Who we help
Professional & Creative Services
When the product is your time, the entity you file under and the estimates you pay are where the money is actually won or lost.
01What makes this different
Where the money and the risk actually sit
Every sector has a handful of things that are easy to get wrong and expensive to correct later. These are the ones we look at first.
Entity election timing
The point at which S-corporation status starts paying for itself is a calculation, not a rumour.
Irregular income
Lumpy revenue makes quarterly estimates a guessing game unless someone is projecting properly.
Home office & mixed-use
Legitimate and commonly under-claimed, but only with the right method and records.
Contractor versus employee
Agencies using freelancers face the same ABC test exposure as any other California employer.
1099 reporting
Paying contractors creates filing obligations of your own, and the penalties for missing them are per form.
02What we do about it
How we help
Work that is done on a schedule, by people you can reach, with the filings made before the deadline rather than after the notice.
- Entity and compensation structure modelled on your real numbers
- Quarterly estimates recalculated as the year develops
- Accountable plan set up so reimbursements are clean and deductible
- Freelancer classification reviewed before it becomes an EDD matter
- 1099-NEC preparation and filing handled each January
03Services
What this usually involves
The services this sector asks for most. Nothing starts without a fixed fee agreed first.
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Business Formation & Entity Selection
The structure you choose in week one decides what you pay in tax for years. We pick it with the numbers in front of us, then file everything that has to be filed.
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Business Tax Returns & Compliance
K-1s flow straight through to the owners without a hand-off — which removes the single most common source of filing errors in business.
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Bookkeeping & Catch-Up
We rebuild the periods in order, reconcile them properly, and then move you onto a monthly rhythm so it never happens again.
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Individual & Family Tax Preparation
Every return is checked by a second reviewer, filed electronically, and tracked until the IRS and the FTB confirm acceptance.
Who we help
Other industries
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.