Business Owners Doing $3M+ Per Year

If Your California Business Does $3M+ A Year, We'll Save You At Least $300K In Taxes This Year, Or You Don't Pay

You keep your CPA for filing, while we plan your taxes all year and put each strategy in place with them.

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The Firm Behind The Offer

20+
years owners have trusted Jorge with their taxes
$240K
roughly what one $6M HVAC company saved
2
languages: we work in English and Spanish

Is This You?

Who Is This For?

Who This Is For:

  • You own a California business doing $3M or more a year, set up as an S corp, C corp, LLC or several entities.
  • Your CPA files your return accurately, but only reaches out once a year with a list of what to pay.
  • You find out what you owe in the spring, when it's too late to change it.
  • Your P&L shows a profit, but it doesn't tell you what you'll owe or where the cash went.
  • You run more than one company, like an operating company plus one that owns your building, and no one checks how they work together.
  • You want the answer on equipment, vehicles or a new location before you buy, not in April.

This Is Not For:

  • Employees who don't own a business.
  • Owners whose business does well under $3M a year.
  • Businesses based outside California.
  • Anyone who only wants a return prepared each spring.

100% Done-For-You

Here's Everything We Do For You

How Jorge and his team plan, prepare and protect your business all year.

We Review Your Whole Setup

We go through your returns and your numbers: how the business is structured, how you pay yourself, your deductions, retirement, real estate and the big purchases coming up.

We Clean Up Your Books

Our team reconciles your books every month and puts together financial statements you can actually read, so every tax decision rests on real numbers and you can see where the cash goes.

We Line Up Your Entities

If you run more than one company, we look at how they share payroll, money, loans and owner pay, and treat them as one picture, since that's often where the largest savings are.

We Work Alongside Your CPA

We coordinate each step with you, your bookkeeper and your CPA before the deadlines pass, and we handle the documentation behind each strategy. Your CPA keeps filing your return.

We Check In All Year

As revenue, hiring or a big purchase changes things, we update your strategy with you, so you get the tax answer on equipment, vehicles or a new location before you buy.

We Handle IRS And State Letters

When a notice comes from the IRS or the Franchise Tax Board, or a filing slips, we work through it with you calmly and get the records you need in order.

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Still On The Fence?

Frequently Asked Questions

Do I have to leave my CPA?+
No. Many of our clients keep their CPA for filing. We build the tax strategy, put it in place and fold their filing into it, and we make clear up front who prepares the return, who updates the projections and who carries out each strategy.
I already have an S corp. Why am I still paying so much?+
The S corp election is only one piece. Your salary, distributions, health insurance, retirement and estimated payments all have to line up with it, and when they're set once and forgotten, money leaks out a little at a time. We look at all of them together, your business and your personal return side by side.
My books are a mess. Can you still help?+
Yes, and it's far more common at your size than most owners think. Our team cleans up and reconciles your books first, so the tax strategy is built on real numbers. If you have more than one company, we start by lining up the money that moves between them.
What's the difference between filing and planning?+
Filing reports a year that's already over, and once the return is filed, nothing on it can move. Planning happens during the year, while decisions about your pay, equipment, retirement and entities can still change what you owe.
Is it too late to lower my 2026 taxes?+
No, but the calendar matters. Most of what lowers your 2026 bill has to be in place by December 31st, and Jorge works on every client's strategy himself, so the sooner we start, the more of this year we can still use. The savings show up when your 2026 return is filed.
How much does it cost?+
Our fee depends on how complex your business is, so Jorge quotes it up front on the strategy call, before you commit to anything. And if your business doesn't save at least $300,000 in taxes this year, you get your fee back.
Do you only work with California businesses?+
Yes. Our office is in Valencia, in the Santa Clarita Valley, and we meet with owners by video anywhere in California. Your business gets taxed by both the IRS and the Franchise Tax Board, and California's rules often differ from the federal ones, so that's where we focus.
What happens on the strategy call?+
You tell Jorge what the business is doing in revenue this year, roughly what it owed for 2025 and how it's set up. He shows you which strategies apply and which can still lower your 2026 bill before December 31st, and if the savings aren't there for you, he'll say so plainly. We can talk in English or in Spanish.
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One Last Step

Want To See How Much Your Business Can Still Save On 2026 Taxes?

On the strategy call, Jorge looks at your revenue, last year's taxes and how your business is set up. You'll leave knowing which strategies fit and which ones can still lower your 2026 bill before December 31st.

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The case studies and results on this page are real but are not a guarantee of future results. Every business and tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.