Tax planning that works while the year is still open.

We compare forming or restructuring an LLC, electing S-corp treatment, or operating as a C-corp against your profit, owner pay, growth plans and California taxes. The goal is to reduce the combined business and owner tax burden where the numbers support it. S-corp planning weighs potential employment-tax savings against payroll costs and reasonable compensation requirements. C-corp planning includes corporate tax and potential shareholder tax on dividends. An LLC's tax classification, not its name alone, determines its federal tax treatment. We plan the elections and coordinate formation with your legal advisor.

Holding companies, operating entities, and property LLCs looked at as one structure rather than separate returns. Intercompany charges, allocations, and which entity should hold what.

For properties in Torrance, Manhattan Beach, Redondo Beach, Hermosa Beach and Palos Verdes, we coordinate depreciation, cost segregation where appropriate, 1031 exchange planning, and multi-state income allocations when owners or portfolios cross state lines. We model usable deductions, passive-loss limits and potential depreciation recapture before a purchase or sale. Explore our real estate tax planning.

Whether a like-kind exchange genuinely beats paying the tax, how the replacement property and financing have to line up, and the sequencing with your qualified intermediary. Planned before the sale closes, because afterwards the option is gone.

Property held outside California still reaches your California return. Allocating income and gains between states, credits for tax paid elsewhere, and the filing obligations each state creates on its own, so a South Bay owner with an out-of-state rental is not taxed twice on the same dollar.

Which year a gain lands in, which bracket it pushes you into, and whether splitting, deferring, or accelerating it produces a better result across two years than one.

A systematic pass through what you are entitled to claim and are not claiming today, documented as it is implemented so every position holds up if it is ever questioned.

Payments recalculated from live numbers each quarter rather than last year's safe harbor by default, so you neither lend the IRS money for a year nor walk into a penalty because the year ran ahead of projection.

Choosing and funding the right plan for your business, from straightforward options to designs built for high savers, sized against the profit you will actually book rather than last year's.

Franchise tax, the pass-through entity election, and residency questions that generic advice routinely gets wrong. California is where we have the deepest bench, and it is the state most often mishandled for business owners who moved, sold, or hired across its border.

We compare this year's projected tax bracket with next year's to see whether postponing income or accelerating eligible deductions improves your result across both years. Timing depends on your accounting method and the IRS constructive-receipt rules: leaving an available payment uncashed does not defer it. Any income shifting between family members or entities must reflect real work or ownership and follow the applicable rules. We check eligibility, cash flow and documentation before recommending a move; deferral is not automatically a permanent tax saving.

Traditional IRAs, 401(k)s, SEPs, solo 401(k)s, and HSAs all reduce adjusted gross income in the year you fund them. The work is choosing the plan that fits your profit, payroll, and cash flow, then sizing the contributions against the year you will actually book instead of the last one.

A refinance, a rental purchase, a large equipment buy, or a move changes your taxes for several years, not one. We fold decisions like these into a single multi-year projection next to your business cash flow, so you decide with the tax cost already in view.

Equity compensation has more timing choices than most people are told about: when to exercise, when to sell, how a vest stacks on top of salary, and whether exercising incentive stock options pulls you into the alternative minimum tax. Looked at one grant at a time, the bill tends to arrive as a surprise. We plan across the whole vesting schedule instead, so you know the number before the shares vest.

Every quarter we rerun the numbers and reset your estimated payments and paycheck withholding to match. That keeps you clear of underpayment penalties without handing the IRS an interest-free loan and waiting on the refund.