Tax Strategy
When Should an LLC Elect S Corporation Tax Status?
Evaluating self-employment tax savings, reasonable compensation, and payroll compliance for small businesses.
Premium advisory support with a practical CPA foundation. We proactively help structure your tax position, identify available deductions, and plan before important tax deadlines arrive.
We help small and mid-size businesses as well as a wide range of individuals with proactive tax planning, strategy, and compliance.
Year-round proactive tax planning for individuals and business owners who want to make informed decisions before tax season.
Accurate, timely federal and state tax preparation with clear communication and thorough review.
Accessible, year-round counsel for small business owners and investors to make informed financial decisions.
After building my career in accounting with leading organizations including Ernst & Young (EY), Qualcomm, and Meta, I decided to step away from corporate America and bring that experience directly to individuals and small business owners.
I started Lacarra CPA & Advisory to provide practical, personalized advice and meaningful value to the people I serve. Clear, timely communication is a core part of how we work: you should always know where things stand and feel comfortable reaching out when questions arise.
We combine the personal attention of a boutique CPA firm with more than 20 years of accounting, finance, and public accounting experience. From advising privately held businesses to navigating complex public-company environments and SEC reporting, we bring a broad perspective to each client's tax and financial decisions—while remaining accessible, responsive, and focused on what matters to you.
You shouldn't have to wonder where things stand. We prioritize clear, timely communication and year-round accessibility so you understand the status of your work, the decisions in front of you, and what comes next.
Our experience spans small and privately held businesses, SEC reporting, public-company environments, and the process of taking a company public through an S-1. That range provides perspective beyond preparing a return—we understand how accounting, tax, operations, and business decisions connect.
We look beyond the current tax return to understand the bigger picture—income, business activity, investments, real estate, and long-term goals. That helps us identify planning opportunities earlier, anticipate potential issues, and support more informed decisions throughout the year.
Daniel has worked with executives, CFOs, controllers, leadership teams, and business owners while managing and developing accounting teams. At Lacarra CPA, you work directly with an experienced CPA who brings that disciplined perspective to your situation—without layers of bureaucracy.
Practical strategies and insights to help business owners, investors, and individuals make informed tax decisions.
Evaluating self-employment tax savings, reasonable compensation, and payroll compliance for small businesses.
How regular quarterly reviews and withholding adjustments keep cash flow predictable and prevent tax penalties.
How Real Estate Professional Status and material participation can affect the treatment of rental real estate losses.
Secure digital document portals combined with direct personal consultations for modern business owners.
Navigating the 45-day identification and 180-day closing rules to successfully defer capital gains.
Understanding correspondence notices, documentation requirements, and professional CPA representation.
Contact us to schedule an initial conversation. We will learn about your tax and financial situation, discuss your needs, and determine how we can help.
Discover answers to common questions about our tax preparation, proactive planning, and advisory services.
Fees depend on the complexity and scope of the work. We discuss pricing upfront so clients understand the expected cost before we begin.
We do both. Tax preparation is an important part of our work, but we also focus on proactive tax planning throughout the year to help clients identify opportunities, make informed decisions, and avoid unnecessary surprises at tax time.
Yes. We work with individuals and small business owners, including sole proprietors, LLCs, partnerships, and S corporations, providing tax preparation, planning, and advisory services.
Absolutely. Clear and timely communication is a core part of our approach. We want clients to feel comfortable reaching out when questions or important financial decisions arise, not only during tax season.
Yes. We assist rental property owners and real estate investors with tax preparation and planning, including depreciation, passive activity considerations, real estate professional status, property sales, and other real estate tax matters.
No. We can work with clients virtually using secure electronic document exchange and communication, while in-person meetings may also be available by appointment at our San Diego office.
Contact us to schedule an initial conversation. We will learn about your tax and financial situation, discuss your needs, and determine how we may be able to help.