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Engagement Availability
To maintain the highest level of service during filing season, new client onboarding will begin May 1. We are reviewing all new inquiries and will follow up regarding next steps at that time.
Next Steps in Our Process
Please check your inbox for our email. If it’s not there, check your Promotions or Spam folders and move it to your inbox.
In the meantime, you may review:
Should you have any further details to provide, kindly share them directly to the confirmation email we send and continue to CC everyone to ensure better responsiveness. And should you not be a fit given our current staffing, we will do our best to let you know as soon as possible. Thank you!
Areas of expertise, supporting services, and services not performed
Small businesses (including solo consultants), equity compensation, seed stage startups, and high income households often with rental properties are areas we provide the most long term value for the fees. Tax efficient investing across various vehicles such as IRA, 401K, rentals, and other deferrals are welcomed projects. Business structuring for tax efficiency is another specialty that we often do as a part of any annual tax business engagement as warranted.
Household cash flow analysis, forecasting, estate planning, merger and acquisition, corrective foreign work, speciality tax credits, complex sales tax / VAT compliance, and anything we believe will be best served in conjunction with other service providers. In other cases there are legal, investment, insurance, lending, and structuring needs that we are happy to direct you to better resources.
It is important to note some areas that are outside of our expertise, such as: Non-resident tax returns or foreign tax return preparation, cross-border transactions, law / finance active partner recipients of K-1s / carried interest, transfer pricing, 501(c)(3) nonprofits, BOI disclosure, and trust / estate tax preparation. We can coordinate complex foreign tax disclosures if advisable with an attorney of counsel.
Gillingham CPA does not provide share price or market risk advisory so we recommend coordinating this with a Certified Financial Planner (CFP). We are not attorneys, so we recommend coordinating legal matters with a licensed attorney (estate, employment law, formation, etc.)
Please see the intro video if you have not done so already so that we may focus our time more on your specific needs versus how we generally operate. If you cannot find the time to fit in the ten-minute video, we can cover these matters in the call if that is preferable. Of course, we can address any specific questions you may have in any case.