Tax Strategy, Representation & Planning—Rooted in Trust

We help individuals and businesses navigate complexity, protect what they’ve built, and grow wealth through clear, client-centered tax strategy and financial planning.

Photo Representation

Representation

Facing the IRS and the FTB can be daunting, but it doesn't have to be. As an Enrolled Agent, Samir specializes in representing clients in controversies before the IRS and the State. From audits and appeals to petitioning the U.S. Tax Court for relief, we serve as your advocate every step of the way. We navigate complex IRS procedures, minimize liabilities, and pursue the most favorable outcome possible.

With today’s increasingly intricate tax laws, having a knowledgeable partner isn’t just helpful—it’s essential. Schedule a consultation to learn how we can represent your interests and guide you through government actions.

Tax Planning

Many individuals and businesses overpay federal taxes—often unknowingly—by missing opportunities such as underutilized credits or poor timing. We design tax plans tailored to each client’s unique circumstances, ensuring that every available advantage is on the table.

From eliminating capital gains through Section 1202 Qualified Small Business Stock, to tax-free growth in Qualified Opportunity Zones, to deferring up to $280,000 annually through strategic retirement planning, we provide forward-looking, sophisticated guidance. Our role is to help you navigate the ever-evolving federal tax code and craft a plan that builds lasting generational wealth.

Business Management

Launching and running a business takes more than just talent—it requires strategic insight and careful planning. Our team provides comprehensive business management services tailored to professionals across Southern California’s diverse economy. From selecting the right business structure and designing employee compensation plans to conducting valuations and reducing liabilities through targeted tax credits, our decades of experience gives clients peace of mind. With us handling the details, you can stay focused on what you do best.

Schedule a consultation to see how smart planning can help your business thrive.

Photo Intellectual Property

Intellectual Property

For businesses and creators in the creative economy, intellectual property is often their most valuable asset. With three decades of experience working in this space, Samir helps clients leverage and protect these assets through smart tax and business strategies.

We specialize in the nuanced tax treatment of intellectual property, working with composers, podcasters, authors, labels, and other creative professionals. Whether it's amortization and royalty structuring, installment sales, or capital planning, we help clients protect their investments while maximizing tax benefits.

Partner with us to turn your creative work into lasting financial strength. Book a consultation with Samir to discuss your intellectual property.

Business Management Case Study #1

Business Acquisition

Resolution Timeframe: 3 Months

Our firm was engaged to advise a first-time business owner on acquiring a long-standing retail practice.

We began by conducting a detailed valuation to assess the practice’s true profitability. From there, we structured a comprehensive acquisition package that balanced legal protections, tax efficiency, and lending requirements. As part of the negotiation, we secured a 90-day post-sale operating period to ensure patient continuity and maintain revenue flow during the transition.

Our work didn’t end at closing. Post-purchase, we continue to provide the client with ongoing financial planning, tax strategy, payroll, and bookkeeping support

Outcome: A smooth, trust-based acquisition that preserved the practice’s goodwill and positioned the buyer for financial success. This case highlights our belief that professional guidance should not only solve financial and legal challenges—but also provide the clarity and confidence first-time owners need to thrive.

We offer more than tax strategy—we offer partnership, reliability, and support that grows with your business.

Case Study #2

Creating and Launching a Medical Practice

Resolution Timeframe: 4 Months

In early 2025, a nationally recognized physician engaged our firm to develop and launch a new outpatient clinical research site.

We led the full-scope formation of the enterprise—from corporate structuring and bylaws to site planning, staffing, and financial modeling. We built a comprehensive pro forma that included a 12-month cash flow forecast covering startup costs, personnel, operations, and complex modeling of clinical trial cadence. A comprehensive staffing plan was created to support up to 20 concurrent trials, with compensation benchmarked at the 10th percentile for Los Angeles County.

To attract and retain top talent, we designed a tax-efficient employee benefits package that included Incentive Stock Options, retirement contributions, and health and fringe benefits. This structure allowed the owners to benefit from multiple years of tax credits while maintaining a competitive compensation model.

Outcome: The business has already secured trial contracts from pharmaceutical sponsors, and is on track to exceed its first-year income projections. This project reflects our ability to translate tax and financial expertise into real-world business success—from the ground up.

 FAQs

    1. Slower Processing Times: Expect delays in processing tax returns, especially for paper and amended returns. Refunds could take longer than the typical 21-day target for e-filed returns.

    2. Reduced Customer Service: Reaching the IRS by phone or in person may become more difficult, with longer wait times.

    3. Extended or Delayed Audits: Audits may take longer or be reassigned without notice due to staffing issues.

    4. Shift in Audit Focus: Fewer overall audits, but increased focus on complex or high-value cases.

    5. Business Delays: Businesses may experience delays obtaining IRS documentation needed for transactions.

  • Yes! In fact, most audits are initially conducted by computer algorythims, not by humans. Below are some specific applications:

    • Risk Scoring: Uses algorithms to score returns for audit potential.

    • Data Matching: Compares return data with third-party info (e.g., W-2s, 1099s).

    • Predictive Analytics: Detects patterns associated with fraud or noncompliance.

    • Computer Audit Specialists (CAS): Analyze automated systems during audits.

    • Target Areas: Includes large partnerships, crypto, foreign assets, and employment taxes.

    • EFTPS Monitoring: Early alerts for discrepancies in reported income or deductions.

    • Installment Agreements: Pay over time through a monthly plan.

    • Online Payment Agreement: Quick setup for payment plans online.

    • Offer in Compromise (OIC): Settle your debt for less if you qualify.

    • Currently Not Collectible Status: Temporarily delays collection efforts due to financial hardship.

    1. Pass-Through Taxation

      1. LLC & Partnership: Income passes through to owners’ tax returns.

      2. S Corp: Same as above but with more formal structure.

    2. Self-Employment Taxes

      1. LLC: All earnings usually subject to self-employment tax.

      2. Partnership: Active partners pay self-employment tax on income.

    3. Payroll Taxes (income, FICA, etc.)

      1. S Corp: Salary subject to payroll tax; distributions are not. Shareholder owners must be paid a wage (i.e., w-2 payroll); medical and retirement are reported on w-2

      2. C Corp: Salary subject to payroll tax; fringe benefits (medical, etc.) are not taxed

    4. QBI Deduction (20%)

      1. All but C Corp structures qualify.

    5. Deducting Losses

      1. Partnership: Can include funds borrowed by partnership in basis, but cannot lend money to partnership.

      2. S Corp: Shareholders may lend money to their company; must track basis.

    6. Flexibility and Restrictions

      1. LLC & Partnership: Flexible profit/loss allocation.

      2. S Corp: Must follow ownership percentages; capped at 100 shareholders, one stock class, and cannot include foreign shareholders

    7. PTE (Pass-Through Entity) Tax Election

      1. Available to S Corps and Partnerships for deducting state taxes at the entity level

Have questions about your taxes or need more details about our services?