americana tax planning
Expert In-Person & Virtual Tax Preparation
We are dedicated to:
- Professionalism
- Responsiveness
- Quality
Expert Tax & Business Services
Personal Tax Preparation & Planning
Personal tax planning is more than just filing a return—it’s about strategy. We provide both tax preparation and proactive planning, taking an educational approach to help you understand your numbers while reviewing your income, deductions, credits, and withholdings. Our goal is to minimize your tax liability, reduce overpayments, and ensure your return is filed accurately. With the 2025 average refund at $2,939 (about $245 per month), we focus on helping you keep more of your money working for you year-round.
Business Tax Preparation & Planning
Business tax planning requires more than compliance—it requires strategy. We provide both tax preparation and proactive planning, specializing in small businesses, including sole proprietors, partnerships, and corporations. Our approach helps you minimize tax liability, maximize deductions, and stay ahead of deadlines, all while ensuring your returns are accurate and compliant. We focus on helping you understand your numbers, strengthen your cash flow, and position your business for long-term growth.
Strategic Tax Planning
Strategic tax planning goes beyond annual filings — it’s about building a long-term plan that aligns with your financial and business goals. We analyze your income structure, entity setup, timing of expenses, and growth plans to identify opportunities before they become missed savings. Our focus is proactive decision-making that reduces surprises and positions you for smarter, more profitable outcomes year after year.
Bookkeeping & Payroll Setup
Accurate bookkeeping is the foundation of smart tax strategy and business growth. We provide full-service bookkeeping to keep your financial records organized, compliant, and decision-ready. In addition, we offer payroll setup services to ensure your systems are structured correctly from the start — giving you the framework you need to process payroll confidently and stay in compliance.
Business Formation
Starting a business should be exciting — not overwhelming. We help entrepreneurs set up DBAs, LLCs, S Corps, C Corps, and Partnerships with ease, delivering a full scope of all the essential documents and filings. From formation to compliance basics, we make sure your business is set up correctly from day one so you can focus on growth with confidence.
Serving Our Community & The USA
Welcome to Americana Tax Planning
At Americana Tax Planning, our proactive approach ensures you never pay more than you owe. Filing taxes is a responsibility for all income earners, and making informed decisions requires guidance and support. With our extensive knowledge of the tax system, we help you stay prepared, avoid surprises, and feel confident in every step.
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Maximize Your Tax Deductions
When is it time to move from a simple tax preparer to a full-service tax and accounting firm?
Whether you’re filing personal taxes or running a business, not working with a professional tax and accounting firm could mean missing out on valuable deductions, credits, and tax benefits. Contact us to learn more about how we can help maximize your savings and simplify your financial life.
We Provide Outstanding Service
Driven by Key Principles
Professionalism
At Americana Tax Planning, professionalism is at the heart of everything we do. We combine expertise, integrity, and a client-focused approach to provide accurate, reliable, and strategic tax and accounting services. From personal tax planning to small business strategy, bookkeeping, and business formations, we ensure every interaction is handled with care, attention to detail, and clear communication. Our goal is to give you confidence, peace of mind, and the support you need to make informed financial decisions.
Responsiveness
We know that timely communication is essential when it comes to taxes and financial planning. At Americana Tax Planning, we prioritize being accessible and responsive, ensuring your questions are answered quickly and your needs are addressed without delay. Whether it’s a simple question or a complex tax matter, we’re here when you need us.
Quality
At Americana Tax Planning, quality is at the core of our services. We combine meticulous attention to detail, up-to-date tax knowledge, and proven strategies to ensure every return, consultation, and financial plan meets the highest standards. Our commitment is to deliver accurate, reliable, and meaningful results you can trust.
Your tax and accounting needs deserve the highest quality — Americana Tax Planning delivers results you can rely on.
Personal Taxes
We specialize in providing comprehensive personal tax services. Our team of experienced professionals is well-versed in the intricacies of personal tax matters. We understand that navigating tax regulations can be complex, which is why we are here to help you maximize your deductions and ensure compliance. Whether you are an employee, a freelancer, or a small business owner, we offer tailored solutions to meet your specific tax needs.
