4.9834 reviewsNow serving all of California
The right entitysaves realmoney.
LLC, S-corp, or holding structure, chosen from your actual numbers, then formed, documented, and reviewed as you grow.
- “Best tax preparation service I have used. Mauricio really takes care of his clients.”Juan M.
- “Mauricio literally saved the day and was so accommodating to my last minute requests.”Christine H.
- “I don't know how I would do it without Mauricio and his team.”Rafael R.
- “Alondra is amazing! She took the time to explain everything to me in detail.”Valerie M.
- “Mauricio will educate you on how to save money on your taxes and do it RIGHT!”Chelsea J.
- “Thank you for your patience, expertise, and easygoing professionalism throughout tax season.”Danielle C.
- “Mauricio did an excellent job walking me through the tax filing process being a property owner.”Cynthia R.
- “Mauricio, is amazing! Very knowledgeable & professional.”Ron B.
- “Mauricio and his team is the Best in the tax industry!”Marisol V.
- “Professional, and easy place to get your taxes done!! Recommended.”Donald S.
- “I cant express how happy I am with Mauricio and his team.”Peter F.
- “Both Christian and Mauricio were great.”Javier P.
- “Mauricio did an amazing job helping us with our taxes.”Theresa B.
- “Mari was so knowledgeable.”Teresa
- “Mauricio and Alondra were of great help!”Drew
- “Mauricio and his team are amazing.”Lizbeth P.
Should my business be an LLC or an S corporation?
It depends on profit, owner pay, and plans for growth or sale. Many owners save on self-employment tax with an S-corp election once profit is high enough to support a reasonable salary. We run your actual numbers, recommend the structure, then form, elect, and document it. Free consult, online anywhere in California.
Updated November 2026. Serving all of California online.
What we handle
Everything it takes to get this right.
Entity selection
Sole prop, LLC, S-corp, C-corp, and partnership compared against your income and goals.
Formation and registration
State filings, EIN, and initial registrations.
Operating agreements
Ownership, profit splits, decision rights, and exit terms.
S-corp election
Filed correctly, with salary and distributions balanced.
Holding structures
Multiple businesses, real estate, and investments organized together.
Restructuring and conversion
Convert, merge, or restructure without unnecessary tax.
What's included
What you get with entity structuring & succession.
What you'll get
- Your entity options modeled against your real numbers
- Formation filings, EIN, and registrations
- An operating agreement drafted
- S-corp election with salary and distribution guidance
- An annual structure review as you grow
What to have ready
Don't have it all? Call anyway. We'll help you gather it.
- Projected or current business income
- Number of owners and ownership split
- Existing entity documents, if any
- Plans for hiring, raising money, or selling
How pricing works
Every engagement is a flat fee, quoted in writing after your free 30-minute consult. No hourly billing, no surprise invoices. You'll know the full cost before any work begins.
Get my flat-fee quote
Who we help
Built for situations like yours.
New business owners
Choosing the right entity before filing anything.
Growing businesses
Electing S-corp status, adding an entity, or restructuring.
Multi-business and asset owners
Structures that isolate liability and save tax across entities.
The process
How it works.
- 01
Entity assessment
Income, assets, goals, and growth plans reviewed.
- 02
Structure design
The plan and fee modeled before anything is filed.
- 03
Formation and filing
Paperwork filed, EIN obtained, operating agreement drafted.
- 04
Annual review
Structure revisited as your business changes.
- businesses served across California
- 500+
- businesses served across California
- average rating across 834 Google and Yelp reviews
- 4.9
- average rating across 834 Google and Yelp reviews
- years serving California owners and families
- 25+
- years serving California owners and families
Online, statewide
Start online. From anywhere in California.
No office visit, no waiting room. Our online team handles everything by phone and video, with secure upload and e-signature.
- 01
Call or book
Talk to the online team today, or book a free 30-minute consult.
- 02
Upload and sign
Send documents securely and e-sign from your phone or computer.
- 03
We take it from here
We handle the work and the IRS, and keep you updated.
Most clients start with a call
Call nowThe online team answers your questions, looks at your situation, and books your free consult. English and Spanish.
In-person meetings with the owner are by appointment only, for complex or high-value matters, with a $250 consultation fee.
Client voices
From clients who've been there.
Free 30-minute structure assessment with a senior advisor.
Common questions
Straight answers.
How do I know which entity is right for my business?
It depends on profit, number of owners, liability exposure, and plans to raise money or sell. We model the options against your actual numbers before recommending one.
Should I elect S-corp status?
Often worth considering once profit is high enough that savings on self-employment tax outweigh the added payroll and filing costs. We run the numbers for you.
What does formation include?
State filings, EIN, operating agreement, and initial registrations, plus the tax elections that go with your structure.
I'm already an LLC. Can I change to an S-corp or restructure?
Yes. An LLC can usually elect S-corp tax treatment, and other conversions are possible. Timing matters, so talk to us before year-end.
What does it cost?
A flat fee quoted in writing after a free 30-minute structure assessment.
Service area
Serving clients online across California
Same team and same standards, wherever you are. No office visit needed.
Get started
Starting or restructuring? Get the structure right first.
Free 30-minute structure assessment with a senior advisor.