Essential Tax Reference Guide for 2025

Our 2025 Tax Planning Reference Guide for High-Income Earners and Business Owners

Check Out Our 2025 Tax Planning Reference Guide

This year, we’ve created our comprehensive “2025 Tax Planning Reference Guide”, designed as an easy to understand resource for business owners seeking to optimize their tax position.

If your current tax preparer is not proactively advising you throughout the year and you’re concerned about paying more than you legally could be in taxes as a business owner, contact our office to get started with a consultation.

We provide strategic tax advisory and accounting services for high-income earners that rely on us to transform complex tax laws into effective tax reduction solutions.

Our Capabilities

Federal & State Tax Credits
Income & Expense Shifting
Business Entity Structures
Tax Code Loopholes
Tax Investment Strategies
Financial Accounting Strategies
New Tax Opportunities

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How We Work

Our strategic tax planning service is tailored to proactively manage your tax position year-round. Comprehensive tax planning can help you reach your financial goals faster. We are experts with specialized training in tax-optimized strategies and tax advisory.

What's Inside Our 2025 Tax Reference Guide?

Guided Tax Information for Business Owners

The Most Common Terms Referenced During Tax Preparation

Our reference guide reviews the most common terminology used during tax preparation & tax planning, defining these tax terms in simpler language for business owners.

Updated Tax Brackets for Top Earners ($250k+)

Understanding exactly where your income falls can help you make strategic decisions about income timing and deductions. Top income earners are subject to the highest marginal tax rates.

2025 Payroll Tax Essentials

FUTA and FICA current rates and thresholds
Employer vs. employee obligations
Social Security Wage limits
Reasonable Compensation analysis

Investment Tax Planning

2025 Long-Term Capital Gains Tax Rates
Net Investment Income Tax (NIIT) thresholds
Roth IRA Phaseout limits

Maximizing Retirement Contributions

Updated 2025 contribution limits for:

Traditional and Roth IRAs
401(k) plans
SEP IRAs
Solo 401ks

Valuable Deductions and Exclusions

Take advantage of key deductions including:

HSA contribution limits
Gift exclusion limits
Current mileage deduction rates

Business Owner’s Depreciation

Our Section 179 breakdown includes:

Current expensing limits
Gross vehicle weight considerations

Why This Guide Matters for Tax Advisory

Tax advisory isn’t a year-end activity—it’s an ongoing process that requires communication, coordination & implementation.

Our essential reference guide is a consolidated way to review the most commonly referenced tax factors in your tax planning checklist:

Knowing Your Rates & Limits: By understanding tax thresholds and limits early, you can make strategic decisions throughout the year rather than scrambling in December.

Calculating Your Scenario: For high-income earners and business owners, even small tax optimization strategies can translate to tens of thousands in savings.

Changing Regulations: Tax laws continue to evolve, and staying current is crucial for compliance and optimization.

Business and Personal Integration: As a business owner, your personal and business tax situations are inherently linked.

*While this guide provides valuable information for tax planning, we always recommend consulting with a qualified tax professional for advice tailored to your specific situation.

Who Can Benefit From This Guide?

Our tax advisory service has the ability to help you keep more of your hard earned income through tax planning & strategic implementation.

Working together, we diligently create personalized tax plans to significantly reduce tax liabilities and protect wealth for high income professionals.

This tax planning reference guide is specifically designed for:

Business owners
High-income earners
Investment property owners
Self-employed professionals

If you’re a top income earner, our tax advisory services can provide many opportunities for keeping more of your hard earned wealth, playing an important role in your financial goals over time.

Working With Our Firm

After helping thousands of Californian taxpayers over the years, we have developed a powerful understanding of advanced tax strategies, making us particularly valuable for high-income earners.

If you have been working with another Accountant, Enrolled Agent, Tax Preparer or Bookkeeper that doesn’t proactively bring savings to you, consider working with a dedicated Tax Advisor & Licensed CPA. We’re able to create a custom tax plan and implement a comprehensive tax-saving strategy aligned with your overall financial goals.