From tax return preparation and filing to expert advice on tax planning and optimization, our goal is to ensure that your personal tax affairs are in order. You can trust us to provide personalized
Business Taxes
Running a business comes with a unique set of tax obligations and challenges. Our team of tax experts is well-versed in the ever-changing tax laws and regulations, ensuring that your business remains compliant while optimizing your tax position. We specialize in providing comprehensive tax services for businesses of all sizes and industries, including tax planning, preparation of corporate tax returns, assistance with tax audits, and strategic tax advice.
Additionally, we provide accounting, and payroll services to support your business operations. With our expertise and precision,
testimonials
Hear Why Our Clients Love Us
John Pagani
Rose at Americana Tax Planning has been doing my taxes for years, and I honestly couldn’t imagine trusting anyone else. She’s not only knowledgeable and thorough, but also patient, kind, and always willing to explain things in a way that makes sense. Every year, she makes the whole process stress-free, and I always feel confident knowing everything has been handled the right way. I’m so grateful for her help and the peace of mind she gives me I would recommend Rose to everyone I know!
Emily.
“This was our first year using Americana and we are so pleased! I can honestly say I have never had a more pleasant tax experience. Rose is knowledgeable and very responsive. She is professional but relatable and fun (which tax time could use a bit more of) She helped us with our extension and were in and out within minutes. Rose, see you in a couple months!”
Ronnie.
“If your looking for a superb and professional tax preparer Americana Tax Planning is the answer. We couldn’t be happier with Rose Drieslein who prepared our taxes this past year and just recently performed a mid-year tax review. We love that they always provide a high level of customer service. You will not be disappointed.”
Manny.
“As a small business owner and new to tax education I couldn’t have had a better experience. Rose explains the entire steps of how to organize your tax vision, what different types of corporations are and how to set yourself up for success. Rose always makes herself accessible for questions on taxes and is always happy to create a safe space for people who don’t understand the tax process. Rose is an asset to my growing business and has created great value to my journey in business. Thank you for all your help.”
Your Partner in Quality Financial Solutions
Through dedication to the three underlying principles of professionalism, responsiveness and quality, Americana is committed to providing outstanding service.
Expert Tax Preparation and Accounting Firm
Your Trusted Partner
At Americana Tax Planning, we take a proactive approach to tax strategy so you can move forward with confidence—knowing you are paying exactly what you owe and not a dollar more. Filing taxes is an obligation for every income earner, but making informed decisions throughout the year is what truly protects your financial future. With the right guidance and support, you can approach tax season with clarity and peace of mind.
For business owners, strategic planning is essential for long-term success. The decisions you make today directly impact your growth tomorrow. We specialize in both tax preparation and forward-thinking tax strategy, helping clients understand their obligations while identifying opportunities to build and preserve wealth.
Our mission goes beyond filing returns. We educate and empower our clients to track income effectively, make informed financial decisions at critical moments, and implement strategies that support sustainable business growth and stronger financial outcomes for their families.
Meet the Americana Tax Planning Team
All Americana Tax locations are Independently Owned and Operated
Rose Drieslein
CEO
Americana Tax Planning
Rose is the Founder and CEO of Americana Tax Planning, a modern tax advisory firm redefining how individuals and business owners approach tax strategy. Established in 2010 and serving clients throughout Los Angeles and Orange County, the firm operates at the intersection of proactive planning, executive-level advisory, and operational precision.
Under Rose’s leadership, Americana Tax Planning has positioned itself as a strategic authority for entrepreneurs, self-employed professionals, and closely held corporations seeking more than basic compliance. The firm delivers forward-looking, data-driven tax strategies engineered to preserve capital, optimize cash flow, and support scalable growth—well beyond traditional year-end preparation.
In addition to serving business owners, the firm provides W-2 professionals and employees with a structured advisory approach—leveraging advanced planning strategies, credit optimization, and withholding analysis to enhance tax efficiency and long-term financial positioning.
A respected force within the business community, Rose is a Past President of the Uptown Whittier Association and serves on the boards of NAHREP Los Angeles, Operation Project Hope, and Save the Brave. In 2018, she launched The Collab, Inc., Whittier’s first coworking space, reinforcing her commitment to innovation, economic development, and entrepreneurial advancement.
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