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 to see both the Individual and Business sections. Of course…
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 after the New Year, some, if not most value added…
Tax & Surf Quarterly – Gillingham CPA – Q4 2016
This is an important time of year for gatherings, resolutions, and the most important thing in life: tax planning. Important Points • Covered CA open enrollment and health insurance in…
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 deadline. We have: Q3 Estimates, Corporate, and LLC deadlines…
Tax & Surf Quarterly, Q2
Are you ready for June 15th? This is a good time to be evaluating your business, career, and tax life. Far less abstractly and directed to my wonderful clients, “Pay…
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 is key to long-term successful relationships, including your financial ones.…
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 this letter is to provide value to my clients who…