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.
Blog & Resources
Practical answers from licensed professionals.
Resource
Tax Preparation Checklist
Everything to gather before your tax appointment.
Resource
Tax Deadlines
Federal, California, and payroll deadlines to know.
From the blog
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.