Guidance organized around your decisions.
Every engagement is anchored to the outcome that matters — keeping more of what you earn, making a confident business call, navigating a transition, or resolving a tax concern.
Tax Planning & Strategy
Proactive planning that turns tax season into a confirmation of decisions you already made with clarity.
We start by getting to know you and your goals so we can bring awareness to the tax scenarios behind real decisions. We never recommend making a business decision on tax consequences alone — but we do help you choose the most tax-advantaged solution within your range of risk tolerance.
Our planning work often includes multi-year projections, entity considerations, owner-compensation reviews, and evaluation of reasonable planning positions across federal and California tax exposure.
- Proactive tax planning & projections
- Entity structure evaluation
- Owner compensation & distribution planning
- Investor & rental-property tax planning
- Tax-risk evaluation and reasonable planning positions
Business Advisory
You have questions. We help translate the numbers so you can concentrate on running the business.
Business owners deserve an objective opinion from someone who has walked alongside similar companies. We help interpret financial information, evaluate options, and coordinate with the other professionals guiding your business.
Whether the question is about a new hire, a lease, a distribution, or a change in direction, we aim to give you the financial context you need to make a confident call.
- Financial statement interpretation
- Owner-facing advisory conversations
- Coordination with your professional team
- Support for closely held business decisions
Transactions & Life Changes
Business purchases, real estate moves, retirement, and family transitions each carry tax consequences that are easier to shape before decisions are locked in.
Andi’s CVA background and years of tax experience come together when clients are considering the purchase or sale of a business. We help evaluate structure, deal terms, and after-tax outcomes alongside your attorney and financial advisor.
The same discipline applies to real estate, retirement, and family changes — we look at the whole picture so you can move forward with fewer surprises.
- Business purchase & sale support
- Real estate decisions and 1031 considerations
- Retirement transition planning
- Family and estate-related tax coordination
Tax Preparation & Representation
Careful preparation year to year — and calm, competent representation when the IRS or a state agency reaches out.
Preparing your own return under today’s complex tax code often leaves more questions than answers. We stay current on new legislation, rules, and regulations so you don’t have to, and we work to identify positions and opportunities that might otherwise be missed.
When a tax notice arrives, we step in as your point of contact — coordinating and communicating directly with the IRS or the applicable authority so you can get back to what matters.
- Individual & business tax preparation
- Multi-state and complex return support
- IRS notices & correspondence handling
- Tax controversy support and representation
Not sure which conversation to start with?
A Tax Clarity Review is the simplest way to talk through what’s ahead and identify where Alumbra can help.