Tax + Business Attorney
Specializing in Tax Counseling for Startup Founders and Early Investors.
Headquartered in San Francisco, Caltana Tax Law represents startup founders, investors, small businesses and individual clients through out California and Montana. My firm specializes in Business and Tax matters, and strives to relieve clients of the stress and frustration related to entity formation and taxes.
Whether you’re a startup founder, investor, small business owner or an individual struggling with a tax issue, I am available for counseling and dispute resolution. I bring extensive experience and professionalism to every client and customize my support to your individual needs and concerns.
Contact Us
880 Guerrero St.
San Francisco, CA. 94110
rduncan2064@gmail.com
(415) 531-4954
Areas of Practice
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.
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 (LLC), Non-Profit, S-Corporation or C-Corporation in California or Montana
Entity Formation and Organization
Contracts
Tax Disputes
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.
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.
“In this world nothing can be said to be certain, except death and taxes.”
– Benjamin Franklin