Professional Services

Up-to-the-minute tax strategies

We’re pleased to offer fellow San Francisco professionals tax planning, consulting, and compliance services. By applying our extensive experience and in-depth knowledge of your industry, we’ll help you plan and achieve your business and personal goals. Our goal is to be your key business advisor, and in this capacity we’ll provide you with proactive accounting, tax services, tax research, planning, and insightful advice that will help you limit your tax liabilities and increase your revenues.

We offer the following services:

• Planning for ownership transition and an approach to ownership agreements

• Retirement plan strategies that achieve owner objectives and coordination with the plan administrator

• Assistance with compensation planning for owners

• Assistance with hiring key financial staff

• Review of internal controls and accounting procedures

• Planning and advice regarding employee benefit plans, such as commuter expense, parking, dependent care plans, owners disability insurance, and long-term care insurance

• Preparing models to support long-term financial arrangements.

• Evaluation and recommendation of the optimal estimated tax payment methodology, such as annual methods for quarterly tax payments to improve cash flow

• Lease structuring to avoid “phantom” income related to the cost of leasehold improvements

• State and local tax consulting, including review of city business tax payroll apportionment outside of the taxing boundaries

We look forward to meeting you and to helping you achieve your financial goals.

Businesses representative of this industry area include:

• Clinics

• Doctors

• Economic Consultants

• Financial Consulting

• Law Firms

• Medical Groups

• Regulated Industry Consultants

• Third Party Administrators