Commpex Tax Strategies - Amir Pour, MBA, EA, CTC

Serves Carlsbad, CA

35244

Hired 85 times

2 employees

8 years in business

Not yet available

4.9

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Stripe, Venmo, and Zelle.

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Credentials

Background Check

Amir Naghshineh-Pour 
Completed on 4/30/2021 

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Introduction

Are you tired of paying more in taxes than you should? At Commpex Tax Strategies, we understand the frustration of seeing your hard-earned money disappear due to excessive tax bills. The good news is, you're not alone—and there’s a solution. Most business owners, high-income earners, and real estate investors pay too much in taxes because they don't take advantage of proactive tax planning. That’s where we come in. We specialize in identifying tax-saving opportunities that can dramatically reduce your liabilities, helping you keep more of what you earn. Our team has helped countless clients minimize their tax burdens, saving them tens of thousands of dollars each year. Through customized, creative tax strategies, we give you control over your financial future, ensuring you're never paying more than you need to. As experts in proactive tax planning, asset protection, and wealth management, we serve a wide range of clients—business owners, healthcare professionals, accredited investors, and more—across the country. Whether you're a high W-2 earner or a real estate investor looking to maximize your portfolio, our strategies can help you build and preserve wealth. Ready to take control of your taxes? Contact us today for a free consultation and discover how we can save you money through strategic, forward-thinking planning. Any information you provide to us will be kept confidential and secure. In our role as an enrolled agent (EA), certified tax planner (CTP), certified asset protection planner (CAPP), and registered investment advisor at Commpex Tax Strategies, We assist clients with tax preparation, pro-active tax planning, asset protection, financial planning, and bookkeeping services. At Commpex, our clients are our top priority. Our clients are 100% satisfied with our services. Our goal is to help you reach your goals and address your concerns so that we can create value for you. Among our clients are: Business owners, real estate investors, physicians, dentists, health care professionals, restaurant owners, high-net-worth individuals, etc. Each year, we save our clients thousands of dollars. We provide our clients with the following financial services: 1- Tax preparation - We prepare IRS-proof tax returns for individuals, trusts, nonprofit organizations, and businesses, such as sole proprietorships, limited liability companies, S corporations, and C corporations. We deal with complex tax situations. 2- Pro-active tax planning - Are you concerned about paying too much tax? Business owners, physicians, dentists, accredited investors, high earners, rental property owners, and ordinary households can pro-actively reduce their tax liabilities and build more wealth with the help of our services. By designing creative tax plans, we save our clients thousands of dollars each year. 3- Asset protection planning - A crucial financial strategy designed to safeguard one's wealth and assets from potential risks, including lawsuits, creditors, and unforeseen financial hardships. It involves employing legal and financial tools and structures to shield assets, making them less vulnerable to claims. By implementing sound asset protection strategies, individuals and businesses can mitigate the impact of unexpected events, preserving their hard-earned wealth and ensuring a more secure financial future. 4- Tax problem resolution - We can help you resolve your tax problems and end the misery of the IRS. As a company, we pride ourselves on being very efficient, affordable, and discreet. 5- Wealth management and financial planning - Our wealth management proposition revolves around the following essential values to maximize your net worth: a- Financial organization; b- Personal and asset protection; c- Budgeting, saving, and eliminating debt; d- Pro-Active tax planning for the present and the future; e- Efficient wealth management. 6- Business financial planning - Commpex takes a unique approach to business financial planning. Our focus is not on delivering a financial product, but on delivering a financially sound process. By doing this, you have control over the outcome. Our team designs business structures, forms business entities, applies tax-efficient strategies, designs pension plans, draws asset protection strategies, prepares exit plans, etc. 7- Bookkeeping and payroll processing - Our team provides specially tailored services that meet the needs of your business and saves you time. We provide efficient, organized, and professional services that allow you to regain valuable time to focus on daily business operations and growth. Not only do we offer up-to-date software, but you will have access to trained professional bookkeepers that you can trust. Our approach helps you save money by only paying for the exact volume of bookkeeping you need, without incurring additional overhead costs. Our company is based in San Diego, California, but we provide these services to clients across the country. Our goal is to help you succeed financially. Please do not hesitate to contact us. Our team is available to assist you. Amir N. Pour MBA, EA, CTP, CAPP Certified Tax Planning Advisor, Commpex Tax Strategies Wealth Management Advisor, OneAmerica Securities, Inc.

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Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

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We offer very fair prices. The prices vary based on the service you enquire.

What is your typical process for working with a new customer?

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1- We first understand the needs of the client, whether the client wants tax preparation and filing, or tax planning, or both. 2- We have a questionnaire to be filled out by the client to realize what forms and schedules are needed to be filed. 3- We ask for client's information, tax documents, and the last two tax returns. 4- We complete the required tax forms and schedules. 5- We do a final review with the client. 6- We efile the tax return.

What education and/or training do you have that relates to your work?

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I am a professional with an MBA degree, IRS enrolled agent designation, and FINRA (The Financial Industry Regulatory Authority) registered investment advisor.

How did you get started doing this type of work?

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After I received my MBA in 2007, I began my carrier in the financial industry working for various firms and now my own business.

What types of customers have you worked with?

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Individuals, households, trusts, business owners, and businesses.

Describe a recent project you are fond of. How long did it take?

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We provided a tax and financial plan for a law firm client in addition to their tax preparation. We managed to reduce their taxes significantly by crafting a tax strategy for them. We also designed a pension plan for owners' and employees' retirement as well as financial planning for individual members of the firm.

What advice would you give a customer looking to hire a provider in your area of work?

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Always ask for the credentials.

What questions should customers think through before talking to professionals about their project?

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How long does it take to prepare my taxes? How many years of experience do you have? How much tax are you able to save me? What credentials do you have?

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