Business Tax Consultant
Proactive Tax Strategies
That Safeguard Your Profits
At ClearPath CFO Advisory, our business tax consultant services are designed to help owners save money, reduce stress, and stay compliant with evolving tax laws. Managing taxes is not just about filing paperwork; it is about making informed choices that protect your profits and prepare your company for long-term success. With new opportunities created by the 2025 tax bill, such as enhanced deductions, permanent bonus depreciation, and expanded credits, our team ensures you never leave money on the table. Discover how ClearPath CFO Advisory blends tax consulting and proactive planning to turn complex regulations into strategies that drive real savings.
Taking the Stress Out of Business Taxes
Tax season often brings long nights, stacks of receipts, and endless confusion. Many business owners worry about missing deductions, overpaying, or facing penalties simply because the rules keep changing. These frustrations take up valuable time and create stress that distracts from running a business.
This is where ClearPath CFO Advisory steps in. Based in Walnut Creek, California, we serve businesses throughout Concord, Pleasanton, Pittsburg, Oakland, Fremont, Berkeley, San Jose, Sunnyvale, and nearby areas. Our tax advisory services are designed to simplify the process and clarify complex regulations.
The new 2025 tax law, known as the “Big Beautiful Bill,” introduced powerful advantages that most owners are not yet aware of. For example, the SALT deduction cap was raised to $40,000, the Qualified Business Income deduction for pass-throughs was expanded, and 100 percent first-year expensing became permanent. Add in immediate R&D write-offs and higher Section 179 limits, and the potential savings are substantial.
ClearPath CFO Advisory helps you take advantage of these changes before they are missed. By analyzing your entity structure, reviewing credits, and applying proactive tax planning, we ensure you capture every benefit available. Our partnership with a tax law group even provides free incentive and credit assessments at no upfront cost.
With ClearPath CFO Advisory, you gain compliance and a partner invested in your financial future. Let us simplify your taxes, unlock savings, and give you back the confidence to grow your business.
Why ClearPath CFO Advisory Is the Partner You Need
Working with the right tax advisor should feel like gaining a strategist, not just a preparer. At ClearPath CFO Advisory, we combine deep knowledge of tax law with real-world experience as former business owners. Our approach focuses on proactive planning, ensuring you capture opportunities created by the 2025 tax bill and beyond.
Key provisions like permanent bonus depreciation under Section 168(k), larger Section 179 limits, and expanded R&D write-offs can immediately reduce taxable income. Our consultants guide you through these updates, helping you reinvest the savings back into your operations. For pass-through entities, the enhanced Qualified Business Income deduction provides even more relief, and we ensure your structure is set up to maximize it.
The law expanded credits in addition to deductions, including Work Opportunity Tax Credits and employer-provided child care incentives. ClearPath CFO Advisory evaluates eligibility for these credits, ensuring your business benefits fully. We also monitor changes like the repeal of the $600 1099-K rule and higher 1099-NEC reporting thresholds, which simplify compliance.
Our services go beyond reacting at tax time. We provide ongoing guidance in Walnut Creek, Concord, Oakland, Fremont, Pleasanton, and surrounding California areas, ensuring your financial systems stay ahead of the curve. By combining bookkeeping, Fractional CFO services, and proactive tax consulting, we give you a complete picture of your finances.
Clients often tell us the biggest relief is not just the savings, but the peace of mind knowing someone is watching for changes on their behalf. Choosing ClearPath CFO Advisory means choosing a partner who keeps your business prepared, compliant, and ready to grow.
Frequently Asked Questions
What does a tax advisor do?
A tax advisor helps businesses manage their obligations, identify savings opportunities, and stay compliant with both state and federal laws. At ClearPath CFO Advisory, we take it further by providing proactive planning to reduce liabilities, uncover credits, and ensure your company benefits from every available incentive.
How can the 2025 tax bill impact my business taxes?
The new law introduced major changes, including a higher SALT deduction cap, permanent bonus depreciation, expanded Section 179 limits, and enhanced Qualified Business Income deductions. When applied correctly, these updates can significantly lower one’s taxable income.
Why should I work with ClearPath CFO Advisory instead of a traditional tax preparer?
Unlike firms that only handle filings, ClearPath CFO Advisory takes a proactive role in tax strategy. We review your entity structure, assess credits, and monitor legislative changes so you maximize savings year after year, not just during tax season.
What tax credits might my business qualify for?
Your company could be eligible for credits such as the Work Opportunity Tax Credit, R&D tax credits, Section 125 plans, or employer-provided child care credits. ClearPath CFO Advisory provides free assessments with a recognized tax law group to uncover opportunities with no upfront cost.
How do business tax consultants reduce audit risks?
By maintaining accurate financial records, ensuring compliance with reporting thresholds, and applying deductions and credits legally, ClearPath CFO Advisory minimizes red flags that often trigger IRS scrutiny.
Can ClearPath CFO Advisory help with entity structure for tax efficiency?
Yes, we evaluate whether your business is better positioned as an LLC, S-Corp, or C-Corp, aligning your structure with the new QBI deduction thresholds and other tax benefits.
What deductions are available under the new law?
Businesses can take advantage of permanent 100% bonus depreciation, immediate R&D write-offs, larger Section 179 deductions, and above-the-line deductions like overtime and tip income exclusions for qualifying industries.
Do you only work with companies in Walnut Creek?
No, while we are based in Walnut Creek, we also serve businesses in Concord, Pleasanton, Pittsburg, Oakland, Fremont, Berkeley, San Jose, Sunnyvale, and other surrounding areas.
How does proactive tax planning save me money long-term?
By forecasting liabilities, timing expenses, and applying credits strategically, ClearPath CFO Advisory helps you avoid overpayment, smooth out cash flow, and reinvest savings into your growth.
Unlock 2025 Tax Savings With Expert Planning Today
Recent tax law changes opened major savings opportunities. ClearPath CFO Advisory helps you capture them now through proactive tax consulting. Book your free consultation and reduce your 2025 tax liability today.
Expert Guidance for Long Term Business Success
