Between California income tax, SF gross receipts tax, and federal obligations, Bay Area founders face the steepest combined burden in the country.
CA top rate 13.3%. Extremely high SALT burden. Business owners actively seek optimization strategies.
SF levies a Gross Receipts Tax (rates vary by industry, 0.053%-0.966%) and a homelessness surcharge on businesses with $50M+ SF payroll expense. No city income tax.
A San Francisco SaaS company with $4.8M ARR was missing R&D credits and had no PTET election in place. After a retroactive R&D study and entity optimization, they recovered $124,000 and reduced their ongoing annual tax burden by $89,000.
Bypass the $10,000 SALT deduction cap with a Pass-Through Entity Tax election, recovering state taxes as a business deduction.
Learn more →Claim dollar-for-dollar federal tax credits for qualifying development, engineering, and process improvement activities.
Learn more →Optimize your business structure across LLCs, S-Corps, and holding companies to minimize tax exposure and maximize protection.
Learn more →A proactive tax strategy that reduces your overall tax burden when properly implemented.
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 Francisco 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.