Business advisory
The work you didn't start
a business to do.
Entity structure, clean books, payroll that runs on time, and the state and county filings nobody enjoys. We handle the things you'd rather not, so you can spend your time on the things you would.
Entity structuring
The question isn't "LLC or S corp?" in the abstract. It's what fits your revenue, your owners, your state, your plans for the business, and your personal tax picture.
Entity selection
We work through your specific fact pattern, including how you'll pay yourself, whether you'll bring on partners or investors, and what an eventual sale might look like, then recommend a structure and explain the trade-offs in plain terms.
Restructuring an existing business
Businesses outgrow their original structure. We'll tell you whether a change is worth the cost and disruption, and if it is, coordinate it with your attorney.
Multiple entities
For businesses with more than one owner, a single outward-facing operating entity paired with an individually owned entity for each owner, so each of you can manage your own compensation, retirement contributions, and expenses without affecting the others.
Business support
The recurring work that keeps a business compliant and lets you see how it's actually doing. Take what you need; leave what you don't.
Bookkeeping
Monthly or quarterly books maintained by our accounting services team, so your financials are current and your year-end return isn't a reconstruction project.
Payroll
Payroll processing and the associated payroll tax filings and deposits.
Statement of Information
California Secretary of State filings for corporations and LLCs, tracked and filed on schedule.
Business license renewals
City business license applications and annual renewals.
Form 571-L Business Property Statements
Annual county business personal property filings, prepared from your fixed-asset records.
Bill pay
Vendor bill payment handled on your behalf, with the records flowing straight into the books.
Tax payments
Estimated and extension payments calculated, scheduled, and confirmed so nothing is late or missed.
Coordinated specialist work
Some situations call for a specialist. We know which opportunities are worth pursuing, we coordinate the work, and we make sure the result lands correctly on your return. We're happy to work alongside the professionals you already have, or to provide referrals.
R&D credits
For businesses developing products, processes, or software. We assess whether a credit study is likely to pay for itself before you commission one.
Cost segregation
For owners of commercial or rental real estate, accelerating depreciation on components of a building. We model the benefit against the cost first.
1031 exchanges
Working with qualified intermediaries on like-kind exchanges, with the timelines and identification rules tracked so the exchange holds up.
Estate attorneys
Trusts, wills, and gifting plans have tax consequences that need to match the legal documents. We work with your estate attorney so the plan and the returns tell the same story.
Third-party bookkeepers
If you already have a bookkeeper, we work directly with them: answering their questions during the year, reviewing the books before we prepare, and coordinating adjusting entries.
Financial advisors
Investment decisions, retirement withdrawals, and charitable giving all have a tax side. We coordinate with your advisor so the two plans work together instead of at cross purposes.
Running a business and want a second set of eyes?
Tell us about the business and what's on your mind. We'll suggest where to start.
No cost, no pressure, no obligation
What happens when you reach out
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You send a short note or call
A few sentences about your situation is plenty. You don't need to gather documents or know the right terminology.
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We get back to you
You'll hear from a member of our team, not an automated reply.
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We talk about whether we're a fit
The first conversation is free. We'll tell you plainly what we can help with and what it would look like to work together.