Consulting
Entity choice, S-corp election analysis, startup planning, systems setup, and the financial-side decisions that shape how your business grows.
Book Free ConsultationFounders thinking through their first business structure, owners weighing an S-corp election, and existing small businesses that want a clearer picture of cash flow, profitability, and what their next year should look like.
We help business owners understand the tax and bookkeeping side of entity choices and coordinate with legal professionals when formation documents or legal advice are needed.
We learn about the business, your goals, and the financial or structural questions on your mind.
We explain what's needed, what documents to gather, and how pricing will be determined.
We model the question (entity choice, S-corp election, cash-flow review) using your actual numbers.
We walk through the tradeoffs, recommend a path, and flag where a legal professional should also be involved.
We help with bookkeeping setup, payroll discussion, and tax planning so the recommendation actually gets put into practice.
Pricing depends on the type of service, filing complexity, number of income sources, number of states, business activity, bookkeeping condition, payroll needs, and whether prior-year or amended filings are involved. During the consultation, we review your situation and provide clear pricing before work begins.
It depends on profit level, owner involvement, and how you'll pay yourself. We model both scenarios (including a reasonable W-2 salary, payroll cost, $800 California minimum tax, and the 1.5% S-corp tax) before recommending a path.
We help you think through entity choice, bookkeeping setup, payroll versus contractor decisions, and what to expect in your first tax year so you don't get surprised.
We help business owners understand the tax and bookkeeping side of entity choices and coordinate with legal professionals when formation documents or legal advice are needed. We do not provide investment advice.
Other services that may help:
Book a free consultation and we'll walk through your situation and next steps.