S Corporation Election
Would an S corporation election save enough to justify the payroll and filing costs?
Tax estimates and planning
How much should you set aside if profit is up? What would you owe if you sold those shares?
Those are useful questions to ask before the return is due. I can help estimate the tax and, when you have a choice to make, compare what the different options would cost.
Business questions
S Corporation Owner Salary
Decide what to pay yourself through payroll for the work you do as an owner.
Business Structure Review
See what a change in business structure would mean for taxes, owner pay, and filing costs.
Owner Pay and Distributions
Find out how a payment to you will be treated before taking money out of the business.
Sales Tax and State Filing Review
Find out whether sales or business activity in another state create additional filing obligations.
Business Expense Reimbursements
Work out how your business should reimburse expenses you paid personally.
Personal tax questions
Stock Options and Share Sales
See what an exercise or sale could leave you owing and how much cash you would need.
Rental Property Taxes
Get help with rental income, expenses, depreciation, or the tax on a sale.
Tax Estimates and Projections
Find out whether a change in income calls for a different payment.
Tax Analysis for a Major Decision
Estimate the tax on a sale, buyout, or other large transaction before committing to it.
Working or Earning Income in Multiple States
Find out where you need to file after working or earning income in more than one state.
Moving Out of California
Know what a move means for your California return and income earned during the year.
Tell me what you’re considering.
A short description of the question and any important timing is enough to start.