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What Our Clients Say

Neal Wilson and Holiday Rambler
"I really got the feeling talking to Tom and Jullie that they really know what they're doing and they wouldn't lead me down some dead end path."

Neal Wilson, 2022 Holiday Rambler Nautical Owner

$25,000 Saved - Interstate Commerce Exemption 

Client Journeys: Aviation Excellence

Client Journeys: Aviation Excellence
Client Testimonial: Successfully Secured an Aircraft Exemption for Business Use ✈️

Client Testimonial: Successfully Secured an Aircraft Exemption for Business Use ✈️

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$58,500 Saved on a Baron Aircraft | Real California Tax Exemption Success Story

$58,500 Saved on a Baron Aircraft | Real California Tax Exemption Success Story

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From Tax Burden to Tax Savings: Steve’s $72K Aircraft Win

From Tax Burden to Tax Savings: Steve’s $72K Aircraft Win

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How Fred Saved $36,000 on His $360,000 Cirrus SR22 | Interstate Commerce Exemption Success

How Fred Saved $36,000 on His $360,000 Cirrus SR22 | Interstate Commerce Exemption Success

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Client Journeys: Nautical Excellence

Client Journeys: Nautical Excellence
41' Lagoon Catamaran Purchased Sales Tax Free!

41' Lagoon Catamaran Purchased Sales Tax Free!

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British Admiralty Motor cruising yacht owner makes purchase tax free!

British Admiralty Motor cruising yacht owner makes purchase tax free!

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$40,000 saved on a boat purchase!!

$40,000 saved on a boat purchase!!

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$42,000 Saved on the Purchase of a 49 Grand Banks Trawler!

$42,000 Saved on the Purchase of a 49 Grand Banks Trawler!

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Client Journeys: The Road to Luxury Vehicle Excellence

Client Journeys: The Road to Luxury Vehicle Excellence
How We Helped Rocky Legally Avoid California Sales Tax on a 2012 Lamborghini Aventador

How We Helped Rocky Legally Avoid California Sales Tax on a 2012 Lamborghini Aventador

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He Saved $200,000 on a Newell Motorcoach — Client Testimonial

He Saved $200,000 on a Newell Motorcoach — Client Testimonial

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How This RV Buyer Saved $34,000 in California Sales Tax

How This RV Buyer Saved $34,000 in California Sales Tax

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$25,000 saved in sales tax on a Holiday Rambler purchase!

$25,000 saved in sales tax on a Holiday Rambler purchase!

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Ready for this to be you?
Contact us today!

Tax savings depend entirely on the facts of each transaction. Not every purchaser qualifies for an exemption, and eligibility is determined through an individualized analysis of California law.

Blue Star Gas Fleet Services

"We are in the propane distribution business. We have fourteen locations around the Western States. We distribute propane for residential, commercial, and fleet purposes and we could not fly commercial because we have offices in remote locations. We were referred to Aero & Marine Tax Professionals. There were reasonable and appropriate expectations. Their detail was outstanding, and they provided the resources needed for my records. I would certainly recommend them to others.”
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