The Business Owner’s Tax Planning Guide
Nine strategy areas that decide whether you overpay, the California layer most online advice gets wrong, and a 12-point self-check.
Get the guideFree resources
Everything we have written down, in one place.
Guides, articles, and industry pages covering the planning questions business owners ask us most. All free, jargon-free, none of it gated behind a sales call.
Book Your Free ConsultationFree resource guides
Free PDFs written by our team. Tell us where to send it and the download opens right away.
The Stress-Free Tax Filing Checklist
Every document to gather before filing season, the deductions rushed returns miss, and a timeline that ends without April surprises.
Get the guideThe Attorney’s Guide to Tax Planning
Why law practice income is taxed like almost nothing else: entity rules, partner K-1s, contingency-fee spikes, and the deductions attorneys miss.
Get the guideArticles
Short reads on the questions that come up before someone becomes a client.
Is real estate really the right tax strategy for you?
More business owners are asking about real estate as a way to cut taxes - real estate professional status, short-term rentals, cost segregation. These can work. They are not always the right move, and the reasons are worth understanding before you buy.
Read the articleYear-end tax planning for South Bay business owners
Every December the same question arrives: what should I buy before the 31st? It is the wrong question, and the arithmetic shows why in about ten seconds.
Read the articleTax planning for Palos Verdes business owners
Most Palos Verdes business owners run their companies down the hill and their tax planning out of a filing folder. By the time the return is prepared, every decision that mattered is closed.
Read the articleThe $100K rule is the wrong test for an S-corp election
Once your profit hits $100,000, you should become an S corp. We have seen business owners well past $100,000 for whom it made no sense, and business owners nowhere near it for whom it made a great deal of sense. Profit is not the test.
Read the articleGood lawyer, no tax plan: 6 costly mistakes California law firm owners make
You can be an excellent attorney and still have no real tax plan. Here are the six gaps we see most often in California law practices, and what closes them.
Read the articleWhen should you start tax planning?
The honest answer is now, whatever today’s date is. That is not a sales line, it is a statement about how much of the year is still yours to change.
Read the articleTax planning vs. tax preparation: what is the difference?
The two get sold as one package, but they are done at different times and have very different effects on what you pay. Confusing them is why business owners overpay for years.
Read the articleThe best tax planning firms for small and mid-sized businesses (and how to tell them apart)
There’s a difference between someone who files your taxes and someone who plans them. Most business owners are paying for the first and assuming they’re getting the second.
Read the articleMore from us
Tools, writing, and the industries where planning looks different.
Calculators
Private, on-page tools. Work out where planning could add value without handing over a single document.
CalculatorsBlog
Short, practical articles on the planning questions business owners ask us most. No jargon, no pitch.
BlogIndustries we serve
Where your industry changes the maths: agencies, real estate, law firms, practices, contractors and e-commerce.
Industries we serveReading is a good start. A plan is better.
Book a consultation and we will tell you honestly where the opportunity is in your situation, whether or not we end up working together.
Book Your Free Consultation No pressure, no obligation. Just clarity.