Tax Planning in Long Beach, CA

GenWealth 360 is a tax planning and wealth strategy firm with its office at 3711 Long Beach Blvd, Suite 1018, Long Beach, CA 90807. The firm works mainly with physicians, dentists and medical practice owners in Long Beach, Los Angeles County, Orange County and nationwide, and starts every engagement with tax planning.

Contact and location

Services

• Strategic tax planning: proactive, year-round planning rather than after-the-fact preparation. See tax planning for physicians.
• Practice owner planning: entity structure, compensation and retirement plan design. See tax planning for medical practice owners.
• Holistic financial planning: investments, retirement, debt management and estate planning coordinated with the tax plan.
• Real estate investment guidance and lending for residential, commercial and business needs.
• Business development for practices and other professional businesses.

How an engagement works

1. Initial tax assessment: a review of your returns, income sources and entities to find planning opportunities.
2. Strategic plan: tax decisions coordinated with retirement, real estate, lending and investment decisions.
3. Actionable recommendations: written implementation steps, with the team helping carry them out.
4. Annual review: the plan is updated for income changes and new law.

Read more about our process, the tax-first wealth architecture framework, and client testimonials.

Local resources

Tax planning for physicians in Long Beach · California physician tax guide · About founder Shawn L. Davenport · About GenWealth 360