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Orange County Tax Planning Services That Help You Keep More of What You Earn

Serving LLCs, S Corps, 1099s, and investors across Irvine, Anaheim, Newport Beach, and beyond.

Who We Help in Orange County

Orange County business owners often pay more than they need to — not because they’re doing anything wrong, but because no one’s ever shown them a better way.

We specialize in helping:

  • Solo LLC owners and 1099 contractors

  • S Corps and multi-partner businesses

  • Real estate investors and Airbnb hosts

  • Coaches, consultants, and high-income earners

Whether you’re in Irvine, Costa Mesa, Anaheim, or Laguna Beach, we’ve helped business owners just like you legally reduce their tax bills by thousands.

Tax Planning Services We Offer

At KDA, we don’t believe in one-size-fits-all tax advice. Every business owner in Orange County faces unique income levels, risk tolerance, and goals — which is why every tax plan we create is built custom.

Here’s how we help you legally reduce your tax liability while staying 100% IRS-compliant:


🏛 Entity Structuring & S Corp Election

Most Orange County LLCs can dramatically reduce self-employment tax by electing S Corporation status — but only if it’s the right fit. We’ll help you:

  • Evaluate when (and if) the S Corp election makes sense

  • Determine a compliant “reasonable salary”

  • File IRS Form 2553 on time and correctly

  • Set up compliant payroll systems to avoid penalties

Example:
A client in Costa Mesa making $120K/year cut $7,800 in SE tax after electing S Corp status and setting a $45K reasonable salary.


🏠 Augusta Rule: Rent Your Home to Your Business

Host quarterly planning sessions or video shoots from your home? The Augusta Rule (Section 280A) lets your business pay you rent — up to 14 days per year — and you don’t pay tax on that income.

We’ll help you:

  • Set fair market rental rates using local comparables

  • Create audit-proof rental agreements

  • Schedule legitimate business meetings and keep documentation

Orange County Advantage:
We’ve helped clients in Newport Beach, Fullerton, and Irvine secure $10K+ in annual tax-free income using this rule alone.


🚗 Vehicle & Mileage Optimization

Whether you’re driving to client sites in Anaheim or hauling inventory around Laguna Hills, we’ll help you:

  • Choose between standard mileage vs actual expenses

  • Track deductions cleanly with mobile apps like MileIQ

  • Understand how to deduct leased vehicles, SUVs over 6,000 lbs, and electric cars with credits


👨‍👩‍👧‍👦 Hire-Your-Kids Strategy

If you’re a family-run business, this is huge. Pay your children through your business for real, documented tasks and write off their wages — all while paying them $0 in federal income tax (under the standard deduction limit).

We help Orange County clients:

  • Set up compliant payroll for minors

  • Assign age-appropriate tasks (admin, photo shoots, editing, events)

  • Fund Roth IRAs for tax-free family wealth building


🏢 Home Office Deduction (Safe Harbor & Actual Method)

Many OC entrepreneurs are still underusing this deduction. Whether you work from your home in Mission Viejo or an ADU in Garden Grove, we’ll help:

  • Measure your business-use space

  • Choose between simplified and actual methods

  • Document your usage to withstand audit scrutiny


🏦 Retirement Contributions

Maximize deductions while setting yourself up for long-term tax-free growth:

  • Solo 401(k)s for high-contribution flexibility

  • SEP IRAs for side-hustle earners or solopreneurs

  • Defined Benefit Plans for high-income earners in OC nearing retirement


🏘 Cost Segregation for Property Owners

If you own commercial or residential investment property in Orange County, we’ll show you how to:

  • Accelerate depreciation

  • Use bonus depreciation on renovations

  • Combine cost seg with 1031 exchange strategies

Clients in Laguna Niguel and Orange have used this to unlock $40K+ in first-year write-offs.


📋 Custom 12-Month Tax Plan

At the end of your strategy session, you’ll receive a detailed 12-month tax savings blueprint. This includes:

  • Entity recommendations

  • Deduction targets

  • Estimated savings

  • Compliance checkpoints

  • Implementation calendar by quarter


 

Why Orange County Business Owners Choose KDA

Orange County is full of successful business owners — but most are still flying blind when it comes to taxes. Their accountant files what already happened. We help you change what will happen next.

Here’s why OC entrepreneurs trust KDA to plan their tax strategy:


🎯 We Specialize in Tax Planning — Not Just Filing

Most CPAs focus on April. We focus on next quarter, next year, and next 5 years. You’ll never hear, “Let’s wait and see.” We tell you what to do now to lower what you owe later.


🌴 Deep California + FTB Knowledge

California is one of the most aggressive states when it comes to audits and penalties. We understand the Franchise Tax Board (FTB), Los Angeles and Orange County quirks, and what compliance actually means for you — from estimated payments to payroll triggers.


💡 High-Income, High-Savings Strategies

We don’t “hope” your write-offs stick. We build structured plans that hold up under audit — designed for people making $100K, $250K, even $500K+.

Whether you’re a Newport Beach consultant, an Irvine software contractor, or an Anaheim investor — we help you keep more of what you earn.


