Consultants and advisors typically move between W-2 and 1099 income, manage their own retirement contributions, and face entity decisions that are difficult to unwind later — LLC versus S corporation, home office deductions, and quarterly estimated payments.

We help self-employed professionals structure compensation efficiently, track deductible business expenses, and build a tax calendar so nothing is missed between projects.

Planning covers income timing, retirement vehicles, and the transition from employee to independent practice — or the reverse. Returns are reviewed with the same discipline applied to larger business clients.

Services are remote by default, with in-person meetings available in California.