We provide business tax advising, tax planning, retirement plan selection and tax preparation services throughout the year for all entity types:

  • LLCs (limited liability companies - for all states in the USA)
  • C corporations
  • S corporations
  • Partnerships
  • Sole proprietorships and estimated tax calculations
  • New businesses and start-ups - Advising for tax effect of various business structure options
  • 401(k)-owned corporations
  • IRA LLCs
  • Retirement plan selection for optimum contributions with minimal tax impact

Areas of specialty include service companies, consultants, real estate investors, real estate professionals, new businesses and start-ups, 401(k)-owned corporations and IRA LLCs.

Additional specialization in use of 401(k) funds and IRA funds to purchase a business, a franchise or other business interest. See recommended resources below.


Guidant Financial Group - Fund a new business venture with IRA or 401(k) funds.
Ron Fouts 1-415-812-2576 Highly respected self-directed IRA LLC and self-directed 401(k) facilitators.
Helping business owners to acquire a franchise, a business or other nontraditional investments with their IRA and 401(k) funds. Click below to learn more:

Buy a business or franchise with retirement funds. No Tax. No Penalty
Small business development center
The Silicon Valley SBDC offers numerous free services to small business. These services include free expert consulting services, concentrated training, information resources, multiple locations and various seminars
San Jose Entrepreneur Center
Expert assistance (free) for building and expanding your business, excellent classes, sign up for their events calendar. - Free technology reviews, website reviews for local businesses
Small Business Technology Advisory Program SBDC-TAP

Not-for profit organization that offers free or low fee classes to persons interested in learning about available business technology and also offers counseling about technologies for small business empowerment.

Steve Pappas - Attorney - LLC and other entity formations - Business planning and litigation (650) 858-8400 550 South California Avenue, Suite 320, Palo Alto, California 94306