Business returns & quarterly rhythm
Federal and California returns for S-corps, partnerships, and owner 1040s — plus quarterly estimate planning so April isn't a surprise. Business returns typically run $2,000–$3,000 depending on complexity.
Carlsbad · San Diego · North County
A business CPA for Carlsbad and San Diego owner-operators.
Most local CPAs file what already happened. Owners here need the year-round version — entity clean-up, reasonable S-corp comp, quarterly estimates, and a plan that talks to the portfolio. We run that, remotely and in-person, for business owners across Carlsbad, San Diego, and the North County coast.
California-licensed CPA practice. We serve owner-operators statewide — with a concentration in San Diego County.
What we handle
Tax work that doesn’t end at the return.
Carlsbad and San Diego owners tend to share the same gap: a preparer who files on time and nobody coordinating the year-round moves that actually change the bill. We own both sides.
S-corp comp & distribution review
Reasonable-compensation analysis, W-2 vs distribution planning, and payroll coordination. We document the rationale so the salary decision holds up if anyone asks.
California-specific planning
The CA $800 minimum tax, the 1.5% S-corp tax, residency rules, pass-through entity tax (PTET) elections, and the pieces out-of-state preparers routinely miss.
Wealth coordination
Owner income and K-1 distributions coordinated with the long-term portfolio through Measured Risk Portfolios, so the balance sheet actually grows alongside the business.
Who we fit
Built for San Diego owner-operators, not generic 1040 prep.
Profitable Carlsbad / San Diego businesses in the $2M–$50M range with an S-corp or partnership that never got a proper entity and comp review.
Business owner tax planningSan Diego biotech, tech, and finance employees with RSUs, ISOs, or concentrated stock positions that the 1040-only preparer isn't planning around.
RSU & equity comp planningNorth County owners 12–36 months from a sale, recap, or partner buyout where entity structure, basis, and California residency still move the net number.
Selling a businessCalifornia S-corp owners trying to get reasonable compensation, distributions, and PTET working together — without leaving self-employment tax savings on the table.
S-corp tax planningHow we work
Local when it helps. Remote-fluent either way.
Most of the work runs remotely — secure document portal, video calls, and a shared quarterly calendar. Owners in Carlsbad, Encinitas, Del Mar, Oceanside, La Jolla, and downtown San Diego can meet in person when a meeting warrants it.
- Step 01
Intro call
A 30-minute conversation to understand the business, the entity, and where tax and investment decisions are being made today.
- Step 02
Diagnostic review
We review the last two returns, entity structure, owner comp, and portfolio. You get a written snapshot of gaps and the two or three highest-value moves for the current year.
- Step 03
Quarterly rhythm
Tax work runs through Matt Reese, CPA on a quarterly cadence. Advisory runs through Measured Risk Portfolios. One calendar, one team.
Frequently asked
What owners usually ask first.
Do I need to be in Carlsbad to work with you?
No. We serve owners across California and the rest of the country. San Diego County owners — Carlsbad, Encinitas, Del Mar, Oceanside, La Jolla, downtown — can meet in person when useful.
What size business do you work with?
Most of our clients are owner-operators in the $2M–$50M revenue range. Smaller is fine if the tax situation is complex (equity comp, multiple entities, a sale on the horizon); simpler situations are usually better served by a volume preparer.
How do tax and investment services connect?
Tax and accounting services are provided through Matt Reese, CPA. Investment advisory is provided through Measured Risk Portfolios, a registered investment adviser. They're separate entities, and clients are not required to engage both.
What does a business return cost?
Individual returns generally run $1,250–$1,500. Business returns generally run $2,000–$3,000. Complex multi-entity or equity-comp situations run higher. We quote the engagement before work starts.
Get started
Bring the business, the tax return, and the portfolio under one plan.
Start with a business-owner review. We look at the last two returns, the entity, the comp decision, and the portfolio, and tell you the two or three moves worth making this year.
Educational information only. Not tax, legal, or investment advice. Tax services provided through Matt Reese, CPA; investment advisory through Measured Risk Portfolios, a registered investment adviser. Separate entities.