Alex G.

California CPA (10+ yrs, ex-BDO). I help S-Corp/LLC owners with tax planning, complex 1065/1120S/990 prep, and cost segregation—plus fast, compliant IRS/FTB notice defense. Clear plan. Concrete savings. Audit-ready workpapers. I’m Alex Gurovich, CPA (California Accountancy Corporation ID: 8815). Clients hire me to reduce tax drag, file complex multi-state returns without drama, and resolve notices the right way—no jargon, no tax fog. — Who I Help — • S-Corp/LLC owners ($300k–$5M+ revenue), professional firms, and real-estate investors • Partnerships with multi-state, tiered entities, foreign partners, K-2/K-3 needs • Nonprofits needing accurate, board-friendly Form 990 filings — Top Outcomes — • Lower effective tax rate via QBID/199A + reasonable comp alignment • CA SALT workaround (PTE) implemented with cash-flow planning • Multi-state footprint mapped and cleaned (apportionment, composite returns, credits) • Cost segregation feasibility + Form 3115 §481(a) catch-up to unlock missed depreciation • IRS/FTB letter triage → drafted response → resolution, documented for future audits — Core Services — Tax Planning (S-Corp/LLC & Real Estate) • Entity design and conversion, compensation strategy, retirement layering • SALT workaround/PTE eligibility, elections, and workflow • Apportionment/nexus review and state filing strategy • Cost seg modeling, partial dispositions, Form 3115 + §481(a) workpapers Tax Preparation (Business & Nonprofit) • 1065/1120S with multi-state, basis & capital accounts (§704(b), §705), §754 • K-2/K-3 readiness; foreign partner onboarding, 8804/8805 • 990/990-EZ/990-PF with public support test monitoring and compliance calendars • Fixed assets, depreciation/§179/bonus; tie-outs to Form 4562/4797 Representation & Special Matters • IRS/FTB notice & audit defense (CP2000, under-reporter, penalty abatement) • Schedule D/8949 repairs (stock/crypto), amended returns (1040X) • CA real-estate withholding (Form 593) and FIRPTA coordination — How We Work (simple, fast) — Diagnostic call (30–60 min): goals, states, entity/asset map, deadlines Data pull: prior returns, TB/GL, payroll, state factors, fixed assets Draft & model: tax-savings scenarios, elections, estimates, apportionment Action session: finalize moves (reasonable comp, SALT-PTE, 3115, accountable plan) Quarterly cadence: estimates, KPIs, law updates, course corrections — Deliverables You Can Expect — • 6–10 page Tax Planning Blueprint + savings model (Excel/Sheets) • Audit-ready workpapers: basis/capital rollforwards, apportionment, fixed-asset schedules • Filed federal + state returns with K-1s/K-2/K-3 as needed • Response memos for IRS/FTB with citations and attachments — Why Clients Choose Me — • California CPA (Corp ID 8815), trained at BDO; 10+ years on complex, time-sensitive files • I explain exactly what changed, why it changed, and how to keep it clean next year • Documentation discipline that makes lenders, investors, and boards comfortable — Engagement Options on Upwork — • Consultations (Buy-Now): Owner Tax Plan Triage • SALT Workaround Setup Review • Cost Seg Feasibility & §481(a) Strategy • IRS/FTB Letter Triage • Fixed-Scope Catalog: Tax Planning Blueprint • 3115 §481(a) Package • 1065/1120S Federal + States + K-1s • 990 with board summary Let’s turn taxes from reactive to designed. Book a call, bring last year’s return, and leave with a prioritized plan you can execute immediately.