Rancho Palos Verdes · Peninsula CPA
CPA & tax planning in Rancho Palos Verdes
Rancho Palos Verdes is a mostly residential coastal city, home to many business owners, executives, practice owners and real estate investors who run their companies from the Peninsula. CPA Torrance provides CPA-led tax planning, bookkeeping and CFO advice to Rancho Palos Verdes owners.
- Owners and executives on the Peninsula
- High-income tax planning
- Real estate and investments
In short
What tax planning do Rancho Palos Verdes business owners need?
Peninsula business owners often have high income from several sources: an operating business, rental properties and investments. Coordinated planning around entity choice, owner pay, retirement plans, the California PTET and real estate depreciation usually saves the most. CPA Torrance reviews these together each quarter.
- Typical clients
- Owners, executives, investors
- Common income
- Business, rentals, investments
- Drive from our office
- About 20 minutes
- Focus
- Coordinated tax planning
Services in Rancho Palos Verdes
Accounting for Peninsula business owners
Many of our Rancho Palos Verdes clients own businesses based elsewhere in LA County or run consulting and investment companies from home.
Bookkeeping Services
- Catch-up and clean-up bookkeeping
- Class and location tracking
- Bank and credit card reconciliations
- Sales and use tax tracking
- Monthly profit and loss and balance sheet
Tax Planning & Strategy
- S corporation and reasonable salary planning
- Entity structure review
- Retirement plan contributions
- Year-end tax planning meeting
- Multi-state income review
Tax Preparation & Filing
- IRS and FTB notice response
- CDTFA sales tax returns
- Due-date tracking for every filing
- Federal business returns (1120, 1120S, 1065)
- Owner individual returns
Fractional CFO Services
- Investor and board reporting
- Debt and lease decisions
- Budgets and KPI dashboards
- Bank and SBA loan packages
- Hiring and expansion planning
Rancho Palos Verdes tax planning
Planning for Peninsula owners
When income comes from several places, the best plan looks at all of it together.
Book a 15-min callBusiness and rental income
We plan operating business income alongside rental losses and depreciation.
Exit planning
Selling your business? We plan the structure and timing to reduce tax.
Retirement and estate coordination
We work with your financial advisor and attorney on retirement and estate tax goals.
Who we work with
Rancho Palos Verdes businesses we work with
Our Peninsula clients are mostly established owners and investors.
Business owners
Coordinated business and personal planning.
Real estate investors
Rental books and depreciation.
Consultants
Entity, estimates and retirement plans.
Practice owners
Medical, dental and legal practice planning.
Why Rancho Palos Verdes businesses choose CPA Torrance
Areas we cover
Serving all of Rancho Palos Verdes
We serve Rancho Palos Verdes and the rest of the Palos Verdes Peninsula.
FAQ
Rancho Palos Verdes tax questions
Not covered here? A 15-minute call gets you a straight answer for your situation.
Do you work with real estate investors?
Yes. We keep rental books, plan depreciation and review cost segregation and passive loss rules.
Can you help me plan the sale of my business?
Yes. We model asset versus stock sales, installment options and timing with your attorney and broker.
Do you coordinate with financial advisors?
Yes. We share tax projections with your advisor so investment and tax decisions line up.
Can we meet by video?
Yes, or at our Torrance office.
How do I start?
Book a 15-minute call.
Nearby South Bay cities
Coordinate your business and personal taxes.
Book a 15-minute call with a Torrance CPA.