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4275 Executive Square Suite 200
La Jolla, CA 92037
(858) 754-8277
CPA & Tax Strategist
for
Business Owner - Entrepreneurs
La Jolla, Greater San Diego & throughout California
Choose the Right Structure. Run It Well.
Natalie C. Papagni, CPA - Tax, Planning & Advisory Services helps business owner - entrepreneurs, individuals in private practice, consultants, LLC members, S corporation shareholders and successful sole proprietorships that are committed to running a successful business plan, strategize, minimize personal and business taxes, optimize the benefits of business ownership, plan for their future and live their best life.
Every business owner starts with the same question and rarely gets it answered well: which entity, taxed which way, for the business I actually run? The choice among sole proprietor, LLC, S-corporation, and partnership drives self-employment tax, retirement capacity, audit exposure, and how cleanly you can one day exit — and the wrong default, once in place, compounds for years.
We help owner-entrepreneurs, private-practice operators, consultants, and shareholders choose the structure deliberately, set it up correctly, and run it with year-round guidance — then prepare the returns for both you and the business you own.
As the combined results of key business decisions with ultimately flow to your personal life , impacting your personal tax liabilities effective tax rates and cash flow, financially astute owner - entrepreneurs prioritize making intentional and strategic decisions - like moves on a chess board - to achieve K-1 results that integrate and align well with other elements of their personal tax return.
The Result: Minimizing multi-year tax liabilities and effective tax rates, improving cash flow, eliminating uncertainty and year-end surprises and optimizing the benefits of business ownership.
Entity Selection & Tax Election
Your entity selection & tax election decisions are among the most important decisions you will make. Make sure your decisions are intentional.
We help business owners - entrepreneurs forming new business opportunities evaluate business structures and tax elections - such as an S-corporation, LLC taxed as an S-corporation, sole proprietorship, LLC taxed as a partnership, or a partnership - appropriate for their industry, operating objectives and financial goals to determine the best fit.
We provide professional guidance, financial perspective, model the numbers, provide insight on the tax implications, potential tax savings and owner benefits, and educate our clients on key entity tax laws, administrative and compliance requirements during the decision-making process - NOT after.
Working with us, we will provide you all of the information you need to evaluate your options and make entity selection and tax election decisions wisely - and with intention.
Set-Up and Implementation
After forming your business, each structure has it's own set-up, compliance and planning path. working with us, you will work closely with Natalie C. Papagni, CPA architect a well-thought-out strategy to place you on a path to achieve the financial future you envision and deserve.
For new S-corporation shareholders, we offer a comprehensive S-Corporation Post-formation Package covering the set-up of your financial structure, financial and accounting system, and unlimited guidance to understand and comply with tax rules, decision support, personal and business tax planning, and the preparation of your personal and S-corporation federal and state tax returns.
For new Limited Liability Company owner - Members, we offer a comprehensive LLC Post-formation Package covering the set-up of your financial structure, financial and accounting system, and unlimited guidance to understand and comply with tax rules, decision support, personal and business tax planning, and the preparation of your personal and LLC federal and state tax returns.
For S-corporation and Limited Liability Company (LLC) Members in need of select services, we are open to discussing providing select services a la carte. Contact our office to learn more.
Tax, Planning & Advisory Services
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Advanced tax planning for shareholders and the businesses they own
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Compensation, benefits, and multi-layered retirement plans (Solo 401(k), profit sharing, cash balance)
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QBI §199A and California PTET optimization
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Shareholder basis tracking and distribution guidance
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Quarterly tax management across the business and individual returns
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Coordinated preparation of business, individual, and trust returns
Tax CPA for Business Owner - Entrepreneurs
La Jolla, Greater San Diego & California
Who We Serve
Natalie C. Papagni, CPA - Tax, Planning & Advisory Services provides advanced tax planning, tax preparation and advisory services for individuals & high-income earners, physicians & healthcare professionals, executives with equity compensation, business owner - entrepreneurs, s-corporations , Limited Liability Companies (LLCs) and successful sole proprietorships in La Jolla, greater San Diego and throughout California.
Tax Planning, Preparation & Advisory Services
Natalie C. Papagni, CPA - Tax, Planning & Advisory Services provides services including advanced tax planning, individual and business tax preparation and specialized advisory services in La Jolla, greater San Diego and throughout California.
Many of our clients are physicians and healthcare professionals with multiple income streams and S-corporations and business owners that benefit from reasonable compensation analysis, QBI and California PTET optimization, multi-layered retirement plan strategies, and strategies to maximize the benefits of business ownership, professionals and executives with equity compensation (RSUs, ISOs, NQOs, restricted stock, founder's stock) that benefit from equity compensation planning, multi-state tax preparation, retirement plan tax planning, trust tax preparation, tax projection and scenario planning, and amended return preparation and quarterly tax management.
Serving La Jolla, Greater San Diego & California
Recognized among the best CPAs for high earners in La Jolla (La Jolla Village News) the firm provides year-round tax planning for high-income clients in La Jolla, greater San Diego and throughout California.
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