Who We Serve | Natalie C. Papagni, CPA

Who We Serve

High Income Earners, Physicians, Executives with Equity Comp, Business Owners & Businesses

La Jolla, Greater San Diego & Greater California

INDIVIDUALS

High-income individuals & families - Proactive, multi-year tax planning and tax preparation for high-income individuals and families in La Jolla, San Diego and throughout California. We project federal and California taxes throughout the year with quarterly tax management, so there are no year-end surprises, and every strategy fully complies with current tax law.

Professionals & executives with equity compensation - Tax planning and tax preparation for professionals and executives paid in RSUs, ISOs, NSOs and ESPP shares. We build federal and California tax projections, multi-year ISO and NSO exercise sequencing strategies, and AMT minimization and AMT credit recovery plans. We update them at least quarterly as fair market values change, so your plan stays reliable.

Physicians & healthcare professionals - Multi-year tax planning and tax preparation for physicians and healthcare professionals, from residency through retirement. We cover W-2, 1099 locum tenens and private practice income, reasonable compensation for S-corporation owners, post-formation entity set-up and California PTET planning.

Owner-entrepreneurs - Tax planning and tax preparation for business owners, starting with entity selection: sole proprietorship, LLC or S-corporation. Services include post-formation S-corporation and LLC set-up packages, business financial management, multi-year tax planning, and personal and business tax returns.

PRIVATELY HELD COMPANIES

Professional Medical Corporations - proactive, multi-year planning and tax preparation for physician-owned professional medical corporations and their shareholders, in full compliance with tax laws designed to optimize tax outcomes and avoid year-end surprises. S-corporation election analysis, federal and California corporate returns (Forms 1120-S and 100S), reasonable compensation analysis, accountable plans, shareholder basis & distributions planning, cash balance and retirement plan strategy, PTET election and quarterly tax management.

S-corporations - proactive, multi-year planning and tax preparation for S-corporations and their shareholders, in full compliance with tax laws designed to optimize tax outcomes and avoid year-end surprises. Federal and California S-corporation returns (Forms 1120-S and 100S), reasonable compensation analysis, accountable plans, shareholder basis & distributions planning, PTET election, quarterly tax management and multi-state filings.

Limited Liability Companies (LLCs) - proactive, multi-year planning and tax preparation for single- and multi-member LLCs and their owners, in full compliance with tax laws designed to optimize tax outcomes and avoid year-end surprises. Partnership returns and K-1s (Forms 1065 and 568), California LLC tax & fee planning, S-corporation election analysis, member basis & distributions planning, PTET election and quarterly tax management.

Partnerships - proactive, multi-year planning and tax preparation for partnerships and their partners, in full compliance with tax laws designed to optimize tax outcomes and avoid year-end surprises. Federal and California partnership returns and K-1s (Forms 1065 and 565), partner basis & capital account tracking, guaranteed payments & distributions planning, PTET election, quarterly tax management and multi-state filings.

Frequently Asked Questions (FAQs)

Who is the best CPA in La Jolla, CA?

Many talented CPAs call La Jolla home; unlike Natalie C. Papagni, CPA - Tax, Planning & Advisory Services, most, if not all, are generalists, and focus on bookkeeping, accounting, and general tax preparation.

Natalie C. Papagni, CPA is not a typical CPA firm. Natalie C. Papagni, CPA has 15+ years of experience specifically providing tax strategy & planning, federal and state individual and trust tax preparation, and advisory services for high-income earners, physicians & healthcare professionals, professionals & executives with equity compensation, owner - entrepreneurs and privately held companies with complex lives in La Jolla, greater San Diego and throughout California.

What should I look for in a CPA near me in La Jolla?

It is essential to work with a CPA with technical expertise in areas that matter to you most. It is essential to work with a CPA with a proven background in advising high net worth clients with similar financial structures, lifestyle objectives, concerns, interests and goals.

With over 15+ years advising high-income earners and privately-held companies, Natalie C. Papagni, CPA provides the technical expertise found at leading tax, planning & advisory firms coupled with the personalized service, responsiveness and unhurried attention found at boutique firms - without the elevated fees. Clients regularly refer clients to us based on our ability to transform complexity into clarity, tax savings and peace of mind.

Is there a CPA in La Jolla or greater San Diego who specializes tax for high-income earners?

Yes. Natalie C. Papagni, CPA - Tax, Planning & Advisory Services specializes in providing tax, planning & advisory services to serving high-income earners and households earning $250k - $2M + annually and privately held companies in La Jolla, greater San Diego and throughout California.

With 15+ year of experience providing tax, planning and advisory services to professionals & executives with equity compensation, physicians & healthcare professionals, owner - entrepreneurs, S-corps, LLCs, partnerships and successful sole proprietorships, we have the expertise you need to succeed. Let's get our conversation started.

Do you offer complimentary consultations?

Natalie C. Papagni, CPA - Tax, Planning & Advisory Services offers complimentary 30-minute consultations, scheduled from the link at https://www.lajollataxcpa.com. You can also schedule by calling us at (858) 754-8277 or by sending an email to service@lajollataxcpa.com. Natalie C. Papagni, CPA offers consultations by phone, Zoom and in person (when available).

How do I switch to a new CPA?

Individuals and businesses can switch CPA firms at any time. If you are considering becoming a client of Natalie C. Papagni, CPA, schedule an introductory consultation. Following a consultation, we provide clients that are a good fit for Natalie C. Papagni, CPA an engagement agreement to confirm mutual understanding of the work to be performed and the services we will provide, terms and conditions, client responsibilities, and agreed up fees. We also request tax returns for the last two years, and financial information on income and material financial decisions made in the current year.

What is your fee structure?

Natalie C. Papagni, CPA - Tax, Planning & Advisory Services offers a fixed-fee structure. Fees are agreed upon in advance and clearly documented in the engagement letter. At Natalie C. Papagni, CPA, you will never incur billing surprises. If a client were to prefer we work together on an hourly fee arrangement with a maximum limit, we are open to discussing this option.