California takes 13.3% at the top bracket, and Sacramento business owners in healthcare, agriculture, and government contracting have major optimization opportunities.
CA top rate 13.3%. High SALT state. Many business owners here are government contractors or in healthcare.
No significant local business income tax. CA state taxes are the primary burden.
A Sacramento healthcare practice doing $2.2M in revenue was paying the full 13.3% CA rate with no PTET election. After PTET election, S-Corp restructuring, and a cash balance plan, annual savings reached $78,000.
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 →Reclassify building components to 5, 7, or 15-year property for accelerated depreciation and massive first-year deductions.
Learn more →Shelter $150,000 to $300,000+ per year through custom pension plans designed for high-income business owners.
Learn more →Claim dollar-for-dollar federal tax credits for qualifying development, engineering, and process improvement activities.
Learn more →We serve Sacramento 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.