Flat-fee, year-round planning that reduces surprises, protects cash flow, and builds long-term wealth. No more scrambling at tax time: just strategic, proactive guidance tailored to your business.
Built for business owners and investors ready to plan ahead, not react. We specialize in helping clients who want strategic tax guidance throughout the year.
Small Business Owners
Year-round strategy that adapts as your business grows. We help you optimize payroll, plan salary distributions, and implement tax-saving strategies that scale with your success.
Real Estate Investors
From your first rental property to multi-state portfolios, we provide specialized guidance. Navigate complex depreciation rules, rental income strategies, and entity structuring.
Outcomes You Can Expect
Lower Tax Burden
Strategic payroll planning, reasonable salary optimization, and proactive tax strategies that keep more money in your pocket throughout the year.
Year-Round Clarity
Mid-year reviews and quarterly forecasts ensure you always know where you stand. No more unexpected tax bills or scrambling to find cash at filing time.
Confident Compliance
Rest easy knowing your filings, payroll, and shareholder pay are always in line with IRS rules so you can focus on running your business, not worrying about penalties.
How We Work Together
Our proven process ensures smooth onboarding and ongoing support. From day one, you'll have a clear roadmap and direct access to experienced guidance whenever you need it.
Discovery
We take time to understand your goals, current structure, and where you want to go. This foundation ensures every recommendation fits your unique situation.
Proposal
Receive a custom recommendation tailored to your needs. Clear pricing, specific deliverables, and a roadmap for implementation—all in plain English.
Onboarding
Smooth setup and transition from your current situation. We handle the heavy lifting so you can focus on running your business while we organize your tax strategy.
Ongoing Rhythm
Spring prep, mid-year review, and fall strategy sessions keep you on track. Plus unlimited Quick Chats to keep you informed and compliant year-round.
Service Packages
Choose the level of support that matches your needs. Every package includes direct CPA access and proactive planning—no outsourcing, no surprises.
Executive
Ongoing strategy and CFO-level guidance for complex situations. Comprehensive planning, entity optimization, and strategic advisory for owners managing multiple entities or significant growth.
Proactive planning and compliance support for growing businesses and real estate portfolios. Perfect for S-Corp owners and real estate investors who want year-round guidance without surprises.
Annual tax preparation and safe-harbor quarterly estimates for straightforward situations. Reliable compliance and basic planning guidance to keep you on track and penalty-free.
Our expertise goes beyond basic compliance. We implement sophisticated strategies that deliver real savings and protect your wealth over the long term.
Reasonable Shareholder Salary Optimization
Balance payroll taxes with distributions to minimize your overall tax burden. We determine the right salary level that satisfies IRS requirements while maximizing your take-home pay.
Pass-Through Entity Tax (PTET) Optimization
Navigate state-level workarounds to the SALT cap limitation. Claim valuable deductions that many business owners miss, potentially saving thousands annually in federal taxes.
Short-Term Rental Loophole Qualification
Unlock special tax treatment for your vacation rentals. When structured correctly, short-term rentals can generate losses that offset other income: a powerful strategy few investors leverage.
Cost Segregation & Bonus Depreciation
Accelerate depreciation deductions on real estate investments. Turn a 27.5-year depreciation schedule into immediate significant tax savings by identifying property components that qualify for faster depreciation.
Real Estate Professional Status (REPS)
Qualify for unrestricted loss deductions by meeting IRS material participation tests. We guide you through documentation requirements and strategic planning to achieve this valuable designation.
Payroll Processing and Planning
We strategically adjust your payroll withholdings throughout the year to align with your estimated tax liability. You achieve your desired tax refund or minimize your balance due, preventing any unwelcome surprise tax bills.
Why Choose Claudio Gil, CPA
12-Month Money-Back Guarantee
We stand behind our service completely. If you're not satisfied within your first year, we'll refund your fee, no questions asked. Your peace of mind matters to us.
Work Directly with a CPA
You always work directly with Claudio Gil, a seasoned CPA who provides personal attention and comprehensive oversight for your business needs.
Clarity First
No jargon, no confusing technical language, just practical, plain-English strategy you can understand and act on. We believe informed clients make better financial decisions.
Let's Build Your Tax Strategy Together
Ready to take control of your taxes? Schedule a discovery call to explore how proactive planning can transform your financial future. We'll review your situation and recommend the best path forward.
What's Covered in Your Call:
Review your goals and current structure
Identify your biggest tax-saving opportunities
Recommend the right package and implementation roadmap