Los Angeles Tax Attorney
Tax counsel for LA-based founders, creators, family-owned enterprises, and high earners whose income mix and entity structure justify substantive planning, applied with Big Four Mergers and Acquisitions Tax depth.
Get Started →Tax due diligence on hundred-million-dollar deals, applied to your structure.
The firm’s principal trained in Mergers and Acquisitions Tax at Deloitte in Los Angeles and PwC in Silicon Valley, conducting tax due diligence on transactions valued in the hundreds of millions of dollars, and applies that depth to LA-based clients.
The full California overlay on a high earner’s position.
Tax Strategy Memoranda
Entity structure, S-corporation election timing, qualified business income deduction analysis, retirement plan strategy, charitable giving, and any planned transactions, all addressed in a written memorandum.
Multi-State Residency
Residency planning between California and the no-income-tax states, structured so the change of residency holds up under audit, with apportionment analysis for California-source income.
Qualified Small Business Stock
QSBS planning under the post-OBBBA framework, where the exclusion turns on decisions made at issuance and maintained over the holding period.
The PTET Election
The Pass-Through Entity Tax election under California’s recently enacted state-level provisions, modeled for the LA-based owner.
S-Corp Franchise Tax
The 1.5 percent California state-level franchise tax on S-corporations modeled into every S-election analysis, so the election reflects the full California cost.
Sales-Tax Nexus & M&A Overlay
Sales-tax nexus under post-Wayfair economic nexus rules, and the state-specific overlay on every M&A transaction sourced through California operations.
A written Tax Strategy Memorandum, tied to authority.
Most LA tax engagements produce a written Tax Strategy Memorandum addressing the client’s situation. The memorandum identifies the positions currently in place, the planning opportunities the current structure does not capture, and the specific changes the firm recommends.
Each recommendation is tied to the controlling authority. Year-by-year savings are projected against stated assumptions. Most Tax Strategy Memorandum clients save between $10,000 and $100,000 annually after implementation.
The CPA is doing the job. The structure is wrong.
Most tax returns get filed correctly. The return that gets filed is often not the return that should have been filed. The CPA reconciles the books, applies the deductions the client documents, and produces a return that is technically correct given the structure in place.
The structure is what most LA business owners have never had evaluated. Tax strategy is the work that happens upstream of the return. The CPA’s role is downstream. The two are complementary.
One of the highest-leverage positions available to LA high earners.
For LA-based individuals with the flexibility to choose where they spend time, multi-state residency planning between California and the no-income-tax states (Nevada, Texas, Florida, Washington) is one of the highest-leverage tax positions available. The firm runs the residency analysis and structures the relocation and the subsequent presence-tracking framework so the change of residency holds up under audit.
For LA-based residents with California-source business income, the analysis addresses the apportionment that remains California-sourced regardless of the individual’s residency change.
This page is general guidance, not legal advice on any specific matter. Reading it does not create an attorney-client relationship. Attorney-client relationships are formed only on a signed engagement agreement.
Send what’s in front of you.
The recent return, the entity structure as it stands, the pending transaction, the residency question, the question your CPA could not answer. The firm responds within one business day with a written proposal and a preliminary read. The first email is at no charge.
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