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Backdoor IRA

The purpose of the “Backdoor IRA” is so that a high income taxpayer (ordinarily high income taxpayers are excluded from…
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Backdoor IRA

Road Map Solo Business

Our small business approach has some flexibility depending on our clients needs, skills, and budget. The cost / fit / billing pages summarizes a bit on how we…
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Dates

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ISO Tax Planning – Incentive Stock Options

ISO – Incentive Stock Option Planning – Our Approach #1 Go for easy wins first: Low cost, no taxes, early…
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ISO Tax Planning – Incentive Stock Options

Tax planning with RSUs: Restricted Stock Units

We aim to explain and implement a tax strategy collaboratively. We will take care of the return preparation as well….
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Tax planning with RSUs: Restricted Stock Units

RSU Withholding issues and tax projections

Owing lots of federal tax at the year-end because of your RSUs? Need to know where you stand during the tax…
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RSU Withholding issues and tax projections

Buying a San Francisco Home

Buying a Bay area or San Francisco Home is a particularly difficult process. If the prices and limited housing stock…
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Buying a San Francisco Home

Tax Planning in Q3 for Stock Options, LLC, and S-Corporations

Quarterly payments and extended return deadlines around the corner! Take this as tax perspective and educational content only so please…
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Tax Planning in Q3 for Stock Options, LLC, and S-Corporations

Tax Planning 2018 and Beyond

Important points and dates below for any year-end planning items. Please do email if you have any questions. Be sure…
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Tax Planning 2018 and Beyond

What is year-end tax planning for stock option compensation, small businesses, or just an average employee?

Year-end tax planning is where we consider decision making prior to the year-end. December 31 is an important date, because…
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What is year-end tax planning for stock option compensation, small businesses, or just an average employee?

Tax Update

Tax & Surf Quarterly – Gillingham CPA – Q3 2015

Are you ready for September 15th? It has been HOT out in the Bay Area and so is this tax…
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Small Business Tax

Where is the California Tax Love?

I may love California and San Francisco, but seems like the Franchise Tax Board and City have difficulty loving back…
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Tax Update

Tax & Surf Quarterly, Q2

Are you ready for June 15th? This is a good time to be evaluating your business, career, and tax life….
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Small Business Tax

Tax Update – Gillingham CPA – Q2 2015

Top 10 Tax Tips and Dates for 2015 Planning Hi, Congrats to everyone already filed for 2014 and those extended….
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Small Business Tax

Small Business Tax Planning Seminar 2015

If you were unable to attend the Small Business Tax Planning Seminar 2015 for tax and accounting tips. Many topics covered:…
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Tax Update

A San Francisco CPA with Tech Acronym Game

Would it be nice to speak the same business language to your accountant as you speak to your coworkers? Communication…
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Small Business Tax

Finding Your CPA

Accountant and client relationships should share commonalities of any other valuable working relationship: communication, long-term planning, and forward thinking. Good…
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Small Business Tax

Tax Planning for Slow Months – Say Hi to Ms. February

Dear February, Why are you so short? I want to be your friend, but right now you are a bully….
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Small Business Tax

Where do my clients come from and how can you get more business?

100% of my clients come from a significant shared social connection. Why is this interesting or important? In any business…
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Tax Update

Tax Update – Gillingham CPA – Q1 2015

Welcome Welcome to the New Year. A LOT has developed in the tax world this past year. The goal of…
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Small Business Tax

Surprise 12 Million Dollar Tax Bill From the IRS

Humble Client Receives $12,152,014 IRS Tax Bill December 2014, a trusted client received a $12,152,014 IRS Tax Bill from the…
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Small Business Tax

File Your Own Taxes or Get a San Francisco CPA?

First let’s discuss finding a tax preparer in San Francisco or a San Francisco CPA. I tend to focus on…
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Small Business Tax

San Francisco CPA Small Business Tips

Disclaimer: This information is for educational purposes only and not to be used as tax or legal advice. Tax law…
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Small Business Tax

Long live the San Francisco Creators

Long live the creators. As a San Francisco CPA, I really enjoy how 100% of my clients are creatives, business…
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Small Business Tax

Gillingham’s Hierarchy of Client CPA Needs

Maslow’s Hierarchy defines the relationship of human needs from the most basic: food and shelter, to the most advanced: self…
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Small Business Tax

To Be Self Employed.

You are a consultant and it is time to file your taxes, now what? As a consultant you will be…
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