Gurvinder Aujla, EA,MBA

Gurvinder Aujla, EA,MBA Tax Preparation
Mortgages, NMLS # 1013777
Financial Consulting Prepare, present and execute long-range tax and investment management plans. management.

Gurvinder is an experienced Senior Wealth Management Tax Planner and Relationship Manager with demonstrated work history of over 20 years in the asset management industry with Fortune 500 companies. Work with high net-worth clients both individuals and entities by employing the appropriate Investment and tax strategies. A strong business development professional, skilled in Stock Options Taxation

, Wealth preservation, growth, and protection,

Gurvinder has a broad and detailed understanding of assets and risk management in the financial services industry. Her experience includes portfolio management including financial instruments such as stocks, bonds, mutual funds, efts, REITs, and other institutional asset classes. Her experience consists of working with major wealth management and private banking institutions such as Merrill Lynch, BNP Paribas, and JP Morgan Chase. Detailed-oriented and client, and relationship-focused. Believes in assessing each client's financial situation case by a case basis and making recommendations based on their unique situation. Gurvidner is a licensed Enrolled Agent, NMLS & Real Estate Agent, FINRA Series 7,63, 66, and CA Life and Health insurance advisor. Expertise consists of:
Tax planning and preparation
Trusts & Estates
Estimate & make quarterly tax payments
ISOs Tax Analysis
Forecasting & Budgeting
Investment management*
Retirement strategies*
Insurance and annuity products*
Business & Real Estate Consulting
Educational planning
Estate conservation planning

Self-Employed? Don’t Miss This Tax Strategy for 2025 💼💰There are several retirement plan options for self-employed indiv...
01/07/2026

Self-Employed? Don’t Miss This Tax Strategy for 2025 💼💰

There are several retirement plan options for self-employed individuals—but if you have no employees, a Solo 401(k) can be one of the most powerful.

✔️ Lower your 2025 tax bill
✔️ Save aggressively for retirement
✔️ Contribute as both employee and employer

There may still be time to take advantage of this strategy.

Have questions? I’m happy to help.

— Gurvinder Aujla, MBA & EA

Welcome 2026! Let’s be more tax-smart this year.Starting the year by understanding marginal tax rates.The U.S. tax syste...
01/06/2026

Welcome 2026! Let’s be more tax-smart this year.
Starting the year by understanding marginal tax rates.

The U.S. tax system is marginal, meaning your income is taxed in layers.

When you move into a higher tax bracket, only the last dollars you earn are taxed at that higher rate. Everything below stays taxed at lower rates.

That’s why earning more money never means taking home less because of taxes alone.

This is also why strategies like a traditional 401(k) matter. Contributions reduce income at your highest marginal rate—your most expensive dollars.

If you’re in the 24% bracket, every dollar deferred avoids 24% in taxes today.

Have tax questions? Feel free to reach out—I’m happy to help.

— Gurvinder Aujla, MBA & EA

01/05/2026
10/08/2024

Dear friends,

It’s been a while since I had the opportunity to post anything. The October 15th deadline is right around the corner. I look forward to helping if anyone is looking for tax advice or planning. I appreciate your business referrals 🙏🏽.

PS: There is a difference between tax preparation and tax planning. We plan ahead to save our clients money for the upcoming tax season and onward. Book your appointment soon.

The tax season is coming up fast, contact with your tax questions.
01/31/2024

The tax season is coming up fast, contact with your tax questions.

In this month’s market update video, Head of Research, Austin Schaul, CFA®, provides a market update for February. He re...
03/02/2023

In this month’s market update video, Head of Research, Austin Schaul, CFA®, provides a market update for February. He recaps returns for January and then shifts to a discussion on the Federal Reserve, earnings, the economy and the debt ceiling.

In this month’s market update video, Head of Research, Austin Schaul, CFA®, provides a market update for February. He recaps returns for January and then shi...

View this month's planning video as host Gene Bell discusses what’s new and important for taxpayers to be aware of as yo...
02/10/2023

View this month's planning video as host Gene Bell discusses what’s new and important for taxpayers to be aware of as you prepare for filing season.

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