Tax Planning Puts Thousands of Dollars Back into Your Pocket! | Juan Montes

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Paying to do it right is better than paying to get it all fixed.

Juan Montes is the owner and operator of Juan has a B.S. in accountancy, a law degree, he is a licensed Enrolled Agent, he is an NTPI (National Tax Practice Institute) Fellow, and has 14 years' experience as a tax professional. Juan has been quoted numerous times in the San Francisco Chronicle and U.S. News & World Report and has saved clients millions of dollars. He has successfully defended audits before the Internal Revenue Service (IRS), California Franchise Tax Board (FTB), California Department of Tax and Fee Administration (CDTFA), and Employment Development Department (EDD). Today we talk about the difference between EAs and CPAs, why S corps are not always a good fit for businesses, and how taxes are just like puzzles.

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