Business Owners Doing $1M+ Per Year

If Your Tax Bill Is Over $200K A Year, We'll Cut It By $100K Before December 31st - Or You Don't Pay

Every strategy is backed by the tax code and fully documented, and you work with Kami herself, not a junior associate.

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The Firm Behind The Offer

25+
years of experience
20,000+
clients serviced
1:1
you work with Kami directly

Is This You?

Who Is This For?

Who This Is For:

  • You own a business in California and your tax bill, federal and state together, is over $200,000 a year.
  • Your CPA files your return but never calls with ideas to lower what you owe.
  • Every April it feels like you're paying the maximum rate, no matter how hard you work.
  • You've been told a short-term rental is your only real way to save on taxes.
  • You own rentals or the building your business runs from, or you're thinking about buying one.
  • You have money you can put to work in strategies that lower your taxes.
  • You want one CPA who knows your whole picture and answers her own phone.

This Is Not For:

  • W-2 employees who don't own a business.
  • Owners whose tax bill is well under $200,000 a year.
  • Real estate investors without an operating business.
  • Anyone who only wants a return prepared each spring.
  • Anyone looking for a loophole or a scheme they saw online.

Real Clients · Real Outcomes

What We've Delivered

Two California business owners Kami worked with, from her published case studies.

Network technologyFirst year
$91,546
saved in taxes
Southern CaliforniaOwns rentals

His $90,161 tax bill turned into a $1,385 refund. Kami put his family on payroll, made the California PTET election, set up a retirement plan and ran a cost segregation study on his rentals.

Network technology business owner
ConstructionFirst year
$46,390
saved in taxes
CaliforniaConstruction company

He went from owing $31,652 to a $13,430 refund, using bonus depreciation on his equipment, an accountable plan, an HSA and an oil and gas investment.

Construction company owner

Results from past clients. Your numbers depend on your income, structure and timing.

100% Done-For-You

Here's Everything We Do For You

How Kami finds the savings, puts every piece in place and keeps it working year after year.

Kami Reviews Your Whole Picture

Kami goes through your returns, your business financials and everything you own, including rentals and the building you work from, and finds every legal move that fits your situation.

We Restructure Your Business

When it fits, we make the S-corp election, put family members on payroll with real roles and make California's PTET election, so your state tax becomes a federal deduction.

We Set Up Your Retirement Accounts

We set up retirement plans that let you put away far more than a regular 401(k), plus HSAs and backdoor Roth IRAs, so more of what you earn stays yours.

Your Real Estate, Put To Work

As a Certified Real Estate Tax Strategist, Kami uses what you already own, like rentals or the building your business runs from, with strategies such as cost segregation and self-rental setups.

We Document Every Strategy

Every strategy is backed by the tax code and IRS guidance, with audit-ready documentation, written position letters when they make sense and accounting procedures that track each deduction.

Kami Stays With You All Year

You work with Kami directly, and she answers her own phone. Big moves like selling your business or buying a rental get planned before they happen, with regular strategy sessions.

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On The Record

Does It Actually Work?

“
I had no idea that an accountant could be such an asset to our business.
JZ
Joe Z.
Camarillo, CA
“
Kami is fantastic, I use her for both my personal and business taxes. I highly recommend her.
IS
Ian S.
Thousand Oaks, CA
“
If you desire professional, competent service that achieves great results, use Kami's CPA services... Kami handles my family's complex taxes better than anyone. I trust her and her firm completely.
JH
John H.
Simi Valley, CA
“
... we got more answers to some of our questions by phone [with Kami] than we did with a prior service with two prior visits.
LT
Leigh T.
Anaheim, CA

Still On The Fence?

Frequently Asked Questions

Is this actually legal?+
Yes. Every strategy Kami uses is backed by the tax code, the regulations and the IRS's own guidance, with audit-ready documentation behind it. When it makes sense, she puts her reasoning in writing for you, and she's represented clients in IRS reviews that ended with no changes.
Why hasn't my CPA brought any of this up?+
Most CPAs are set up for compliance: they report what already happened, after the year is over. Planning is a different job that has to happen before December 31st, and it doesn't fit a firm that's trying to get through hundreds of returns every spring.
Do I have to replace my current CPA?+
You don't have to decide anything about your current CPA before the call. Kami will look at your situation, and together you'll figure out what makes the most sense for you.
How much does it cost?+
Kami quotes every engagement as a flat fee, up front, before you commit. It's never hourly and never a percentage of what you save, and she won't recommend a strategy unless she's confident the savings will be bigger than the fee.
Is it too late to lower my 2026 taxes?+
No. The last few months of the year are when the biggest moves happen, because you know roughly what the business will make. Retirement contributions, equipment purchases, how you pay yourself and your family, and California's PTET all have to be done by December 31st, and the savings show up when your 2026 return is filed.
Do I have to buy a short-term rental?+
No. It's the one idea most owners hear, but it's far from your only option. Kami starts with what you already have: how your business is set up, how you pay yourself, your retirement accounts and any real estate you already own.
Do I need money up front to save on taxes?+
Some of the advanced strategies do, like retirement contributions or a real estate investment. The idea is to move dollars you would have paid in taxes into assets that build your net worth, and Kami only recommends a strategy when she's confident the savings beat the fee.
What happens on the strategy call?+
Kami asks about your business, what you made this year, what you paid last year and anything you own outside the business. Then she shows you where your money is going and which moves can still lower your 2026 taxes. If the savings wouldn't be worth it for you, she'll tell you straight.
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One Last Step

Want To See How Much Of Your 2026 Tax Bill You Can Still Cut?

On the strategy call, Kami walks through your business, this year's income and last year's tax bill. You'll leave knowing which moves fit and roughly what they could save you before December 31st.

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The case studies and results on this page are real but are not a guarantee of future results. Every business and tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.