Solo Consultant Tax Strategy: S-Corp Election, Retirement Plans, and Deduction Defense
How Bay Area independent consultants, coaches, and fractional executives can structure their tax strategy to capture material savings most never realize are available.
MSP Tax Strategy: R&D Credits, MRR Accounting, and Owner Comp
How Bay Area managed service providers and IT consulting firms should structure their tax strategy around R&D credits, MRR revenue recognition, and owner compensation.
Marketing Agency AB 5 Compliance & Multi-State Nexus: A Bay Area Owner’s Guide
How Bay Area marketing and advertising agencies should structure contractor relationships and manage multi-state tax exposure as they grow.
Substance Abuse Treatment Facility Accounting: Payer Mix & Grant Reporting
How Bay Area substance abuse treatment programs should structure accounting around payer mix, county contracts, and grant reporting requirements.
Assisted Living Facility Cost Segregation: Unlocking Hidden Tax Savings
How Bay Area assisted living and RCFE operators can use cost segregation studies to accelerate depreciation and unlock significant first-year deductions.
Mental Health Private Practice: Entity Structure & Retirement Plan Optimization
How Bay Area therapists and psychology practices should structure their entity and design retirement plans to capture meaningful tax savings.
Veterinary Practice Acquisition & DSO Transactions: Tax Considerations for Bay Area Vets
How Bay Area veterinarians should structure practice acquisitions, DSO sales, and partnership buy-ins for the best after-tax outcome.
R&D Tax Credit for Bay Area Design Firms: When Engineering Work Qualifies
How Bay Area architecture and engineering firms can identify qualifying research activities under IRC § 41 — and capture the credit most generalist CPAs never raise.
Form 990 Compliance & UBI Risk: A Bay Area Nonprofit CPA Guide
A Bay Area CPA’s guide to Form 990, public support tests, unrelated business income, and the governance documentation that keeps a nonprofit exempt.
California Pass-Through Entity Tax (PTET) Election: When AB 150 Saves You — and When It Doesn’t
A Bay Area CPA’s guide to the California Pass-Through Entity Tax election under AB 150: who benefits, the June 15 deposit trap, multi-state coordination, and the situations where PTET costs more than it saves.