Tax planning that fits the way California companies grow.

Smart founders don’t wait until tax season. We help you plan ahead—lowering what you owe, keeping you compliant, and making sure your next move is built on real numbers, not guesswork. From Los Angeles to the Bay Area, we work with California startups, online businesses, and service providers that want more clarity—not just a filing.

"Sugam provided exceptional service to me and my eCommerce business. He was able to help me with my sales tax filings in multiple states while also providing metrics to help me scale my business. As a CPA he has saved me a ton of money in taxes and provided valuable insight. I would definitely recommend Sugam to family and friends."

– Rian Kapadia

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Plan better. Pay less. Stay ready.

We help founders and operators avoid last-minute scrambling and make smarter decisions throughout the year—not just in Q1.

Proactive guidance

We flag tax opportunities and risks before they impact your numbers.

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Tailored strategy

We plan around your business model, income patterns, and long-term goals.

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Support when you need it

You don’t just hear from us in April—we’re in your corner all year.

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Sales Tax & State Compliance

Track the rules, file on time, skip the penalties.

We handle your sales tax filings, registration, and use tax obligations across California—and beyond. Whether you're running a retail brand or an e-comm business with multi-state nexus, we simplify compliance so you can focus on growth.
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Tax Preparation & Filing

Business tax returns—filed right, filed fast.

From S-Corps to LLCs, we file your federal and state returns accurately and on time—no surprises, no guesswork. Every return is prepared by a licensed CPA familiar with tax reduction strategies for startups and high-growth businesses.
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Always-on compliance support.

Year-round compliance that keeps you audit-ready.

Stay ahead of deadlines, filings, and changing regulations with one complete solution. Our year-round compliance service combines bookkeeping oversight, tax planning, and proactive support so you can focus on running your business—not chasing paperwork.
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Built to match your business model.

Tax planning that adapts to your growth.

We work with creators monetizing across platforms, e-commerce brands with multi-state complexity, and startups with equity comp and investor reporting on the horizon. Whether you’re scaling, reinvesting, or seeking funding, our year-round tax planning services are built to flex with you.

Crypto & Web3

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Content creators

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E-commerce

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Startups

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Real Estate

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Tax Planning & Strategy FAQ

What founders want to know.

  • What are smart tax strategies for startups and small businesses?

    The best strategies include choosing the right entity, planning for estimated taxes, maximizing deductions, and tracking expenses in real time—not just at year-end.

  • Is tax planning different from tax prep?

    Yes. Tax prep files last year’s data. Tax planning helps reduce your liability before it’s due—by timing income, optimizing expenses, and structuring deals strategically.

  • Can I deduct expenses if I’m not profitable yet?

    In many cases, yes. Operating losses and qualified startup costs can often be carried forward or deducted to reduce future tax bills.

  • What’s the most common mistake growing businesses make?

    Waiting until tax season to think about taxes. By then, the best opportunities for savings are usually off the table.

  • Do I need a CPA for tax strategy or can I use software?

    Software can automate filings. But strategy—especially across state lines, with equity, or at scale—requires a human CPA who knows how to guide you.