Multi-Entity Tax Planning for Southern California Business Owners
Business owners operating through multiple LLCs, S-corps, or holding companies have more tax planning opportunity — and more compliance exposure — than single-entity owners. We coordinate income, deductions, QBI, PTE elections, and franchise taxes across your entire structure.
Most multi-entity structures evolved organically — one LLC for the business, another for real estate, a holding company added later. The result is often a structure where California franchise taxes are being paid on entities that could be consolidated, intercompany transactions are creating unintended taxable events, and the owners are missing significant QBI, PTE, and basis planning opportunities. A structured review typically surfaces tens of thousands in annual savings.
Multi-Entity Tax Planning — Full Scope
Entity Structure Audit
We map your current entity structure, identify the purpose and tax classification of each entity, and flag where the structure creates unnecessary cost, exposure, or missed planning opportunities.
Consolidated Tax Projection
We model your combined federal and California tax liability across all entities under your current structure and compare it to alternatives to quantify the improvement opportunity with actual numbers.
QBI Optimization Across Entities
The §199A QBI deduction has entity-specific rules for wage and property limitations. We model how income allocation and compensation decisions across your entities affect the total QBI deduction.
California Franchise Tax Minimization
California charges the greater of the flat franchise tax or a percentage of California net income — for each entity separately. We identify candidates for dissolution, conversion, or consolidation.
Intercompany Transaction Review
Management fees, loans, rent, and service agreements between related entities can create unintended income or deduction mismatches. We review intercompany arrangements for proper pricing and documentation.
PTE Election Coordination
For multi-entity owners, the PTE election must be evaluated at each entity level. We model and coordinate elections across all qualifying entities and handle the estimated payments and annual filings.
One CPA Who Sees Your Entire Structure — Not Just One Entity at a Time
We coordinate planning across every entity you own.