🧠 Flat-Rate Planning — No Surprise Billing

We ditch hourly fees. Our pricing is flat and transparent. You’ll know exactly what you get:
✔ A 12-month plan
✔ Documentation templates
✔ Strategy call breakdowns
✔ Ongoing access if you upgrade


🧱 Implementation Support Built-In

You don’t just get ideas — you get help putting them in motion. We’ll walk you through:

  • How to file an S Corp election

  • How to set payroll with Gusto

  • How to track mileage

  • How to document board meetings

  • How to hire your kids the IRS-compliant way


🔒 Results + Compliance

We play to win and play by the rules. You’ll sleep better knowing your strategy is both aggressive and audit-resistant.


Bottom Line:
If you’re serious about building long-term wealth, and you’re tired of overpaying simply because no one gave you a plan — we’re the team you call.

Case Study: How Christina in Irvine Saved $21,000 in One Tax Year

Background:
Christina runs a 2-person online marketing agency based out of Irvine, CA. She made $185,000 in 2024 and had no formal tax strategy beyond what her bookkeeper handed to her CPA.

She was frustrated.
She felt like she was making good money — but her tax bill kept getting bigger.


Our Assessment:
On our initial strategy call, we identified 5 major issues:

  • No entity structure: she was paying full self-employment tax

  • No family employment setup: her teenage son helped with editing but wasn’t on payroll

  • No retirement planning in place

  • No mileage or Augusta Rule documentation

  • Missed QBI deduction due to income stacking


The Plan We Implemented:

✅ Switched her to an S Corp mid-year with proper payroll setup
✅ Added her son as a part-time employee at $12K/year
✅ Used the Augusta Rule 10 times/year for content planning days
✅ Set up a Solo 401(k) with pre-tax contributions
✅ Created clean logs for mileage and business travel


Result:
$21,360 in total tax savings, including:

  • $8,400 in self-employment tax savings

  • $3,200 from Augusta Rule

  • $4,800 via family employment

  • $5,000 in deductible retirement contributions


Client Quote:
“I didn’t even know strategies like this existed. I’ve had a CPA for 7 years — and no one ever asked me these questions before.”
— Christina D., Irvine


 

How It Works

Most business owners in Orange County think tax planning is confusing, time-consuming, or only for big companies.

It’s not.

We’ve made it simple — and built to save you thousands without adding stress to your schedule.


✅ Step 1: Book Your Free Strategy Session

You’ll meet with a senior tax strategist who’s worked with California business owners like you. We’ll ask the right questions to uncover hidden tax-saving opportunities.


✅ Step 2: We Review Your Setup

We analyze your:

  • Entity type

  • Income streams

  • Payroll structure

  • Past filings

  • Deduction history

…and compare it to the strategies you should be using.


✅ Step 3: Receive Your Custom 12-Month Plan

You’ll get a detailed roadmap showing:

  • Where you’re overpaying

  • What to change

  • How much you could save

  • What to do each quarter

We can implement it with you — or hand it to your current CPA.


Bonus: Ongoing Support Options

Want us in your corner throughout the year? We offer flat-rate advisory plans that cover:

  • Quarterly reviews

  • Audit protection prep

  • Unlimited strategic questions

You never have to guess again.

Proudly Serving All of Orange County

We work with business owners across all major Orange County cities — virtually and in-person when needed. Whether you’re based in a coastal city or further inland, we’ve got you covered.

Cities We Commonly Serve:

  • Irvine

  • Costa Mesa

  • Newport Beach

  • Anaheim

  • Tustin

  • Santa Ana

  • Huntington Beach

  • Fullerton

  • Orange

  • Laguna Niguel

  • Garden Grove

  • Mission Viejo

High-Intent ZIP Codes We Work In Often:
92618, 92660, 92704, 92807, 92626, 92801, 92780, 92691, 92806, 92647

Industry Examples in OC:
We’ve helped real estate investors in Laguna Beach, agency owners in Irvine, and consultants in Anaheim unlock $5K–$25K in legal tax savings — year after year.

Ready to take Control of your Tax Bill?

IIf you’re earning good money but feeling like the IRS is your silent business partner, now’s the time to change that.

We’ve helped LA business owners save $5,000–$25,000+ per year by applying smart, legal strategies that most CPAs don’t bring up.

Book your free 1-on-1 strategy session now.
We’ll walk through your current setup and show you exactly where you’re overpaying.

 

Book Your Strategy Session Here »

 

FAQ

Q: Is this different from tax preparation?
Yes. Tax prep is filing what already happened. Tax planning helps you control the outcome — before the IRS sees it.

Q: Can I work with you if I’m outside of LA?
Absolutely. We work remotely with clients across California and nationwide. But if you’re in LA, you benefit from our deep knowledge of local compliance and tax quirks.

Q: Do I need to have an LLC or S Corp already?
No. We help many clients figure out when it’s the right time to set up or restructure their entity for tax savings.

 

Q: Is the strategy session really free?
Yes. There’s no cost or pressure. We’ll audit your current setup and show you exactly where tax savings might be hiding.