. We have always been impressed with the service received and the financial performance achieved."
Relationship to Financial Advisor:Client as of Jun 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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“Dan Miller has helped us a lot to navigate our finances. His experience has made a big difference in helping us understand money management. We trust the way that he manages our investments. He has always provided answers to our questions and has given us much needed guidance with major money decisions. Dan is professional but yet very friendly and approachable. We have recommended him in the past and wouldn't hesitate to do so in the future.”
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interes
Meet Your Tax Advisors
At ONE Advisory Partners, our mission is to bring clarity and confidence to your journey from career success into a fulfilling retirement. Founded on the belief that every client deserves personalized attention and truly unbiased advice, we’ve dedicated our practice to helping successful professionals and families navigate one of life’s most important transitions—retirement.
Our Philosophy
Our founding principle is simple: put the client’s interests first, always. As a fiduciary and fee-only firm, we are committed to objectivity and transparency at every step. Our distinctive, predominately flat-fee structure means you receive advice that’s truly aligned with your goals, not driven by commissions or sales quotas. At ONE Advisory Partners, you’ll find a team passionate about education, empowerment, and delivering measurable value through every phase of your financial life.
FAQs
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A fiduciary advisor provides unbiased, strategy-driven tax planning that identifies deductions, credits, and timing opportunities so you keep more of your income each year.
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While many of our clients are based in San Francisco and the Bay Area, we also assist professionals and business owners across California through secure virtual consultations.
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We go beyond annual filings by integrating financial, investment, and estate strategies into a proactive, year-round tax plan built around your goals.
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The best time is now. Early planning lets you adjust investments, deductions, and income allocation to achieve stronger results at tax time.
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Yes. We frequently collaborate with your current financial professionals to ensure every part of your plan works together seamlessly.
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High-income professionals, business owners, real-estate investors, and retirees all benefit from our tailored, strategic approach to managing and minimizing taxes.
Ready to reduce your tax burden? Let’s talk.
Take the first step to feeling confident you finally have a solid plan of action to achieve both your financial and lifestyle objectives. Schedule an introductory call today.
