“My CPA only reaches out once a year.”
You get a list of what to send the IRS or Franchise Tax Board, but no one looks ahead.
MarketboxTax360™ · Santa Clarita Valley
Business & Corporate Tax Planning in Santa Clarita
“I always get surprised by my tax bill.” If that sounds familiar, the problem usually isn’t your return. It’s that nobody planned before the year closed.
MarketboxTax360™ from Marketbox Tax & Accounting builds year-round tax strategy for S corporation, C corporation and LLC owners across the Santa Clarita Valley. We tell you before tax season, not after.
Sound familiar?
If any of these hit home, year-round planning was built for your situation.
“Can I write this off?”
Equipment, vehicles, a new location: you want the answer before you buy, not in April.
“I never know what this means.”
The P&L exists, but it doesn’t explain what you owe or why.
Who we work with
Built for established owners with real complexity.
We focus on owners with typically $3M–$20M in revenue and a tax liability over $100K. Businesses one to two years in that are funded and want to be structured for growth are a fit too.
Real estateCommercial real estateHVACPlumbingManufacturingRetailTransportation
Planning by entity type
Strategy built around how your business is structured.
S corporations
Owners often leave money on the table in how they coordinate reasonable salary, distributions, health insurance, retirement contributions and withholding. We look at all of it together, not line by line.
C corporations
Federal tax is a flat 21%, and California adds its own corporate franchise tax on top. The planning questions are timing, compensation, retained earnings and whether the structure still fits your goals.
LLCs and partnerships
Every California LLC owes at least the $800 annual franchise tax, plus a gross-receipts fee at higher revenue levels. The bigger question is whether your current tax election is still the right one as income grows.
Multi-entity owners
Operating company, real estate holding entity, management company: the savings are often in how they work together. This is where holistic planning matters most.
How it works
From first conversation to a plan you can act on.
Consultation
A no-obligation conversation about your business, your entities and what’s coming this year.
Strategy
We review your returns and numbers and build a written plan with the moves worth making and when.
Implementation
We coordinate the steps with you, your bookkeeper and your CPA before deadlines pass.
Year-round check-ins
Plans are revisited as revenue, hiring or big purchases change the picture.
Keep your CPA
You don’t have to replace your CPA.
Happy with your CPA? Keep them. We build the tax strategy and fold your CPA’s filing into the plan. They stay in place; we add the proactive layer on top.
Same for your bookkeeper. We work alongside the team you already trust.
If you’d rather not manage the documentation that supports your strategies, we offer a compliance documentation service that handles it for you.
Results
What year-round planning can look like.
A coordinated plan, implemented before deadlines, can change the outcome of the whole year.
HVAC company, about $6M in revenue
The company was paying more than $400K a year in taxes. After we implemented a coordinated set of strategies, it saved roughly $240K. Results depend on each business’s facts and are not guaranteed.
Local, and easy to reach
Serving the Santa Clarita Valley.
We work with owners throughout the Santa Clarita Valley, in person or by video. Hablamos español.
Marketbox Tax & Accounting
27240 Turnberry Ln, Ste 200
Valencia, CA 91355
818-900-2325 · info@911taxplanner.com
Book a consultationFAQ
Frequently asked questions
What’s the difference between tax planning and tax preparation?
Tax preparation reports what already happened. Tax planning happens during the year, while decisions like salary, equipment purchases and retirement contributions can still change what you owe.
Do I have to leave my current CPA?
No. Many clients keep their CPA for filing. We build the tax strategy and fold their filing into the plan, so you add a proactive layer without switching.
When should my LLC consider electing S corporation status?
It depends on your profit level, how much salary is reasonable for your role, and California’s added costs. Owners often evaluate it once profits grow meaningfully beyond a reasonable salary. We run the numbers for your situation in a consultation.
Can I buy a vehicle or equipment for tax purposes?
Sometimes. Whether a purchase makes sense depends on business use, timing, how it’s financed and your income for the year. The right time to ask is before you buy, not after.
What California taxes do corporations and LLCs pay?
Most California corporations and LLCs owe at least an $800 annual minimum franchise tax. Corporations also pay tax on net income, and LLCs with higher gross receipts owe an additional fee. California rules often differ from federal rules.
Who is a good fit for your business tax planning?
Established owners of S corporations, C corporations and LLCs, typically with $3M–$20M in revenue and a tax liability over $100K. We work with businesses throughout the Santa Clarita Valley, and by video anywhere in California.
Where are you located?
27240 Turnberry Ln, Ste 200, Valencia, CA 91355. Call 818-900-2325 or book a consultation online.
This page is for general education, not tax advice for your situation. Whether a strategy applies depends on your entity, income, timing and state, which is exactly what a consultation answers. California treatment often differs from federal rules. Results described are from a real, anonymized engagement and are not a guarantee of future savings.
Want a second set of eyes on your tax plan?
No obligation. Book a consultation and someone from our team will follow up within 24 hours.