Tax strategy services for California businesses

Tax Preparation & Filing
From San Francisco to Orange County and Los Angeles to San Diego, we help founders plan year-round—lowering what you owe legally, staying compliant across California, and making smart moves with real numbers. Whether you’re a startup, online seller, creator, or real estate investor, we build a tax plan that fits how you actually operate.
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Plan better. pay less. stay ready.

We help owners avoid last-minute scrambling and make smarter decisions all year—not just in Q1.
Proactive guidance

We flag opportunities and risks early—timing income, accelerating or deferring expenses, and mapping credits before you file.

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Always on your calendar

Quarterly touchpoints, estimate reminders, and a working checklist so tax time feels routine, not chaotic.

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Tailored strategy

Your plan reflects your model and goals—equity comp, multi-state activity, inventory, digital revenue, or investor reporting.

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Tax services that go beyond filing
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Short, focused projects or full advisory—choose what you need, when you need it.

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Tax planning that adapts as you grow.

Built to match your business model

We work with creators monetizing across platforms, e-commerce brands with multi-state complexity, and startups facing equity comp and funding rounds. No matter how you earn or where you sell—California, Bay Area, SoCal, or nationwide—we make the strategy fit.

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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Franchisees

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Frequently Asked Questions

Tax strategy FAQ

  • How can my business pay less tax legally?

    Plan early. We use timing (income/expense), entity selection, owner compensation, credits, and elections to reduce liability within the rules.

  • Do I need a CPA for tax planning or will software do it?

    Software can file forms. Strategy—especially with equity, multi-state sales, or fast growth—benefits from a CPA who maps actions and deadlines to your specific facts.

  • What records should I keep for a strong tax position?

    Accurate books, clear documentation for large purchases, payroll/contractor records, and substantiation for credits and deductions. We’ll give you a simple checklist.

  • Can you help with multi-state or marketplace sales?

    Yes. We assess where you have nexus, register where required, set rates (including California district taxes), and file on your assigned cadence.

  • Is an S-Corp right for me in California?

    It depends on income, payroll, and growth plans. We model owner compensation, California specifics, and overall tax impact before you elect.

Guy Hawkins

President of Sales

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Guy Hawkins

President of Sales

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Guy Hawkins

President of Sales

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Guy Hawkins

President of Sales

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Guy Hawkins

President of Sales

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Guy Hawkins

President of Sales

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Guy Hawkins

President of Sales

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Guy Hawkins

President of Sales

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Guy Hawkins

President of Sales

A man is sitting in front of a laptop computer and smiling.
Guy Hawkins

President of Sales

A woman with curly hair is wearing a striped shirt and looking at the camera.
Guy Hawkins

President of Sales

A woman in a white top and black pants is sitting on a bench.
Guy Hawkins

President of Sales

A woman in a white top and black pants is sitting on a bench.
Guy Hawkins

President of Sales

A woman in a white top and black pants is sitting on a bench.
Guy Hawkins

President of Sales

A woman in a white top and black pants is sitting on a bench.