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A Professional Tax Planning, Special Needs Planning, Accountancy, & Business Advisory Firm
Based In Los Angeles | Serving Clients Worldwide

Personal and Family Tax Planning
Every family’s financial situation is unique, requiring personalized strategies to optimize tax savings and achieve long-term goals. Whether you’re planning for a major life event or looking to minimize your annual tax liability, proactive planning ensures that every dollar works harder for you.
Our personal and family tax planning services focus on:
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Identifying and maximizing deductions, credits, and exemptions tailored to your circumstances.
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Structuring income and investments to reduce tax burdens and increase savings.
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Offering year-round support to adapt to changes in tax laws and financial needs.
At A.Y. Bassam & Co. LLP, we provide clear guidance and actionable solutions that empower families to navigate the complexities of tax planning with confidence. Together, we’ll help you build a stronger financial future.