Tools

Work it out before you call anyone.

Private, on-page tools. Nothing you enter is sent anywhere, and the output is educational rather than tax advice.

Planning opportunity finder

Where could proactive planning add value?

Use this private, on-page diagnostic to identify a few areas worth discussing. Your selections never leave your browser and the result is educational, not tax advice.

No names, documents, or exact financial data required.
$1.25M
$250K$10M+
Current business tax structure
How often do you discuss tax strategy?
Your result

Meaningful planning opportunity

A midyear projection and structured year-end review could help you make better-timed decisions and reduce avoidable surprises.

  • Estimated payments
  • Retirement options
  • Deduction timing

Tax Clarity Toolkit

Four short questions and you have your estimated-payment schedule for the year, federal and California, with the safe-harbour figure worked out alongside it. Tick each payment off as you make it and the remaining quarters adjust.

Export the schedule as a PDF, or as a spreadsheet you can edit and import back if your numbers change mid-year. Due dates come out as calendar reminders. It runs entirely in your browser, so nothing you enter reaches us.

Open the toolkit

Entity Clarity Calculator

Sole proprietor, S corporation and C corporation side by side on your own numbers. It is built for California, so it prices the things that actually decide the answer here: the pass-through entity elective tax a sole proprietor is not allowed to elect, the §199A wage limit an owner salary unlocks, state disability insurance that no longer stops at a wage cap, and the 1.5% franchise tax with its $800 floor.

It also counts what a C corporation only defers rather than saves, and tells you when an election would cost you money instead of assuming it helps. Every rate is verified against irs.gov and ftb.ca.gov and cited on the page, and nothing you enter leaves your browser.

Open the calculator

A tool gives you a hint. A plan gives you a number.

Book a consultation and we will tell you honestly where the opportunity is in your situation, whether or not we end up working together.

Book Your Free Consultation No pressure, no obligation. Just clarity.