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

Tax Planning for Families with Special Needs Children
Raising a child with special needs comes with unique financial responsibilities, often requiring meticulous planning and thoughtful decision-making. Proactive tax planning provides families with the tools to address immediate challenges while laying the groundwork for future stability. From securing government benefits to managing medical expenses, our comprehensive tax strategies ensure that your resources are maximized at every turn.
Our approach centers on year-round planning, an essential practice for families with special needs. This ongoing process allows us to adapt to changes in tax laws, family circumstances, and financial goals. It also ensures that families can consistently leverage available deductions, credits, and benefits to reduce their tax burden.
Key benefits of our tax planning services include:
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Maximizing tax deductions and credits to reduce financial strain.
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Structuring financial plans to preserve eligibility for essential government benefits such as Medicaid and SSI.
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Preparing for long-term care needs through specialized financial instruments.
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Building a resilient financial plan that adapts to life’s uncertainties.
At A.Y. Bassam & Co. LLP, we treat every family’s situation as unique. By understanding your goals, we create strategies that not only protect your financial future but also provide peace of mind.