Bullen, Ruch & Neller LLC

Tax planning that starts before retirement

Trading as BRN Tax, Bullen, Ruch & Neller LLC works from Chula Vista and reaches clients across the South Bay and the San Diego region in California. The firm says it helps clients who have already retired with their current tax position, but argues that planning should begin well before retirement, when there are more options and more money to work with. Its retirement and tax planning questions cover the best way to save, the tax issues to expect, the role of Social Security, the best use of savings already built up and the legacy a client wants to leave.

Returns, books and tax problems

It prepares returns for households, companies, estates and trusts. It also runs bookkeeping and accounting for companies of all sizes, and it describes its work as year-round rather than limited to the tax season. People who fall behind on filing or payment can get help to get back on track. Its own copy says that no two tax returns are alike, which is why it tailors each one to the household or business concerned.

Divorce, estates and trusts

Taxes that arise from a divorce are part of the firm's work, and it links these to questions about probate and trusts, which the firm says can be critical to a secure retirement. Estate and trust matters are part of the work, and the firm's guidance focuses on keeping the tax side of a family transition under control.

Advice given in public

The partners have also taken part in a local radio program in which they answer listeners' questions on tax matters. The program is one way the firm explains its approach, along with tips on reducing deductions and guidance on the risks of preparing returns with home software or at national tax chains.

Households, companies and estates in South County

Its clients range from households and sole traders to firms, estates and trusts in the South County part of San Diego. The firm presents itself as serving people who want tax and accounting help that is practical, measured and year-round, rather than a one-off filing.