Outdoors Meeting

Closely-held Businesses


We partner with entrepreneurs, shareholders, partners and members of c and s corporations, partnerships and LLCs at all levels of their business life-cycle from pre-launch to exit to handle their accounting activities, provide proactive and effective tax minimization strategies, pave the way for financial and cash flow optimization, and prepare their federal and state tax and information returns in compliance with all Federal and state tax laws. 

We are passionate about, and committed to our success, and equipped with the expertise to proactively educate you on your options, and proactively guide you to execute smart, timely and effective decisions to optimize cash flows, tax strategies to optimize pass-through business ownership (for partnerships, S-corporations & LLCs) tax savings, business financial and tax savings, and financial performance to plan for an achieve your financial intentions and final exit goals. 

 Services we provide include:

  • Legal Entity Selection

  • Layered Business Structures

  • Multi-year Tax Planning

  • Tax Projections & What-If Analysis

  • CFO advisory

  • Federal Return Preparation 

  • State Return Preparation

  • Tax Planning Events

    • Maximizing the QBI deduction

    • Maximizing retirement savings

    • CA PTE Consent Analysis

    • Liquidations & Distributions 

    • Tax Efficient Exit Planning 

  • Accounting & Bookkeeping (select companies) ​

  • Quarterbacking Outside Advisory Teams


  • Professional Services​

    • Medical and Healthcare Practices

    • Professional Services Providers

  • Technology & Digital Media

  • Real Estate 

  • Hospitality & Retail​ 

  • Health & Fitness ​​​

  • Related Industries