Silicon Valley founders face the highest combined tax burden in the nation. QSBS, R&D credits, and entity optimization are not optional at these rates.
CA top rate 13.3%. Extremely high-income metro. Founders and business owners here face the highest combined tax burdens in the country.
San Jose business tax based on number of employees or gross receipts (relatively modest). CA state taxes are the primary burden.
A San Jose hardware startup with $4.2M in revenue had never claimed R&D credits or structured for QSBS. After a retroactive R&D study and entity restructuring, they recovered $167,000 and positioned future gains for QSBS exclusion.
Claim dollar-for-dollar federal tax credits for qualifying development, engineering, and process improvement activities.
Learn more →Structure qualifying small business stock to potentially exclude up to $10M in capital gains from federal taxes on exit.
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 →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 Jose 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.