Gillingham CPA Framework
We serve seven categories of clients that often have intersecting needs, goals, and areas where we can add value.
PILLARS
Our pillars support us along the way
INDIVIDUAL
Standard Individual
Profile
- General complexity
- Planning & Advisory needs
- High income
- Rental ownership
- Investments
- Multi-state
- Disposition planning
- Foreign disclosure support
- Benefits from value adds
Solo Business Owner
Profile
- Single owner entities
- Planning & Advisory needs
- Accounting support
- Accounting optimization
- Business use of home
- Business tax compliance
- Entity planning
- Benefits from value adds
Equity Comp
Profile
- Comp complexity
- Planning & Advisory needs
- RSU, Non-Qual, ESPP, Founder
- SS 1202 Qual Small Business
- Advanced disposition planning
- Early exercise advisory
- 83B Election as needed
- Benefits from value adds
ISO Comp
Profile
- Comp complexity
- Planning & Advisory needs
- Incentive Stock Options
- SS 1202 Qual Small Business
- Cost v. benefit analysis
- Complex disposition planning
- Early exercise advisory
- 83B Election as needed
- Benefits from value adds
BUSINESS
Startup
Profile
- Has employees ( <20)
- DE and CA C-Corporations
- R&D credits
- Convertible notes
- Equity plans
- Multi-state
- Pre-revenue ok
- Early and seed stage ok
- Accounting requirements
- Multiple investors
- Entity planning
- State and local concerns
- Benefits from value adds
Small
Profile
- Has employees ( <20)
- C-Corp, S-Corp, LLC
- R&D credits
- Pre-revenue ok
- Lending concerns
- Accounting requirements
- Accounting optimization
- Benefits from value adds
Inventory & Manufacturing
Profile
- Comp complexity
- Planning & Advisory needs
- Incentive Stock Options
- SS 1202 Qual Small Business
- Cost v. benefit analysis
- Complex disposition planning
- Early exercise advisory
- 83B Election as needed
- Benefits from value adds