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A Respectful Note on AI, Client Communication, and Scope Creep
AI is an incredible tool. It can help clients learn, organize information, explore ideas, prepare
Gian Mustika
September 21, 2026
Value Added
Backdoor IRA
The purpose of the “Backdoor IRA” is so that a high income taxpayer (ordinarily high
Gillingham
June 10, 2026
Strategic Accounts
401K
Introduction Saving for retirement is a crucial aspect of financial planning, and employer-sponsored retirement plans
Gillingham
January 14, 2024
Small Business
Transition from W-2 to 1099
Introduction Making the shift from a traditional W-2 job to a 1099 independent contractor position
Gillingham
January 14, 2024
Strategic Accounts
Down Payment for Your New Vehicle
Are you considering purchasing a new car and wondering about the best way to make
Gillingham
January 14, 2024
Small Business
Choosing the Right Business Structure for Your Mobile Food Business
Starting a new business is an exciting venture, but when it comes to tax purposes, selecting the right business structure is crucial.
Gillingham
October 16, 2023
Small Business
Inventory and Cost of Goods Sold 101
Contrary to common perception, an inventory purchase is not an immediate expense but rather a strategic move that unfolds its financial implications over time.
Gillingham
October 10, 2023
Tax Update
San Francisco Tax
If you’re in business within the city, here’s what you need to know. Within 15 days of starting your business, you must register, and this registration needs renewal every year by May 31st.
Gillingham
October 6, 2023
Tax Update
Understanding Delaware Franchise Tax
If you’re a C-Corporation registered in Delaware and operating in California, navigating the annual Delaware franchise tax can seem like a complex task.
Gillingham
October 6, 2023