Strategic Business Coaching

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More Than Just a Tax Return Service…

We Will “Take You By The Hand” in Every Aspect of Your Business.


Without a blueprint, it is very difficult to know what you are building. For the successful business, a Strategic Business Plan is instrumental to making sure your company has clarity of direction, a unified vision, and that all key members and employees have the proper focus on the tasks at hand.


Our Strategic Business Coaching Services help you develop the Strategic Business Plan that will assure your business moves forward and succeeds. In developing the Plan, we help you break your company down into the core components. How is the company defined? What are your products? Who are your competitors? How will the company be managed? What are the processes for ensuring financial health and approaching business risks?

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You will benefit from our Strategic Business Coaching services if…


  • You are starting a new business or enterprise.
  • You are expanding a current business, or adding a new product or service to an existing business.
  • You are buying a business, product, or service.
  • You are trying to turn around a failing business.

Strategic Business Coaching will help you identify the weak spots in your Business Plan or plan for any elements that you have not previously addressed. In order to push your business to the next competitive level, you must…


  • Identify your target population, product or services, and the advantages you offer over your competitors.
  • Fully research the ways the need you have identified is currently being fulfilled.
  • Gain an understanding of the market, develop campaigns and timelines for promoting your business, and project the results of such campaigns.
  • Formulate a plan for staffing your business, including an identifying set of skills and expertise that will be required to secure the future of your business.
  • Complete management plans and systems required to run your business.
  • Outline financial necessities, including start-up costs, operating costs, income projections and analysis.
  • Identify all building and equipment needs.
  • Create timelines for all current or initial products as well as projected projects.


A solid Strategic Business Plan will not only help you to obtain financing for your business, it will help to assure that all your bases are covered as you begin or continue your venture.

  • Two people shaking hands over a table with papers, tablet, and a laptop displaying a chart.

Hands using a laptop and calculator on a desk with glasses and financial charts.

Business Tax Planning Strategies for 2026

By Christopher J. Gelfuso • February 10, 2026
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.
Person's hand using a calculator, notebook and laptop in background.

Guide to Long-Term Capital Gains Tax in California

By Christopher J. Gelfuso • February 9, 2026
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.
Road marked with years 2021, 2022, 2023, and 2024, symbolizing a journey or progression forward.

4 Year End Tax Strategies for East Los Angeles Businesses

By Christopher J. Gelfuso • February 8, 2026
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: