01
Annual planning memo
A written strategy document with quantified savings estimates for each recommendation, so you know what a decision is worth before you make it.
Planning in July, not panic in April.
Tax Strategy
Proactive, written tax planning for owners and closely held companies — entity structure, compensation mix, and timing decisions modeled before the year is locked.
What's included
- Entity structure & S-corp election analysis
- Quarterly estimate projections
- Owner compensation & distribution modeling
- Federal and California multi-state coordination
Outcome
Tax decisions are modeled before the year is locked, so you know what a choice is worth before you make it.
02
Quarterly checkpoints
We re-run projections every quarter against actuals, adjust estimated payments, and flag anything that needs to happen before December 31.
03
Filing coordination
We prepare the workpapers and hand off to your CPA — or work with our filing partners — so nothing gets rebuilt twice.