Since we specialize in providing services to businesses, their owners and investors, we excel at tax planning for multiple entity taxpayers. Our tax planning services are combined with other consulting services, resulting in our ability to analyze transactions or transactions under consideration from economics through taxes and ultimately to after tax cash in our clients’ hands.

Our minimum client relationship fee is $750.

Our non-business owning investor clients tend to have substantial net worth and multiple investment activities such as rental properties, irrevocable trusts, managed portfolios, etc.

We have an excellent referral relationship with most of the banks throughout Southern California.

Some specific consulting services we provide:

Strategic Planning

During the tech boom of the latter 1990s one of the hottest topics was “business plans”. It seemed (according to some articles) that armed with an idea and a business plan, you could get funding and start a business destined to become the next hot IPO. Software companies offered “business plan creation software” which claimed to facilitate creation of credible plans.

Time and experience has demonstrated that to be effective a plan must be strategic—meaning focused on the long term, with careful consideration of customer trends and the competitive environment. Studies have shown that companies that consistently and strategically plan grow faster than those that don’t.

Our managing partner Paul Polito has teamed up with Don Sando of Strategic Results Group to provide Strategic Planning services to our clients.

This collaborative service combines the talent and an excess of 60 years in combined business experience. Paul has owned, operated, and sold several small businesses before he became a CPA. As a CPA he has helped over one hundred closely held companies improve and grow their business. Paul’s manufacturing expertise has been a plus in serving businesses that develop or make products. He also owns or serves on the boards of several small manufacturing companies. As a managing partner or our firm he has directed expansion plans and opened new facilities.

Don Sando was a director of Strategic Planning at Hewlett-Packard during its incredible growth as a tech powerhouse through the 1980s. Don’s principal role was to organize and facilitate the strategic plans and annual plan updates for several business units within HP. After leaving HP, he became the director of marketing and sales for a high-tech manufacturing company, a job he held for approximately 10 years.

Hewlett-Packard developed an extremely efficient process for creating and updating strategic plans. We guide companies through this process, erasing years of learning curves and false starts in the process.

We collaborate in facilitating strategic planning for companies not experienced with this powerful tool. No outside consultant can create a strategic plan for another company. The company’s management team must do this work. Time and time again we have seen costly business plans prepared by outside vendors gather dust on a bookshelf because the management team was not engaged in the process and never bought in to the plan.

We do not compete on price. We pay our professional team members well, spend an enormous amount annually on continuing education, and pride ourselves in providing a high level of professional service.

Most of our clients prefer our fixed price agreements.

Sometimes when the scope of service cannot be clearly defined we work for our clients by the hour. Our standard rates range from $110 to $395 per hour depending on the personnel and complexity of the work.