PAULA MARIE BRUCE CPA INC

PAULA MARIE BRUCE CPA INC CPA (MS Tax Law) specializing in complex tax preparation and advisory for individuals, businesses, Estates & trusts. Not a fit for low-cost, basic returns.

Focus on accuracy, compliance, and resolving complicated issues including international reporting.

Foreign accounts and investments can create important U.S. reporting obligations—often with significant penalties for ge...
10/07/2026

Foreign accounts and investments can create important U.S. reporting obligations—often with significant penalties for getting the details wrong. Our guide, “Foreign Asset Disclosure Requirements Explained,” clarifies key requirements such as FBAR and FATCA reporting so you can make informed decisions with greater confidence. Whether you’re based in Sausalito, Honolulu, or Santa Monica, thoughtful guidance from an experienced CPA can help protect your privacy, support tax efficiency, and keep your broader financial strategy on track. Understanding these rules early is an essential step toward preserving wealth and avoiding costly surprises.

https://paulamariebrucecpainc.com

Tax advisory should do more than prepare a return—it should help you preserve wealth, reduce unnecessary tax, and make c...
10/05/2026

Tax advisory should do more than prepare a return—it should help you preserve wealth, reduce unnecessary tax, and make confident long-term decisions. For affluent individuals, business owners, and established professionals in Sausalito, Honolulu, Santa Monica, and throughout California, personalized guidance can bring clarity to complex financial matters. With seasoned CPA expertise, confidentiality, and a woman’s touch grounded in practical business knowledge, this is strategic advice shaped around your goals—not a one-size-fits-all service.

https://paulamariebrucecpainc.com

Alternative Minimum Tax can create an unexpected burden for affluent households, business owners, and professionals—even...
10/03/2026

Alternative Minimum Tax can create an unexpected burden for affluent households, business owners, and professionals—even when overall tax planning appears sound. Our latest guidance explains practical strategies for reducing AMT exposure and making more informed decisions around income, deductions, equity compensation, and investments. Whether you’re in Sausalito, Honolulu, or Santa Monica, proactive planning with an experienced CPA can help protect wealth and improve long-term tax efficiency. With personalized guidance and a woman’s touch, you can approach complex tax decisions with greater clarity and confidence.

https://paulamariebrucecpainc.com

Ever wonder why the same trust strategy can trigger totally different tax outcomes? In our breakdown of revocable versus...
10/01/2026

Ever wonder why the same trust strategy can trigger totally different tax outcomes? In our breakdown of revocable versus irrevocable trust taxes, we separate myth from mechanics so you understand when those structures help, when they don’t, and what to plan for before it becomes an expensive surprise. With senior-level CPA experience and a discreet, client-first approach—backed by practical guidance shaped by real California, Sausalito, and Honolulu financial situations—we focus on tax efficiency and long-term wealth preservation. This is the kind of clarity that protects your returns and your plan.

https://paulamariebrucecpainc.com

09/29/2026

What you choose for entity taxation can quietly decide what you keep—whether you’re operating as an LLC, S-Corp, or C-Corp, or reorganizing for long-term growth. In this piece, we walk through the decision points that affect pass-through rules, payroll considerations, and the real tax outcomes that matter to affluent households and business owners in California, Sausalito, and Honolulu, with the same strategic lens we bring to clients in Santa Monica. With a discreet, senior-level approach, we focus on clarity and tax efficiency—not generic filing—to protect your wealth and reduce unnecessary burden. If you’re serious about smarter planning, this is the framework you’ll want in your corner.

https://paulamariebrucecpainc.com

Choosing between Schedule C and an S Corp can change how much you keep and how clearly you understand your tax picture—e...
09/27/2026

Choosing between Schedule C and an S Corp can change how much you keep and how clearly you understand your tax picture—especially once payroll, deductions, and self-employment rules start stacking up. In this guide, I break down the real-world tradeoffs so you can see what fits your business structure, income level, and long-term goals, with a discreet, numbers-first approach. Whether you’re operating in California, in Sausalito, or in Honolulu (or elsewhere), the “best” answer depends on how you run the business—not just the form. If you want tax efficiency and confident financial guidance, this is the comparison that makes the next decision easier.

https://paulamariebrucecpainc.com

Estate taxes can quietly erode the wealth you’ve spent a lifetime building—especially when you’re planning for heirs, fa...
09/25/2026

Estate taxes can quietly erode the wealth you’ve spent a lifetime building—especially when you’re planning for heirs, family businesses, or complex holdings. In our latest article, we break down how estate taxes work for high-net-worth families and the strategies that can help preserve more value through smarter, earlier tax planning. Based in California with reach across Sausalito and Santa Monica, and serving clients beyond our home base including Honolulu, we bring senior-level technical depth with a discreet, woman’s touch—practical guidance that’s tailored, not templated. If you want clear answers on protecting your legacy with confidence and tax efficiency, this is the piece you’ll want in front of you.

https://paulamariebrucecpainc.com

The federal estate tax sunset isn’t just a headline—it’s a planning deadline with real consequences for families with me...
09/23/2026

The federal estate tax sunset isn’t just a headline—it’s a planning deadline with real consequences for families with meaningful assets. In our latest piece, we break down what changes as the window closes and the specific moves families can make now to reduce avoidable estate tax exposure and preserve what you’ve built. You’ll also get a practical, confidential roadmap—tailored to the realities of business owners and established households across California, Sausalito, Honolulu, and Santa Monica. If you’re serious about tax efficiency and long-term clarity, this is the strategic guidance you’ll want on your side.

https://paulamariebrucecpainc.com

Choosing a CPA for complex taxes shouldn’t feel like a gamble—you need someone who can translate tax law into real finan...
09/21/2026

Choosing a CPA for complex taxes shouldn’t feel like a gamble—you need someone who can translate tax law into real financial outcomes. In this article, we break down exactly what to look for in experience, strategy, and communication so you can protect confidentiality, reduce avoidable tax burden, and make confident decisions for what’s next. It’s the kind of seasoned guidance we’ve practiced for years, with a discreet, woman’s touch backed by technical depth. If your tax situation involves more than the basics, this is your checklist for choosing a professional who’s truly invested in preserving your wealth.

https://paulamariebrucecpainc.com

Address

1431 Ocean Avenue
Santa Monica, CA
90401

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm

Telephone

(415)3326577

Website

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