Los Angeles · Los Angeles County
Startup accounting and pre-exit tax planning for Santa Monica founders.
Santa Monica's technology and media corridor produces funding rounds, secondary sales and acquisitions, and the tax outcome is usually decided long before the closing date.
What we focus on for Santa Monica clients
- Planning before a raise, secondary sale or exit
- Stock, option and qualified small business stock questions
- Startup bookkeeping and investor-ready reporting
Industries we know well in Los Angeles County
Technology · Media · Professional services · Startups
Whether your books are clean and you want year-round planning, or you are catching up on a few years of returns, the conversation starts the same way: a free consultation.
How engagements work
Most Santa Monica engagements run remotely with secure document portals and shared-screen review meetings. In-person meetings at our offices are available when the work calls for it, such as onboarding, structure design or year-end planning. Serving clients nationwide.
Explore Santa Monica: local attractions and outdoor experiences
Santa Monica's beachfront setting brings together pier amusements, broad sandy beaches and bluff-top paths. Visitors can experience the bay at different levels: on the sand, above the water on the pier or from the landscaped overlooks along Ocean Avenue.
Santa Monica Pier
The historic pier combines amusement rides, a carousel, restaurants and views across Santa Monica Bay. Pacific Park's oceanfront setting makes it a distinctive family entertainment stop along the Southern California coast.
Palisades Park
Paths along the Ocean Avenue bluffs offer Pacific views, landscaped gardens and public art. The park gives visitors a quieter way to enjoy the coast above the beach and pier activity.
Santa Monica State Beach
The broad beach provides space for swimming, volleyball and shoreline recreation. Beachfront paths connect it with the pier and surrounding coastal destinations, making walking and cycling part of the visitor experience.
What Santa Monica clients get
- Know GuaranteeAfter our strategy work is done, you will know with 100% certainty how to reduce tax and protect your wealth. Guaranteed.
- Savings PromiseIf you execute the plan we build for you, it will save you on tax. Guaranteed, in writing, every year.
- Accuracy GuaranteeIf we do your books, we guarantee 100% filing accuracy.
Included in one platform
- Unlimited 50-State Entity SetupYou can request any entity type in all 50 states with just a few clicks, as much as your heart desires.
- 50-State Registered Agent ServicesAdded registered agent when you set up entities in any US jurisdiction. Anonymous entity formations are available as well.
- To Do AutomationOur robust automation feature allows you to stay ahead of the things you might forget. The system intelligently figures out things you forgot to do or still need to be done.
- Teach Me LibraryOur library is an easy way to stay in touch with what is required for your entity types and the library includes various categories to serve as tips for you - this is very curated and simple reading to be able to just know.
- Robust Reports™ & Robust Alerts™Our robust reporting & alerting feature allows you to stay ahead of the issues that arise from having multiple different entities set up as part of your estate.
Nearby in the Los Angeles Metro
Free consultation, up to 60 minutes
See what last year's return cost you.
Bring one return. Leave the call knowing what we would change, what it saves and what it costs. Consults and quotes are free.