PRIVATE CLIENT
Tax work that stays between you and one person.
SBZ Tax private client is for entertainment, sports and public figures, and for high-net-worth families and family offices whose affairs should not pass through a front desk. One principal handles the whole engagement, under an NDA if you want one. We never name clients and we never publish case studies.
Los Angeles by appointment. Office: 190 Sierra Ct Ste 335, Palmdale, CA 93550.
WHO THIS IS FOR
Two kinds of client, one standard of discretion
Entertainment, sports and public figures
Loan-out corporations, residuals and royalties, endorsement income, per-diem and travel, and income earned in more states than you can remember. Usually with a business manager and an entertainment attorney already in the picture. We work with them, not around them.
High-net-worth families and family offices
Multiple entities, trusts, a property portfolio, a business that may be sold, and children who are starting to earn. You want one person who knows the whole picture and can be reached directly.
Physicians, attorneys, investors and business owners who simply have complicated taxes are served on our Professions we serve page. Private client is about privacy first.
THE ENGAGEMENT
What a private-client year looks like
First conversation
A private call with the principal. We map every entity, every income stream and every state you touched this year, and we agree what stays between us.
Structure review
Loan-out corporation, S-corp, holding LLCs, trusts. We check that the structure you have is still the right one for the income you now earn, and fix it if it is not.
A planning calendar, not a filing date
Quarterly estimates, retirement funding, charitable timing and the tax cost of any deal on the table are handled before the year closes, not after.
Filings
Individual, entity, multi-state and trust returns prepared by the principal, reviewed with you privately, and e-filed from our office.
IRS and FTB, handled for you
Notices, audits and payment plans are answered by us. You hear about them from us, and nobody else hears about them at all.
SITUATIONS WE HANDLE
Bring us the complicated version
- A loan-out corporation that needs a reasonable salary set and defended
- Touring, filming or appearance income in several states
- Stock options, a business sale or a large real estate gain coming this year
- A property portfolio held across LLCs and trusts
- Back years that were never filed, or an IRS letter that arrived this week
- Books that a business manager needs clean every month
PRIVATE-CLIENT FAQ
Questions we are asked before the first call
Do you work with celebrities and public figures?
Yes. SBZ Tax works with entertainment, sports and public figures and their business managers. We can work under an NDA, and we never name clients or reference specific engagements.
Will you work with my business manager, attorney or wealth advisor?
Yes, and we prefer it. Most private-client work runs through the team you already have. We take instruction from you and coordinate with them directly so nothing is repeated twice.
Who actually does the work?
The principal. One point of contact for the whole engagement, from the first conversation through the filings and any IRS or FTB correspondence.
Can you handle income from several states or countries?
Yes. Touring, filming, appearance and endorsement income across states is a normal part of the work, and we coordinate with foreign advisors where there is income abroad.
What if I get a letter from the IRS or the Franchise Tax Board?
Send it to us the day it arrives. We respond on your behalf, keep the matter contained, and keep you informed without anything becoming public.
Is there a minimum engagement?
Private-client work is priced per engagement after a first conversation. Ask the principal directly and you will get a plain answer.
Related
- Professions we serve: physicians, attorneys, investors and business owners.
- Tax planning ยท S-corp and loan-out taxes ยท IRS and FTB problems
- Buying or financing a home privately? SBZ Real Estate private client and Fast Financial private-client lending.
WORK WITH SBZ TAX
Get clear on your next tax move
Talk through your situation with the SBZ Tax team by phone, online, or in person at our Antelope Valley office: 190 Sierra Ct, Ste 335, Palmdale, CA 93550. Walk-ins welcome.