Tax Planning & Preparation

Keep more of what you earn — every single year.

Aberny CPA goes far beyond filing returns. We build proactive tax strategies year-round so you're never caught off guard and always positioned to minimize what you owe.

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Tax Planning & Preparation

Federal · California · Multi-State

Year-Round

Proactive planning — not just a once-a-year call

Fed & CA

Federal and California state returns handled together

Business & individual returns (all entity types)
Quarterly estimated tax scheduling
Year-round strategy sessions included
Retirement plan optimization
Multi-state compliance available

What’s Included

Everything covered under this service

A detailed look at what Aberny CPA handles on your behalf — so nothing is left to chance.

Federal and California state tax returns for all entity types (S-Corp, C-Corp, LLC, Partnership, Schedule C)
Year-round tax planning and quarterly strategy reviews
Estimated tax payment scheduling to eliminate underpayment penalties
Qualified Business Income (QBI) deduction analysis and optimization
Retirement plan selection and contribution strategies (SEP-IRA, Solo 401k, Defined Benefit)
Capital gains planning and tax-loss harvesting coordination

S-Corp reasonable compensation analysis and W-2 setup
Depreciation and Section 179 / bonus depreciation planning
Multi-state tax compliance for businesses operating across state lines
California FTB compliance, franchise tax, and estimated payments
Prior-year amended returns (1040X, 1120S, 1065) to recover missed deductions
Proactive identification of available credits (R&D, WOTC, EV, energy)

How It Works

Our process, from first call to ongoing support

We make getting started simple. Here’s what to expect when you work with Aberny CPA.

Free Consultation & Return Review

We review your prior returns, identify missed opportunities, and understand your goals.

Custom Tax Strategy

We build a tax plan tailored to your entity, income mix, and industry — with concrete action items.

Quarterly Check-Ins

We meet each quarter to adjust estimates, review changes, and stay ahead of new tax law.

Accurate, On-Time Filing

We prepare and file all returns, handle extensions as needed, and keep you fully informed.

Post-Filing Planning

We immediately begin planning for the next year — no waiting until December.

Industry Expertise

Tax strategies built for your industry

Generic tax advice costs you money. We specialize in the industries we serve — so nothing gets missed.

Doctors & Medical

Entity structuring, retirement maximization, PLLC vs S-Corp analysis, and physician compensation planning.

Contractors

Job costing, AB5 compliance, 1099 management, and estimated tax strategies for construction businesses.

Restaurants & Cafés

Tip reporting, FICA tip credits, sales tax, and cash flow management for food & beverage businesses.

Real Estate

1031 exchanges, cost segregation, passive activity rules, and rental property tax optimization.

Service Businesses

Deduction maximization, home office, vehicle use, and quarterly estimated tax planning for service providers.

Not sure if we’re a fit?

We work with many industries beyond this list. Book a free consultation and find out.

Where We Serve

Tax planning for businesses across Southern California

Based in Rancho Cucamonga, we work with clients across the region — in person and remotely.

Rancho Cucamonga Ontario Upland Fontana Claremont Riverside Corona Los Angeles Pasadena Irvine Newport Beach San Diego Temecula

FAQ

Common questions about this service

How is tax planning different from just filing my taxes?

Tax filing is backward-looking — it records what happened. Tax planning is forward-looking — it shapes what will happen. We work with you throughout the year to time income, accelerate deductions, choose the right retirement contributions, and make decisions that reduce your bill before it's set in stone.

When should I start tax planning — do I need to wait until year-end?

No — the best time to start is now, regardless of where you are in the year. Even mid-year or after major life events (new business, sale of property, large income spike), there are still meaningful moves available. The earlier we start, the more options we have.

Do you handle both personal and business returns?

Yes. Most of our clients need both, and we handle them together. This matters because your business structure directly affects your personal tax situation — and someone who only does one or the other will miss the full picture.

What if I've been using TurboTax or a seasonal preparer?

We transition clients from DIY software and seasonal services regularly. We'll review your prior returns as part of onboarding, identify any missed deductions or errors, and file amended returns if it makes sense. Many clients recover significant overpayments from prior years in their first year with us.

Can you handle California FTB issues as well as IRS issues?

Yes. California has its own tax rules, franchise taxes, estimated payment requirements, and audit processes that differ significantly from federal. We handle both and stay current on California-specific tax law changes.

Let’s Talk

Ready to work with a CPA who gets your business?

Schedule a free 30-minute consultation. We’ll review your situation and show you how Aberny CPA can help.

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