May 19, 2025Tax Planning
RMDs and Roth conversions: California-specific retirement planning
How Required Minimum Distributions and Roth conversions interact with California income tax and Medicare IRMAA — for Contra Costa County retirees.
Topic
Tax Planning
Proactive tax strategy for California businesses and families.
April 2, 2025Tax Planning
Should you elect S-corp status for your California LLC?
How the S-corp election works, when it actually saves tax, and the California-specific rules to watch out for. A practical walkthrough for LLC owners.
March 10, 2025Tax Planning
Small business bookkeeping in Contra Costa County: what to expect
What good bookkeeping actually looks like for a Contra Costa County small business — and the local rules that trip up out-of-area providers.
February 4, 2025Tax Planning
Responding to an IRS CP2000 notice (don't panic — but do respond)
A step-by-step walkthrough of how to read, evaluate, and respond to an IRS CP2000 automated notice — the most common IRS letter Bay Area residents receive.
January 14, 2025Tax Planning
Do I need a tax professional for my LLC in California?
When a California LLC actually needs a licensed tax professional — and when a bookkeeper or DIY software is enough. Written for Contra Costa County business owners.