What We Offer
We love helping business owners focus on what they do best. Whether it’s business and multistate tax services, real estate planning, or high net worth individual and family services, we’ll help you navigate the intricacies of tax law and develop tax strategies that ease your mind and help you focus on your goals and strategies.
PROFESSIONAL SERVICE FIRMS
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Advisory planning for S Corps, partnerships, LLCs and C corps.
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Value-added discussions throughout the year
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Business growth + succession planning
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Multi-state planning + solutions
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Implementing passthrough entity tax for federal saving
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Specializing in California taxation
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Collaboration with client’s internal and/or external financial team
- Entity choice analysis
REAL ESTATE TAX PLANNING
Our in-depth knowledge helps you capture tax opportunities at all stages of real estate investment:
- Acquisition:
- Analyze potential ROI before purchase and align goals with client’s investment strategy
- Maximize depreciation at start of ownership
- During ownership:
- Work with client to determine if qualify for “real estate professional”
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Navigate technical passive active rules
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Find opportunities to deduct repair expense instead of capitalization as supported by the Regulations
- Identify potentially deductible costs of previously capitalized improvements
- Collaborate with client’s cost segregation team
- Disposition strategies:
- Capital gain planning at time of sale can generate permanent tax savings
- Section 1031 planning
- Installment sales
REAL ESTATE TAX PLANNING
Our in-depth knowledge helps you capture tax opportunities at all stages of real estate investment:
- Acquisition:
- Analyze potential ROI before purchase and align goals with client’s investment strategy
- Maximize depreciation at start of ownership
- During ownership:
- Work with client to determine if qualify for “real estate professional”
-
Navigate technical passive active rules
-
Find opportunities to deduct repair expense instead of capitalization as supported by the Regulations
- Identify potentially deductible costs of previously capitalized improvements
- Collaborate with client’s cost segregation team
- Disposition strategies:
- Capital gain planning at time of sale can generate permanent tax savings
- Section 1031 planning
- Installment sales
“WHITE GLOVE” TAX SERVICES FOR INDIVIDUALS AND COUPLES
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Proactive tax opportunity updates throughout year
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State residency analysis and advice
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Advanced planning for transactions to optimize tax results
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Tax efficient charitable donation planning
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Collaboration with client’s wealth and estate advisors
- Retirement plan contribution analysis
- Estimated payment planning and quarterly reminders
