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Financial Oversight, Tax, Consulting and Accounting
for
Businesses and Private Practices
Build and manage the business you envision - and deserve.
With 15+ year of experience advising corporations, s-corporations, partnerships, LLCs and professional medical practices, we have the expertise you need to succeed - and will be with you every step of the way.
Whether you are an entrepreneur, business owner or physician - healthcare professional launching a new business or own a successful corporation, s-corporation, partnership, LLC or sole proprietorship, our financial oversight, tax, consulting, business entity selection and formation and accounting services are designed to assist you build, manage and control business financial affairs, increase cashflows and financial efficiencies and optimize the benefits of business ownership at levels envisioned - and deserved.​​
Services
Businesses We Serve
Business
Financial Oversight & Financial Consulting
Financial Oversight
Our financial oversight services are designed to assist business owners plan, manage and control their financial affairs, make sound financial decisions, improve cash flows and achieve their financial goals with confidence. ​​​
​Financial advisory services include:
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• Growth planning and strategic decision support
• Financial forecasting, management and analysis
• Cash flow forecasting, management and analysis
• Scenario and decision-impact analysis
• Retirement & benefit plan selection and funding strategies
• Management reporting and KPI metrics​​
Consulting
Our consulting services support business owners - entrepreneurs and physicians and healthcare professionals as they navigate growth, change, and complexity.
Our consulting services include:​
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• Business entity selection and formation
• Owner compensation and benefit strategies
• Optimizing the benefits of business ownership
• Special projects
• Quarterbacking relationships with bankers, attorneys and other professional advisors​
Business
Strategic Tax Planning & Tax Preparation
Tax Strategies for S-corps
Tax Strategies for LLCs
Tax Strategies for Partnerships
QBI Optimization
PTET Planning
Bonus Depreciation and Sec 179
Real Estate
Installment Sales
1031 Exchanges
Multi-layer entity tax planning
Retirement Planning Strategies
Automobile & Home office​​​​​
Corporations
S-Corporations
Professional Medical Corporations
Partnerships
Limited Liability Companies (LLC)
Schedule C Sole Proprietorships
​
Accounting Services
Reliable accounting and financial reporting are essential for sound decision-making and compliance.
We provide accounting support that is accurate, organized, and aligned with your business and reporting needs.​
Accounting services include:
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Client accounting and bookkeeping services
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Financial statement preparation and analysis
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Financial reporting for owners and stakeholders​
Let's Stay Connected
Natalie C. Papagni, CPA
Tax, Planning & Advisory Services
4727 Executive Drive Suite 300
San Diego, CA 92121
858.754.8277
San Diego - La Jolla Tax Planning for Businesses | Business Entity Selection | Business formation
San Diego - La Jolla Tax Planning for Business Owners | San Diego - La Jolla Tax Strategies for Businesses | Tax Strategies for S corps
OBBBA Tax Strategies for Businesses | San Diego CFO Advisory Services | San Diego Business Financial Consultant
PTET Election Planning | Maximizing Business Deductions | Business Retirement Plans
San Diego - La Jolla Business CPA | San Diego - La Jolla Business Tax Preparation
San Diego - La Jolla Business Accounting - Bookkeeping