Gillingham CPA Framework
We serve seven categories of clients that often have intersecting needs, goals, and areas where we can add value.
![Value Added](https://www.gillinghamcpa.com/wp-content/uploads/2021/04/Value-Added-New-03.png)
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