Aure
California Expertise / Tax Filing / Audit Support

Tax Management
Built for Clarity

Strategic tax planning, quarterly estimates, filing, and audit support coordinated with your investments, cash flow, and California tax picture.

California tax complexityHigh-incomeTOP CA RATE13.3%12.3% + 1% MHSTMHST +1%Income over $1MSDI 1.3%All wages in 2026ST STOCK GAINSOrdinary incomeESTIMATESQuarterly paymentsCALIFORNIA TAX PLANNINGYEAR-ROUND

Tax planning that stays ahead of the year

Proactive Planning

Personalized strategies that consider income timing, deductions, equity, real estate, and California residency.

Quarterly Estimates

Federal and California estimates are updated as your income, withholding, portfolio activity, and business cash flow change.

Tax Filing

Coordinated federal and California return preparation with household support for married filing jointly households.

Audit Support

If a notice or audit comes up, you have help organizing records, preparing responses, and coordinating representation.

Investment Coordination

Capital gains, tax-loss harvesting, asset location, cash strategy, and portfolio decisions are considered together.

Business Entity & Retirement

Business entity formation / compliance, Solo 401(k) setup, 1099-NEC filing, kids payroll, and rental activity are reviewed within one tax picture.

Built-in visibility for your tax picture

Tax Projections

See your tax plan, quarterly estimates,
and tax liabilities

Your dashboard brings federal and California estimates into view, so tax payments can be planned alongside portfolio activity, cash reserves, and financial goals.

  • Dashboard to organize and track your deductions
  • Planning context across investments and cash flow
Tax dashboard with quarterly federal and California state tax projections
Our Difference

Why tax planning works better with Aure

California Expertise

Planning is built for high-income California residents, where state taxes, equity compensation, real estate, and cash yield can materially change after-tax outcomes.

Integrated With Investments

Tax decisions are coordinated with portfolio management, cash strategy, tax-loss harvesting, concentrated stock, and retirement planning.

Flat-Fee Household Support

Tax-deductible fees may apply for entrepreneurs or rental property owners. One comprehensive relationship can include tax planning, quarterly estimates, filing, audit support, and coordination across the household.

Ready to optimize your taxes?

Coordinate planning, estimates, filing, and investment tax strategy in one relationship.