Proactive Tax Planning & Strategy
Year-round tax planning for individuals and business owners who want to make informed financial decisions before tax season. Rather than reacting to historical receipts in the spring, we design forward-looking strategies to capture every eligible deduction and optimize your tax position.
Proactive Deduction Modeling
Evaluating current year income, retirement contributions, capital equipment, and business deductions to eliminate unnecessary surprises.
Quarterly Projection Reviews
Tracking rolling quarterly tax estimates and safe harbors to avoid penalties while protecting working capital throughout the year.
Tax Preparation & Compliance
Accurate, timely federal and state tax preparation with transparent communication. We handle complex returns for individuals, families, LLCs, partnerships, and S corporations with thorough review and CPA precision.
Individual & Family Returns
Complete federal and multi-state return preparation, investment income reporting, and comprehensive tax position review.
IRS & State Notice Assistance
Direct CPA representation and assistance with IRS or California FTB notices, correspondence reviews, and resolution.
Small Business & Real Estate Advisory
Accessible advisory for growing businesses and rental property owners. We evaluate business entities, reasonable owner compensation, 1031 exchanges, and Real Estate Professional Status (REPS) so you can make informed decisions before executing transactions.
Entity & S Corporation Structuring
Evaluating entity types (LLC, S corporation, Partnership) for employment-tax efficiency, distributions, and owner compensation.
Real Estate & 1031 Exchange
Depreciation modeling, passive activity loss considerations, cost segregation analysis, and 1031 tax-deferred exchange guidance.
Ready to discuss your tax situation?
Schedule an initial conversation with Daniel Lacarra, CPA. We will learn about your business or portfolio goals and determine the best approach.