"Trust, Tax and Forensics in the Inland Empire & Coachella Valley"

Serving Clients in Riverside and San Bernardino Counties.

Trust

Trust

Proper trust and estate planning is critical to a smooth transition for both business and personal assets. The tax law is both complex and ever changing and our role is to ensure the most efficient transfer of assets and to minimize the tax impact to your beneficiaries and successors.

Shogren & Associates will work closely with your attorney in both the planning and execution of your trust and estate planning; ensuring that the strategy put forth will achieve all of your financial goals. We work hard to maintain our strong reputation for excellence in providing white glove support to our clients.

Our services don’t just stop at trust creation. Our Administrative services take the pressure off of your family or business with our Trustee services as well as court and non-court accountings for all forms of fiduciary entities.

Tax

Tax

Shogren & Associates provides planning for and preparation of all federal and state tax returns for individuals, businesses, trusts and estates. More than mere compliance, our tax services focus on minimizing your tax liabilities within the framework of your overall financial goals.

Our expertise in tax matters, gained through years of experience and current research and analysis, allows us to optimize the benefit of tax planning considering each clients specific situation.

Let us take the confusion out of notices you’ve received from tax authorities. We work to mitigate all tax issues, including representation in court and before the tax authorities. Let us take the worry out of your back tax issues and make sure you are on solid footing going forward.

Forensics

Forensics

The CPA’s of Shogren & Associates have testified in matters as varied as probate, family law, fraud and construction defects. Underlying those depositions and court testimony are detailed analyses prepared specifically for each case. Our ability to mine the data and synthesize the information into understandable presentations comes from our years of widely varied experience in accounting, finance, tax and general business.