Realm Business and Tax Advisory

Modern Accounting, Bookkeeping, Tax Planning/Prep, CFO services for CA SMBs & Startups

[Realm Business and Tax Advisory @RealmStartup]

@RealmStartup helps #Startups and #SMBs by creating Financial Models, finding ways to run their business more profitably or help w fundraising. Unlike our competitors, we are Founders & Angel Investors ourselves and have #RealWorld experience

[Roger DaSilva @RogerDaSilva1]

The reality is that retirement planning is no longer just an investment strategy-it's a:
•Tax strategy
•Income strategy
•Healthcare strategy
•Estate planning strategy
•Wealth preservation strategy

[Realm Business & Tax Advisory @Realm_Tax]

Really excited about our website refresh!

Take a look and let us know what you think. Also reach out for 2026 tax planning, monthly accounting or any other business/personal tax related services!

https://t.co/xVXvZZMGQG

[Roger DaSilva @RogerDaSilva1]

6 days until the #LoveLikeDani fundraiser at @LAaleworks Hermosa Beach!

Over $110k raised so far to help w medical expenses for surgeries due to glioblastoma.

Thanks to those that donated 💵 or 🎁 for raffle!

If you can, pls donate
https://t.co/6Yh7qMWHpg

[Roger DaSilva @RogerDaSilva1]

We are OVER $100k donated 🎉

Want to get to at least $150k by the fundraiser on 6/16 @LAaleworks Hermosa Beach

If you can come would love to see you. If not please donate

[Scott Morrison, CFP® @SMorrison_]

A quarterback came to me last spring.

I’ll call him Matt.

Matt had just signed his first NIL deal. $900,000.

He was 18 years old. Enrolled early. Hadn’t played a single college snap yet.

His phone was blowing up. His family was excited. His teammates were asking questions.

Nobody was talking about taxes.

When we finally sat down, I asked him one question.

“Matt, what did you set aside for the IRS?”

He got quiet.

“I didn’t think I had to do anything until April.”

April came.

His tax bill was deep into six figures.

He had set aside nothing.

The IRS classifies NIL income as self-employment income. You are not an employee. You are a business. And the IRS expects quarterly payments throughout the year. Not one lump sum in April.

Here is what we built together:

→ A cash, tax and savings plan with accurate projections so we knew exactly what he would owe from day one

→ An LLC with S-Corp status so he could be paid as an employee of his own company

→ A real business with tracked expenses that reduced his taxable income

→ A quarterly tax payment schedule based on our projections, eliminating penalties and interest

$900,000 is life-changing money.

Only if you keep it.

I work exclusively with athletes navigating exactly this. If that is you, or someone you know, my DMs are open.

♻️ Repost this. There is a NIL athlete somewhere who needs to read it today. Trust me.

[Roger DaSilva @RogerDaSilva1]

Pls help a local Hermosa Beach mom having 3rd brain surgery for glioblastoma.

We are having a fundraiser @LAaleworks Hermosa on 6/16
🎟️https://t.co/kAmNPBtePS

💵https://t.co/6Yh7qMWHpg

TON of great 🎁donated by @LAKings @uncorkedhermosa @WestdriftHotel @Barans2239
PLS RT!

[Realm Business and Tax Advisory @RealmStartup]

https://t.co/wcPNfn4tFv

[Realm Business & Tax Advisory @Realm_Tax]

⏳We're halfway through the year. The question isn't whether you'll owe taxes, it's whether you're still in a position to influence the outcome.

One of the biggest misconceptions we see among successful individuals & business owners is that tax planning happens during tax season

[Realm Business & Tax Advisory @Realm_Tax]

Tax Season is over. Planning Season is not

Now is a great time to clean up books, review cash flow, get ahead of 2026 tax planning

Clean books means fewer surprises later

PTE, Cost Seg, Real Estate planning

#tax planning #accounting

[Roger DaSilva @RogerDaSilva1]

@matt_gottshall Love this philosophy and I am starting to research adding these services to @realm_tax clients

[Realm Business and Tax Advisory @RealmStartup]

👀

For all business and personal tax and accounting needs check out @Realm_Tax

[Realm Business & Tax Advisory @Realm_Tax]

Really excited about our website refresh!

Take a look and let us know what you think. Also reach out for 2026 tax planning, monthly accounting or any other business/personal tax related services!

https://t.co/xVXvZZMGQG

[Realm Business & Tax Advisory @Realm_Tax]

https://t.co/xVXvZZMGQG

[Roger DaSilva @RogerDaSilva1]

@markcecchini #Truth
That’s why @Realm_Tax focuses on tax planning with clients that understand, appreciate and are willing to pay for proactive advice.

We also have a lot of clients at these companies or others in SoCal since we are based in Hermosa Beach CA

[Roger DaSilva @RogerDaSilva1]

@BarbellFi All the accountants chiming in on gifting rules, AFR (Applicable Federal Rates) for loans…
Days before the 3/15 Business filing deadline 😆 🤓

[Realm Business and Tax Advisory @RealmStartup]

https://t.co/wcPNfn4tFv

[Roger DaSilva @RogerDaSilva1]

@baldridgecpa This is the way

I speak w @Realm_Tax business owners about this all the time when we do Tax Planning

Cost segregation FTW!🙌

[Roger DaSilva @RogerDaSilva1]

@CrownCPA @Realm_Tax located in SoCal and we can help with HNW clients and businesses across US

DM me to have a zoom

[Roger DaSilva @RogerDaSilva1]

Love this concept and we want to do this at @Realm_Tax soon!

[Roger DaSilva @RogerDaSilva1]

@NotGoKGreen Great job realizing this and fixing it Kimi.

That’s what we help @Realm_Tax clients with so they can concentrate on high ROI work

I’m sure you know some startups we worked with in NYC!

Happy to help any that you know

[Roger DaSilva @RogerDaSilva1]

@SMB_Attorney @Realm_Tax in SoCal 🏄 focuses on business owners in CA (also US) with Tax Planning, Prep and Bookkeeping
I bought a CPA firm 2 yrs ago so have the SMB experience too after starting / growing 2 companies

[SMB Attorney @SMB_Attorney]

I am constantly being asked for CPA recommendations.

If you're a CPA who serves entrepreneurs and SMBs, comment below with a few details about your firm, and I'll send this post to anyone who asks moving forward.

[Realm Business and Tax Advisory @RealmStartup]

This is what we help clients with at @Realm_Tax

[Thomas Kopelman 💵 @TKopelman]

It really is crazy out there

We have a new client who owns an S Corp

Hasn’t run a salary payment in his second year of running his solo business

It’s QBID eligible (non SSTB) and his income is over the threshold

We tell him to reach out to his cpa to get payroll setup, get to a reasonable wage, add a solo, and make a ptet payment (since he is in a state he can still elect into)

CPA’s only response is that he shouldn’t do any of that because it’ll add $20k more of SE tax

He Said since he’s still so new he doesn’t need wages… (no QBID without wages)

Wild

With all the planning, he will end over up $25k ahead tax wise and most importantly now be compliant

What is up with allowing $0 salaries in S Corps?

At least 20% of the business owners coming to work with us have $0 salaries