"I honestly had no idea how much I was overpaying in taxes until I started working with Golden Years. Magali helped me save over $80,000 — seriously! What I really appreciated is she made everything super clear and easy to understand. No confusing jargon or second-guessing, just solid advice and smart strategies. It feels like a huge weight off my shoulders knowing I have them in my corner all year long."
— Jennifer M., Small Business Owner, San Jose, California

“Running a small business comes with enough challenges. Magali’s year-round consulting has been invaluable. She identified deductions and credits that previous accountants missed, saving me over $25,000 this year.”

— Maria R., Boutique Owner, San Diego

“I was overwhelmed managing multiple income streams from my rental properties. Magali structured a tax plan that not only simplified my filings but also maximized my deductions. Her expertise is unmatched.”

— Thomas L., Real Estate Investor, Orange County

We specialize in proactive tax strategies for retirees, W-2 earners, and business owners, helping you reduce your tax burden and keep more of what you earn. Explore our Tax Planning pages to see real case studies and proven results — many of our clients save between $15,000 and $100,000 through smart tax strategies.

Schedule your free consultation today and discover how much you could save!

With years of experience in individual and small business taxation, we’re here to help you uncover deductions you might not have even known were available — and maximize every opportunity to save.

We provide year-round consulting to ensure you’re always on the right track — not just at tax time. Our goal is to help you proactively minimize your tax liability and steer clear of costly mistakes that can add up over time. With our expert guidance, you’ll have clarity and confidence in the implementation of your tax strategies, leaving no room for guesswork. We’re here to partner with you every step of the way, so you can focus on growing your wealth while we handle the complexities of tax planning.