Tax planning & preparation.
Stay ahead of the IRS and uncover opportunities to reduce your tax burden.
Built for family-owned, service-based businesses.
Taxes aren’t just numbers on a form — they reflect decisions you make across your business and your life. At Canyon Oak Financial, we bring tax strategy into the bigger picture, helping you manage today’s filings while preparing for tomorrow’s opportunities. From quarterly planning to long-term structures, we make sure your financial roots stay strong and your growth intentional.
What you can expect:
-
Year-round planning to identify tax-saving opportunities early
-
Preparation that’s accurate, timely, and stress-free
-
Guidance on deductions, credits, and strategies specific to family-owned businesses
-
Integration with your financial plan so tax moves support life and legacy goals
-
Coordination with your CPA or tax attorney when additional expertise is needed
Common questions:
Can you handle both business and personal returns?
Yes — we prepare both, and more importantly, we connect them so your entire financial picture works together.
Do you only work with family businesses?
Family-owned businesses are our focus, but we also help individuals and families when the fit is right.
What if my taxes are complicated because of transitions?
We specialize in transitions — whether that’s a sale, succession, divorce, or inheritance. We help model outcomes and time strategies to minimize tax impact.
Why families choose Canyon Oak Financial.
Integrated, not siloed
Tax planning is connected to investments, business strategy, and retirement.
Built for transitions
From growth to succession, we plan for taxes before they become problems.
Small team, big context
You’re more than a tax return. We know your story.
Local roots
We understand Southern California’s unique tax landscape and realities.
We connect tax decisions with overall financial health, keeping your branches aligned.
Address
5950 Canoga Avenue, Suite 601, Woodland Hills, CA 91367
Phone
818.883.4800
Fax
818.883.9222
Securities offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
Investments are NOT FDIC/NCUA INSURED, NOT A DEPOSIT, NOT INSURED BY ANY GOVERNMENT AGENCY, NOT BANK/CREDIT UNION GUARANTEED, MAY LOSE VALUE.
This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.