“Reset” Your QuickBooks
Does Your Bookkeeping Need a Little Housecleaning?
If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our expert assist you with our 4-hour “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.
We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.
Please call now to set up an appointment.
For most business owners, business tax planning feels like something you deal with once a year, usually under pressure, and right before a deadline. That mindset is expensive. After more than 10 years as a CFO consultant and tax strategist, and previously serving as an IRS agent, I’ve seen the same pattern over and over: businesses don’t overpay taxes because the rules are unclear, they overpay because they’re reacting instead of planning. Real tax planning isn’t about loopholes, it’s about aligning how your business operates, pays people, invests, and grows with the tax code working for you instead of against you.
If you’re a California business owner, investor, or entrepreneur, capital gains tax isn’t just a line item it’s a strategic risk. I’ve spent over a decade helping business owners navigate capital gains planning, and one thing is consistent: most people dramatically underestimate how much California takes. Unlike the federal system, California does not reward long-term investing with lower tax rates. That single fact changes how you should think about exits, portfolio rebalancing, and real estate decisions. This guide breaks down how long-term capital gains tax works in California in 2025, where business owners get burned, and what you can do to keep more of what you earn.
Before I dive into some year end tax strategies East Los Angelesbusiness owners can and should be making, I want to address some rumors and misinformation about the SALT workarounds that are available to some of our clients (though not all). Essentially, 22 states (as of this writing) have enacted legislation that enables business owners operating in a partnership or S-corp to deduct their state and local taxes (SALT) beyond the 10K cap that exists on federal returns. These are the states that currently provide this workaround in some measure:
