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Services for
Business Owners - Entrepreneurs

Whether you are starting a business or private practice, have an established corporation or s-corporation, medical practice, limited liability company (LLC), partnership or sole proprietorship pass-through business, your business will have a significant impact on your net worth, and financial future.

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If you are in process of launching a business or private practice, we can assist you understand entity selection options and provide the guidance you need to determine which structure is optimal for your industry, and best suited to minimize taxes and achieve your financial and operating goals. 

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Work with us to holistically strategize, plan and minimize your current and future overall tax liabilities, accurately and efficiently file your personal and business tax returns, plan, manage and control business finances, and optimize the benefits of business ownership, your net worth and financial future. â€‹

Specialized Expertise

 2025 OBBBA Planning

Dual Income Households

Avoiding AMT + Bracket Creep
Managing MAGI Phase-Out Limits

Controlling NIIT

K-Is & Complex Investments

Real Estate

Pass-through Business Ownership

DAFs and Contribution Strategies​

Roth Conversion Analysis

PTET Planning

Professional Office Scene

Goals-based Planning

Retirement Planning

Major-life Changes

California Exit Planning

Launching a Business

Career Transitions

Optimizing the Benefits of Business Ownership​

Educational Funding

Risk Management 

Trusts

CPA Tax Advisor for Individuals | CPA Tax Advisor for Professionals | CPA Tax Advisor for Executives
CPA Tax Advisor for Business Owners | CPA Tax Advisor for Entrepreneurs | CPA Tax Advisor Small Businesses  

CPA Tax Planning for Individuals | CPA Tax Planning for Business Owners | 2025 OBBBA Tax Strategies
Tax Preparation for Individuals | Tax Preparation for Business Owners | Tax Preparation for Executives
CPA Financial Planning Near Me | CPA Retirement Planning Near Me

San Diego Real Estate Tax Planning | San Diego Rental Property CPA 

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San Diego Trusted Tax CPA | San Diego CPA Tax Planning | San Diego Tax Preparation | San Diego CPA Financial Planning

La Jolla Trusted Tax CPA | La Jolla CPA Tax Planning | La Jolla Tax Preparation | La Jolla CPA Financial Planning

CPA for Physicians | CPA Physician Tax Planning | Physician Tax Preparation | CPA Physician Financial Planning

 CPA Tax Planning near me | CPA Tax Preparation near me

2025 Natalie C. Papagni, CPA Rights Reserved

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