Michael Drews and Company

Tax Services

Preparing Tax Returns is the core of our business. Every year we prepare several hundred tax returns for Individuals, S-Corp's, C-Corps, Partnerships, Estates, and Fiduciaries 

We started out preparing tax returns and it is still the backbone of our firm. Every year hundreds of our clients visit us for an annual meeting to discuss their financial plans for the coming year and to have us prepare their tax returns.

While some firms lose or churn clients every year, we take pride in the fact that our firm builds quality long term business relationships with our clients. As a result our firm has one of the lowest client churn rates in the industry. We believe that this is the best way to ensure that the client is getting the best possible tax advice and is paying the least possible under law. Furthermore by being involved with clients over multiple tax season we can plan tax strategies based on changing tax laws and the clients own unique situation. We care about our clients and it shows.

 

We work to minimize your tax liability as much as possible, so you can keep more of what you have earned, building wealth for you and your family. A partial list of our tax services is listed here:

  • Individual tax return planning and preparation
  • Business tax return planning and preparation, including corporate,
    partnership, estate and trust, LLC and non-profits
  • Multi-state tax return preparation
  • Tax-efficient investment strategies
  • Choice of entity
  • Payroll tax return preparation
  • Sales and Use tax returns
  • Estate and trust planning
  • Family wealth transfer planning
  • Charitable gift planning

 

Many of the returns we prepare are simple individual returns where the clients simply want to trust their financial affairs to an organization that is more professional then the H&R Block type firms on the street corners. We welcome these people and our rate structure for these returns is comparable to H&R Block.

 

The more typical client is someone who requires more specialized tax planning. It may be a doctor or dentist office, Insurance Agent, a small Camarillo business that employs 5-10 people or a home based business. This is really the area where our firm shines. We partner with these small business owners and assist them in handling the compliance business or business. That may be Sales Tax Returns, Employee Tax Reporting, Quarterly Estimates, Entity selection, or CFO services. We strive to become a partner to the small business owner.

Michael Drews is a registered representative with the following registrations [6 & 7] and can transact business with clients in California.  Michael Drews is also an investment adviser agent licensed in California.  If you are not a resident of the state noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.

 

Securities offered through HD Vest Investment ServicesSM, Member SPIC, Advisory Services offered through HD Vest Advisory ServicesSM, 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000.

 
Michael Drews and Company is not a registered broker/dealer or independent investment advisory firm.
 
Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services ® or its subsidiaries.  This site may contain links to articles or other information that may be contained on a third-party website.  HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
 
The HD Vest affiliated companies excluseively provde financial products and services, and do not provide or supervise tax or accounting services.  Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.