Strategic
Business Coaching

More Than Just a Tax Return Service…
We Will “Take You By The Hand” in Every Aspect of Your Business.

Without a blueprint, it is very difficult to know what you are building. For the successful business, a Strategic Business Plan is instrumental to making sure your company has clarity of direction, a unified vision, and that all key members and employees have the proper focus on the tasks at hand.

Our Strategic Business Coaching Services help you develop the Strategic Business Plan that will assure your business moves forward and succeeds. In developing the Plan, we help you break your company down into the core components. How is the company defined? What are your products? Who are your competitors? How will the company be managed? What are the processes for ensuring financial health and approaching business risks?

You will benefit from our Strategic Business Coaching services if…

  • You are starting a new business or enterprise.
  • You are expanding a current business, or adding a new product or service to an existing business.
  • You are buying a business, product, or service.
  • You are trying to turn around a failing business.

Strategic Business Coaching will help you identify the weak spots in your Business Plan or plan for any elements that you have not previously addressed. In order to push your business to the next competitive level, you must…

  • Identify your target population, product or services, and the advantages you offer over your competitors.
  • Fully research the ways the need you have identified is currently being fulfilled.
  • Gain an understanding of the market, develop campaigns and timelines for promoting your business, and project the results of such campaigns.
  • Formulate a plan for staffing your business, including an identifying set of skills and expertise that will be required to secure the future of your business.
  • Complete management plans and systems required to run your business.
  • Outline financial necessities, including start-up costs, operating costs, income projections and analysis.
  • Identify all building and equipment needs.
  • Create timelines for all current or initial products as well as projected projects.

A solid Strategic Business Plan will not only help you to obtain financing for your business, it will help to assure that all your bases are covered as you begin or continue your venture.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (831) 251-0861 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Answers for Santa Cruz County Filers: Are People Getting Bigger Tax Refunds This Year?

Key TakeawaysYes, many filers may see larger refunds (potentially $300 to $1,000 more) based on current estimates The increase is largely tied to new tax cuts under the One Big Beautiful Bill Act (OBBBA) and outdated withholding during 2025 Whether a big...

What Do I Need To File My Taxes This Year With My Santa Cruz County Tax Pro?

Key TakeawaysBring valid government photo IDs and Social Security cards (or ITINs) for every person listed on your return to verify identities and prevent fraud. Collect all W-2s and 1099s, including the new Form 1099-DA for any digital asset or cryptocurrency...

Which Tax Credits Do I Qualify For? A Guide For Santa Cruz County Taxpayers

Key TakeawaysThe Child Tax Credit is up to $2,200 per child, with up to $1,700 available as a refundable payment even if you owe no taxes. Adoptive parents can now claim a credit of up to $17,280, with up to $5,000 of that amount now fully refundable. If you...

What Tax Changes Are Coming in 2026 For Santa Cruz County Filers?

Key TakeawaysTax rates didn’t change, but brackets and deductions did. Inflation adjustments mean more income is taxed at lower rates. The SALT deduction cap jumped to $40,400, making itemizing relevant again for many households. New deductions for tips and...

What Are Tax Planning Strategies Santa Cruz County Taxpayers Should Use First In 2026?

Key TakeawaysGetting organized early helps prevent missing income documents and IRS matching issues later. January is the best time to check withholding and estimated tax payments for the year ahead. Contribution limits for retirement and health-related...

How Can Santa Cruz County Retirees Reduce Required Minimum Distribution Taxes?

Disclaimer: This content is provided for general educational purposes and does not constitute individualized tax advice. Tax planning strategies should be evaluated based on your specific circumstances in consultation with a qualified tax professional. Key...

What Are The Best Year-End Tax Moves Santa Cruz County Taxpayers Can Make Last Minute?

Key TakeawaysYou can still make charitable gifts that count for this tax year, including donor-advised funds and stock donations. Depending on your income level, it may make sense to itemize deductions and repay a fourth-quarter state estimated tax payment before...

What Does the IRS Math Act Mean For Santa Cruz County Taxpayers?

Key TakeawaysIRS notices must now provide a clear, specific explanation of the exact error. Not generic language or guesswork. The IRS must prominently tell you about your 60-day right to request abatement, including the exact deadline date. Line numbers,...

What’s the Santa Cruz County Gig Worker Solution to a Surprise Tax Bill?

Key TakeawaysEstimate your full 2025 tax liability now (including income tax and Self-Employment Tax) to avoid underpayment penalties before the January estimated tax deadline. Maximize year-end deductions such as mileage, home office, equipment purchases, and...

IRA v Roth IRA v 401(k): Should Santa Cruz County Taxpayers Convert Before 2026?

Key TakeawaysTraditional IRA gives you a tax break today and taxable withdrawals later.  Roth IRA means tax-free growth and withdrawals later.  401(k) has larger limits with employer-based tax benefits. A Roth conversion adds income to your...