Consulting & Advisory

Navigating the complex world of business finance, taxes, and compliance can be overwhelming. Whether you are starting a new business, expanding operations, or seeking to optimize your current structure, expert guidance can save you time, reduce risk, and maximize opportunities. Our Consulting & Advisory services provide personalized support tailored to your unique situation, helping you make informed decisions that align with your goals.

Based in California, we provide state-level consulting for all California businesses and federal-level consulting for clients across North America. Our services combine deep technical knowledge with practical insights, ensuring you have clarity and confidence in your financial decisions.

Professional consulting is essential for business owners and individuals who want to:

• Avoid costly mistakes in taxes, payroll, and compliance
• Structure their business entities optimally for liability protection and tax efficiency
• Plan for growth, investments, or business succession
• Navigate federal and state regulations with confidence
• Make informed financial and strategic decisions

Without guidance, minor errors or missed opportunities can lead to higher taxes, penalties, or inefficient business operations.

Our advisory services are ideal for:

• Entrepreneurs starting a new business
• Existing business owners looking to optimize operations or tax strategy
• Self-employed professionals and contractors
• Investors or property owners managing multiple income streams
• Companies planning to expand, restructure, or adjust their entity type

No matter the size of your business, proactive consulting ensures your decisions are strategic, compliant, and financially sound.

We provide expert advice across a broad range of business and financial areas, including:

• Tax Strategy & Planning: Optimize deductions, credits, and compliance at the federal and California state level
• Payroll Consulting: Streamline processes, ensure compliance, and integrate with payroll systems like Gusto or QuickBooks
• Entity Structure & Formation: Guidance on LLCs, S-Corps, partnerships, and sole proprietorships
• Business Planning & Growth: Cash flow analysis, financial projections, and strategic growth advice
• Accounting & Bookkeeping Optimization: Set up efficient systems for recordkeeping, reporting, and decision-making
• Audit & Compliance Support: Prevent issues before they arise and guide you through IRS or state inquiries

We adapt every consultation to your unique needs, ensuring actionable advice you can implement immediately.

The benefits of working with us are:

• Expert Guidance: Make informed decisions backed by experienced professionals
• Risk Reduction: Avoid penalties, audits, and costly mistakes
• Efficiency & Clarity: Simplify complex financial and regulatory requirements
• Cost Savings: Identify strategies to minimize taxes and optimize expenses
• Strategic Planning: Align your financial and operational decisions with your long-term business goals

A one-hour consultation is $250, but rest assured, you’ll gain far more value — you’ll learn strategies that can save you significant money in the future by avoiding costly mistakes.

We focus on delivering clear, practical advice that you can apply immediately to achieve your goals and improve your business and financial outcomes.

Don’t navigate complex financial and business decisions alone. Start with a free 30-minute consultation with our experienced advisors and gain clarity, confidence, and a plan for success.

Schedule Your Consultation Today