Advisory add-ons

We take your actual or projected self‑employment income and translate it into a clear retirement plan using options like a SEP IRA, SIMPLE IRA, or solo 401(k). You see exactly how much you can contribute, what it does to your tax bill, and what fits your cash flow so you’re not guessing at year end or leaving easy retirement savings on the table.

We map where you live, where you work, and where your income is sourced, then spell out which states can tax you and what returns they expect. You leave with a simple, written state‑by‑state plan designed to reduce the risk of double taxation, surprise notices, and scrambling to clean up past years.

We turn your rental into a simple, repeatable system. That includes how the IRS sees your property, what you can legitimately deduct, how depreciation actually works in your case, and a practical checklist for tracking income and expenses. The goal is a rental that’s set up correctly now so each future year is faster and less stressful to file.

We lay out side‑by‑side scenarios for exercising and selling your stock options or RSUs: what they do to your ordinary income, capital gains, and possible AMT, and in which year. You get a clear view of the tradeoffs between tax cost, risk, and cash needs so you can choose an exercise or sale path that fits your situation instead of guessing around a vesting schedule.

Before or after your move, we walk through California residency and sourcing rules using your actual facts, then outline how to handle the year you leave and the year you arrive somewhere new. You get a concrete list of steps: what to document, how to handle partial‑year returns, and common pitfalls to avoid, so your filings match where you truly live and work.

We walk through how you use your workspace and clarify what can count toward a home office deduction. If it makes sense for you, we calculate the deduction and set up a simple way to track the right costs going forward so you can capture the benefit with less guesswork year after year.

We show you how occasional home rentals to your business can work under the Augusta rule and whether it fits your situation. You get help setting reasonable terms, keeping the right notes, and reporting the amounts on your business and individual returns so this strategy is easy to use and understand.

We break down how your stock options, RSUs, or restricted stock are taxed at grant, vesting, exercise, and sale, then line that up with your goals for cash, risk, and diversification. We flag key elections (like a potential 83(b) election when available), what records to keep, and how different choices affect the timing and character of your income so you can plan instead of just reacting at tax time.

Each quarter we refresh your income and deduction projections, update your estimated tax calculations, and recommend changes to estimates or withholdings when needed. The aim is fewer big surprises and a clearer sense of how much you can safely take out, save, or spend as the year unfolds.

Before or after a major event such as a property sale, business buyout, large equity exercise, or other payout, we model how it will show up on your return and how it affects your total tax, brackets, and other items (like net investment income tax). You get a straightforward summary of what it means, what choices you still have, and any deadlines or elections to keep on your radar.

We compare your current business structure to S corporation treatment using your real or projected income, owner pay, and state situation. That includes estimating potential tax savings, payroll and reasonable compensation requirements, and ongoing compliance work. You leave with a simple summary of whether an S election makes sense now, later, or not at all, plus support with filing if you choose to move forward.

We review what you do in the business, how profitable it is, and what similar roles are paid to outline a reasonable compensation range. From there we recommend a specific salary (or narrow band), show how it fits with your distributions, and explain the payroll and tax impact. You leave with documentation you can keep on file and a simple framework for revisiting the number as the business grows.

We look at your property type, purchase price, improvements, and current depreciation to estimate whether a cost segregation study could meaningfully accelerate deductions. You get a plain-English summary of the potential benefit, timing considerations, and cash flow impact, along with next steps if it appears worthwhile to coordinate with a cost segregation specialist. If it doesn’t pencil out, you’ll know that too, without having to chase the idea further.

We review how you and any employees are currently paying for business expenses and where those costs end up in your books. Then we draft or refine an accountable plan that covers common items like mileage, home office, travel, and small out-of-pocket costs. You receive clear written guidelines and simple tracking suggestions so reimbursements are handled consistently and are easier to support at tax time.

We take a snapshot of how your business actually operates—owners, profits, how you pay yourself, and growth plans—and run through how each major entity type would treat your income. We cover differences in federal and state taxes, payroll requirements, reinvested profits, and administrative burden, and outline what a change would involve if you decide to restructure. You leave with a clear recommendation and a path forward rather than a generic pros-and-cons list.

We review your historical profits, cash flow, and upcoming obligations to design an owner pay structure that fits your entity type and risk tolerance. That can include salary targets, distribution rhythm, and basic guardrails for retaining cash in the business. You leave with a practical framework you can follow month to month instead of guessing what you can afford to take out.

For newer businesses, we help you choose appropriate accounting software, build a clean chart of accounts, and outline day-to-day routines for invoicing, paying bills, and reconciling. We also flag common problem areas for your type of business and give you a short startup checklist so you and any helpers know what to do each month. The goal is a simple system you can actually maintain, not an elaborate setup you’ll abandon after a few weeks.

We gather how and where you do business—online, in-person, physical goods, or services—and map that against current sales tax and economic nexus concepts for relevant states. You receive a straightforward summary of which states are most likely to require registration, where you may be close to thresholds, and practical next steps if action is needed. The result is less guesswork about sales tax and a clearer view of your risk.

We review your ownership structure, payroll, and profit levels to compare a few common retirement plan options side by side. That includes estimated contribution limits for you as the owner, how each plan would treat employees, and the related tax deductions and costs. You leave with a recommended direction and a clear set of questions to bring to a retirement plan provider when you’re ready to implement.

We walk through the key tax registrations, payroll provider choices, and basic wage and withholding issues that come with bringing on an employee. You get a checklist that covers setup items, what information to collect, how to handle recurring payroll, and what to save for future filings. The aim is to make your first hire feel manageable and prevent bookkeeping and payroll issues from piling up at year end.

We look at the perks and benefits you already offer or are considering and classify them from a tax perspective: which are business deductions, which create taxable income for employees, and what simple structures might improve the outcome. That can include things like health reimbursements, phone and internet, travel, and small allowances. You leave with clearer benefit policies and documentation suggestions so your perks support your team without creating unexpected tax issues.