Tax Planning

As a San Francisco attorney focused on helping tech startup founders and early investors maximize their wealth by navigating the high-stakes intersection of equity compensation, state residency, and Qualified Small Business Stock (QSBS). My practice turns complex tax codes into clear, actionable wealth-preservation strategies, ensuring you properly structure your 83(b) elections, legally minimize state exit taxes before a liquidity event, and fully capture the 100% federal capital gains exclusion on your QSBS.

Entity Formation and Organization

Tax Disputes

Whether it’s your first small business or you’re a seasoned entrepreneur, Caltana Tax Law can help evaluate which business entity is appropriate for your unique financial situation and goals. And once we identify the optimal entity, Caltana Tax Law is available to prepare the necessary documentation to form a Partnership, Limited Liability Corporation, Non-Profit, S-Corporation or C-Corporation in California or Montana

Contracts

Caltana Tax Law understands that contracts are the building blocks of business and strives to assist its clients by providing contract negotiation, drafting and review services.

Tax disputes are frustrating situations that no one should have to face alone, that’s where Caltana Tax Law can help. Whether it’s an IRS offer in compromise, FTB audit, or an installment payment plan, Caltana has your back.