San Diego is biotech and defense contractor territory. High California rates make R&D credits, entity optimization, and retirement planning critical for every owner doing $500K+.
CA top rate 13.3%. High SALT burden. Defense contractor and biotech sectors create R&D credit opportunities.
No city income tax or gross receipts tax. Standard CA state taxes apply.
A San Diego defense subcontractor with $3.8M in revenue was not claiming R&D credits on qualifying development work. After a retroactive study covering three years plus PTET election, they recovered $146,000 and reduced ongoing taxes by $62,000 annually.
Claim dollar-for-dollar federal tax credits for qualifying development, engineering, and process improvement activities.
Learn more →Bypass the $10,000 SALT deduction cap with a Pass-Through Entity Tax election, recovering state taxes as a business deduction.
Learn more →Reclassify building components to 5, 7, or 15-year property for accelerated depreciation and massive first-year deductions.
Learn more →Optimize your business structure across LLCs, S-Corps, and holding companies to minimize tax exposure and maximize protection.
Learn more →Shelter $150,000 to $300,000+ per year through custom pension plans designed for high-income business owners.
Learn more →We serve San Diego business owners remotely with the same depth as a local firm. Our Tax Intelligence Framework starts with a comprehensive review of your financials, entity structure, and current tax position. We then build a custom strategy and implement it.
We work alongside your existing CPA, not replacing them. Learn more about our tax strategy service or read about how we work alongside your CPA.
Book a free review and we'll identify exactly how much you're overpaying and the strategies to fix it.
Tell us about your business and we'll identify every savings opportunity available to you.