Echo45 Tax & Estate fills the void between tax preparers and investment managers.
Building wealth to achieve your goals is not only about making money but also about keeping more of it.
That’s why at Echo45 we focus on building wealth plans and investment strategies that take taxes into account.
Our financial advisors and CPAs work together to develop tax-efficient and tax-savings solutions so that taxes do not decrease your return on investment.
Estate Planning
We provide standalone tax and estate planning services.
We start with a comprehensive fiduciary review of your financial situation to help ensure your investment plan and tax strategies are aligned for optimal benefit.
We identify inefficiencies, unnecessary risk and/or opportunity costs, and make recommendations to help minimize your tax liability and maximize your financial gain.
We facilitate:
Trusts
Wills
Advance directives
Powers of Attorney (POA)
Tax compliance services including IRS
Tax Services
Our goal is to understand your full tax situation – personal and business – so that we can provide a strategy that minimizes your tax burden, clarifies the complex and avoids the unexpected.
If you own a business, we take an integrated approach to your taxes since most owners pay taxes on their business income through their personal tax return. By taking your business into account, we can design an overall advantageous tax strategy.
Tax Preparation and Planning
Working with your Echo45 tax advisor, you will find preparing and filing your taxes easy and less stressful. We have designed your experience to be seamless with both high-touch and high-tech interactions. You will meet with your dedicated tax expert, who will guide you through preparing your return as well as explaining customized strategies and your final return. You also will have access to a quick and intuitive online portal so you can securely upload your documents and file your return.
Process
Meet for 30 minutes to discuss your tax situation
Review your current tax return to gain further insight
Meet to outline what we can do for you
Gather information and prepare your tax return
After review and approval, file your return
Services
Tax preparation
Amended tax returns
Tax planning
Sales tax
Tax resolution and back taxes
IRS and state payment plans
IRS and state audit representation
Offer in Compromise (OIC)
Bookkeeping
Our focus when we do your books is not only on accuracy and timeliness but also on added value. We, of course, prepare a balance sheet, a profit and loss statement and an income statement. And we do not stop there. We make sure to customize your financials so that you have the information you need to grow. We drill down into performance, regularly, so that you have timely and meaningful metrics to act on.
Services
Software evaluation and purchase
Tax planning
Cashflow management
Key performance indicators
Thoughtful, timely decision-making
Fractional CFO
Small businesses can often benefit from a chief financial officer but many do not want to go to the expense of hiring one. A fractional CFO can fit the bill in helping you strategically prepare, manage and streamline for growth. They work with you to develop a strategic and flexible plan, execute it, track progress and evolve as needed.
Among other tasks, they can help: procure capital; project and plan for cash flow; create forecasts, projections, budgets and/or proformas; build strategic plans with the right KPIS; create strategic compensation and equity plans; develop and implement internal financial controls; and prepare for and engage with external financial statement auditors.
Services
Financial modeling and forecasting
Profitability analysis
Customized dashboards highlighting KPIs
Business strategy advisory
Cash flow analysis and advisory
Expense management consulting
Financial statement audit support
Debt and equity financing
Due diligence support
Cap table creation & maintenance
Internal controls consulting
Accounting staff development and placement
Account software implementation and migration
Contact Us
Toll Free: 877-4-Echo45 (877-432-4645)
Local: 925-592-4509
Address
1801 N. California Blvd., Suite 101
Walnut Creek, CA 94596
