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.
​
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.
​
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. ​
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

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
.png)
_edited.jpg)



