Business Tax & Advisory
Tax Planning and Advisory for Business Owners
Most tax decisions are made long before a return is filed. We help you make them on purpose.
Rood & Dinis works with established, owner-led companies across Sacramento, Folsom and the Bay Area. As an independent, partner-led firm with no private equity backing, we give you an experienced team that knows your business, with partner access, and planning that happens during the year, while there is still time to act.
What proactive tax planning covers
Preparation reports what already happened. Planning shapes it. These are the decisions we work through with owners every year.
01
Entity selection and structure.
S corporation, partnership or LLC: we model the options with your actual numbers before you decide, and revisit them as the business grows.
02
California PTE elective tax.
We evaluate the pass-through entity elective tax each year to see whether it can restore a federal deduction for you and your co-owners.
03
Owner compensation and distributions.
Reasonable compensation, distributions and retirement contributions, coordinated so they support each other instead of working at cross purposes.
04
Year-end timing.
A year-end projection while there is still time to act on equipment purchases, income and expense timing, and estimated payments.
05
Multi-state and growth questions.
New locations, remote employees and out-of-state customers can create filing obligations. We identify them before they become surprises.
06
Business and personal returns together.
Your company and individual returns are prepared by the same team, so every planning decision is reflected consistently.
Beyond the tax return
Good planning depends on reliable numbers. We support the accounting and reporting that sit underneath it.
01
Accounting and financial statements.
Monthly or quarterly accounting and financial statements you can manage the business from.
02
Compiled and reviewed statements.
Statements prepared for lenders and, for contractors, for bonding.
03
Coordination with your advisors.
We work alongside your attorney, banker and wealth advisor through our professional network, so your financial team works from the same plan.
How an engagement works
A year-round rhythm, anchored by the two reviews that matter most.
01
Quarterly projections.
We project your results every quarter, so estimates and decisions track what the business is actually doing.
02
Mid-year review, a cornerstone.
We compare results to plan and adjust strategy while every option is still open.
03
Year-end review, a cornerstone.
We project the full year, recommend final moves and confirm decisions with you before December 31.
04
Outreach as opportunities arise.
When a law change, purchase or ownership question opens an opportunity, we reach out to you first.
05
All compliance, handled.
Business and personal returns, estimated payments and filings are prepared and filed on schedule.
06
Accessible throughout the year.
Your team is reachable all year, with partner access whenever you need it.
Industries we know well
Owners in these industries rely on our planning: Construction, healthcare, law firms, engineering, architecture, manufacturing, wealth management.
Medical practices.
Read how we improved a six-location practice’s accounting and found more than $100,000 in tax savings.
Practice real estate.
Read how planning on a building purchase produced a $655,000 federal deduction.
Manufacturing.
Read how a single-owner manufacturer gained year-round support and recovered tax.
Every client has an experienced team, with partner access. We return every call and email within one business day.
Frequently asked questions
Have a question that isn't answered here? Contact our team. We return every call and email within one business day.
What is the difference between tax planning and tax preparation?
–
Preparation reports what already happened. Planning shapes it: entity, timing and compensation decisions made during the year, while they can still change the outcome.
Should my business be an S corporation?
–
It depends on profit level, payroll and state factors. We model the options with your numbers before you decide.
What is California’s PTE elective tax?
–
An election that lets qualifying pass-through entities pay California tax at the entity level, which can restore a federal deduction for owners. We evaluate it every year.
When should we meet?
–
At least mid-year and again before year-end, so there is still time to act. Many clients also meet with us before any major purchase, hire or ownership change.
Is Rood & Dinis independent?
–
Yes. We are an independent, partner-owned CPA firm with no private equity backing, so our priorities are our clients and our people.
Who handles my work day to day?
–
An experienced team that knows your history handles the day-to-day work, with partner access when you need it.
Plan this year before it plans you.
Schedule a conversation with our team about your business and your goals. We return every call and email within one business day.
