Why hasn't my CPA ever brought any of this up?+
Usually it isn't a skill problem. Your CPA was hired to file, and by the time they see your numbers in March, your pay, your purchases and your company setup are already locked. Planning has to happen while the year is still moving, which is the work we do every month.
Do I have to move my books and my people over to you?+
No. Plenty of our clients keep their own bookkeeper and bring us in above that layer for the advisory and the tax work. If your books are behind, our bookkeeping team catches them up first, because planning built on shaky numbers is guessing. Software rarely has to change, and your records come with you.
Is it too late to lower this year's taxes?+
Usually not. There's rarely a point in the year where nothing can be improved, and several of the strongest moves, like salary through payroll, 401(k) deferrals and equipment that's bought and in use, count for 2026 only if they happen by December 31st. The savings show up when your return is filed.
Is this legal, and will it hold up?+
Every strategy is reviewed with you before it's put in place, and a specialist signs off on any advice before it reaches you. As Peter puts it, any write-off is a legal position, so each one has to fit your own facts and the law.
How often will we actually talk?+
Monthly as standard, quarterly for planning, and before any decision big enough to move your year. Between calls you can send documents and questions through our client portal and track every request there.
Do I need to be in California?+
No. We have offices in Roseville, Manteca, Rancho Cucamonga and Boston plus our team in Pampanga, and we work with business owners nationwide. Most of the work runs through monthly calls and the client portal, so where you're based doesn't matter.
What does it cost?+
Our fee isn't published because it depends on what your business needs, and you'll get it quoted up front on the strategy call. For most clients, what we save in taxes is more than what we charge, which is how the bookkeeping and the advice end up covered.