Tax & Advisory That Goes Beyond the Books

We help growing businesses become tax-efficient, lender-ready and more profitable, starting with accurate financials every month.

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How We Help

Tax planning shouldn’t start in April. We work with you all year so there are no surprises and every major decision is made with taxes in mind.
- Year-end tax projections and quarterly estimate planning
- Entity selection and S-corp election analysis
- Owner compensation strategy: reasonable salary vs. distributions, and bonus timing
- California PTET (pass-through entity tax) election planning
- Tax-efficient ways to take money out of your business
- Holding company and multi-entity tax planning
- Full coordination with our tax preparation partners, so planning carries through to the return
We work with our tax preparation partners on your business and individual returns, so the return reflects the planning we did all year.
Before you sell, we calculate your adjusted cost basis (purchase price, improvements and depreciation taken), estimate capital gains and depreciation recapture, and project your after-tax proceeds so you can decide with clear numbers. We also provide support in coordinating 1031 exchanges.
Whether you’re refinancing, buying a building or applying for a line of credit, we prepare financials lenders trust. We explain your tax returns and numbers to underwriters and work alongside your lending team from application to approval.
We help you understand your margins, set targets by product, job or order, and see how much cash the business produces for debt payments, reinvestment and owner pay. Includes cash flow forecasting and KPI tracking.
New business or restructuring? We advise on the right entity and structure, handle the filing, and plan multi-entity setups with taxes in mind.