Designed for Business Owners Whose Finances Have Outgrown a Simple Tax Return
“What starts as a simple tax situation can quickly turn into a mix of businesses, entities and investments that all need to work together.”
Multiple Operating Companies
Serial Founders & Active Operators
You've launched or acquired several companies. Perhaps an agency and a software venture, or a manufacturing business alongside a consulting arm. Each has its own payroll, partners, cash and state tax exposure.
Managing multiple businesses requires coordinating accounting methods, intercompany transactions, pass-through deductions, and state tax obligations. Without a coordinated approach, you can overlook important opportunities and obligations.
Business + Real Estate LLCs
Operating Cash Flow + Property Holdings
Your main business produces healthy cash flow, and you put that capital into commercial buildings (often leased back to your operating company), multi-family real estate or syndications.
Depreciation, cost segregation, self-rental arrangements, and passive activity limitations can create significant tax considerations. Coordinating these rules across your operating businesses and real estate holdings helps identify available tax benefits while avoiding costly mistakes.
Dual-Entrepreneur Spouses
Two Business Owners Under One Roof
Both spouses own businesses or professional practices. Your household income sits in the top federal and state brackets, so every planning decision matters.
Balancing S-Corp reasonable compensation across both companies, maximizing combined retirement plans and managing state PTE elections takes one household tax strategy.
Is My Practice the Right Fit?
Colella CPA Company is designed for business owners who value an ongoing relationship with an experienced CPA.
My practice may not be the best fit if you're primarily looking for the lowest-cost tax preparation service or need assistance with a straightforward, one-time filing.
I intentionally work with a limited number of clients so I can provide the personal attention, continuity, and coordinated advice their financial situations require.