Guidance shaped around the people we actually serve.

01

Small Business Owners

For closely held companies that need more than a return once a year.

Real concerns

• Books that aren't quite where they need to be
• Uncertainty about entity choice or owner compensation
• Estimated payments that never quite match reality
• Growth that is quietly reshaping the tax picture

Reasons to reach out

• A new hire, partner, or business line
• A confusing IRS notice
• A year that looks meaningfully different
• Considering a sale, transition, or restructuring

02

Real Estate Owners & Investors

For clients with rental income, property transactions, and appreciated real estate.

Real concerns

• Basis, depreciation, and prior improvements
• California capital-gains exposure
• Refinancing, exchanges, and passive-activity rules
• Coordinating with brokers, attorneys, and QIs

Reasons to reach out

• Preparing to list an appreciated property
• Receiving an offer on rental real estate
• A change in the way the property is owned
• Inheriting or gifting property

03

Independent Professionals

For consultants, contractors, and creatives running the business themselves.

Real concerns

• Quarterly estimates that feel like guesswork
• Mixing personal and business finances
• Retirement and self-employed benefit planning
• Understanding what's actually deductible

Reasons to reach out

• A big client win or a new revenue stream
• Considering an entity change (LLC, S-Corp)
• First-time full-year of self-employment
• A surprise balance due at filing

04

Individuals & Families

For households with more moving parts than a simple return can capture.

Real concerns

• Investment income and portfolio decisions
• Retirement, RMDs, and Roth conversions
• Inheritances and generational planning
• Multiple income sources or state considerations

Reasons to reach out

• A major life event — marriage, divorce, retirement
• Selling a home or investment property
• An inheritance or trust distribution
• An IRS or FTB notice