Tax Planning

Entity Structure Analysis

We evaluate your current LLC, S-Corp, or C-Corp structure and recommend changes that optimize your California and federal tax position.

Quarterly Planning and Estimates

Calculated quarterly estimates and year-round planning that keeps you ahead of IRS and FTB deadlines for both federal and California estimated payments.

Deduction and Depreciation Strategy

We identify allowable deductions including Section 179, bonus depreciation, home office, vehicle, and meals so each one is claimed where it applies.

Compensation and Retirement Planning

Structure owner compensation, retirement contributions including SEP-IRA, Solo 401(k), and defined benefit plans, and benefits to align the business and the household.

Multi-Year Tax Strategy

We plan across years rather than just the current one to smooth income, defer liabilities, and position the business as revenue grows.

Business Return Preparation

Filing for S-Corps on Form 1120-S, C-Corps on Form 1120, Partnerships on Form 1065, and California state returns with FTB requirements in mind.

Federal and California Return Preparation

Form 1040 and California FTB return preparation for complex returns including rental properties, Schedules C, D, and E, multi-state filing, K-1s, and foreign income.

Tax Liability Reduction Strategy

We review your income sources, deductions, investments, and real estate holdings to identify legal strategies for reducing what you owe before the year closes.

Capital Gains Planning

California taxes capital gains as ordinary income with no preferential rate. We advise on asset sale timing, tax-loss harvesting, and opportunity zone investments.

Retirement Account Optimization

IRA contributions, Roth conversions, 401(k) strategy, and required minimum distributions planned for lifetime tax efficiency.

Real Estate and Homeowner Tax

Rental property deductions, passive activity rules, primary residence exclusion, and depreciation strategy under California rules.

Life Event Planning

Marriage, divorce, a new child, inheritance, a job change, and relocation all carry tax consequences. We plan around them before they happen.

Entity Structure Audit

We map your current structure, identify the purpose and tax classification of each entity, and flag where the structure creates unnecessary cost or exposure.

Consolidated Tax Projection

We model your combined federal and California liability across all entities and compare it to alternatives so the improvement can be quantified.

QBI Optimization Across Entities

The Section 199A deduction has entity-specific wage and property limitations. We model how income allocation and compensation decisions affect it.

Intercompany Transaction Review

Management arrangements, loans, rent, and service agreements between related entities can create income or deduction mismatches. We review them for proper documentation.

Multi-Year Projection for Households

We model liability over a multi-year horizon, accounting for income variability, planned asset sales, equity vesting, real estate exits, and retirement drawdown.

IRS and FTB Representation

For examinations of real estate professional status, complex deduction claims, or large capital transactions, we provide representation with Power of Attorney.

Election Modeling

The California pass-through entity elective tax lets a qualifying entity pay state tax at the entity level, which can restore a federal deduction the SALT cap would otherwise limit. Whether it helps depends on your entity type, your ownership, and your other income.

Coordination Across Entities

For owners of more than one entity, the election has to be evaluated at each entity separately. We model and coordinate the elections and the estimated payments that go with them.

Read more about PTE elective tax

Entity Type Analysis

LLC, S-Corp, C-Corp, and partnership comparison modeled for your income level, compensation plans, exit timeline, and California franchise tax exposure.

S-Corp Election on Form 2553

Form 2553 filed with the IRS and the California S-Corp election filed with the FTB, timed correctly to avoid a missed election that requires a private letter ruling to fix.

Formation and EIN

California Articles of Organization filing, EIN application, operating agreement review, and initial franchise tax setup, established correctly from the start.

Multi-Entity Structure Design

For investors and owners operating through several entities, we design the entity map with franchise taxes, liability separation, and reporting in mind.

Entity Conversion

Converting a sole proprietorship or LLC to an S-Corp, or restructuring between entity types, with proper IRC Section 351 treatment and correct basis calculation.

Annual Compliance Setup

Setup of payroll obligations, the estimated tax schedule, California Statement of Information filings, and the annual compliance calendar.