◈ Homepage — http://www.gillinghamcpa.com/Skip to content Home Pricing Books Value Added Framework Contact Blog GILLINGHAM ACCOUNTING AND TAX ADVISORY We specialize in the areas of small business, seed stage startups, and equity compensated (tech) employees. Contact Us Serving Small Businesses, Startups, and Equity Compensated Employees About Us Gillingham CPA is an accounting and tax firm with roots in San Francisco, California. Our team has a passion for helping clients grow their small businesses and navigating the tax waters. We specialize in consulting, boot-strapped startups, pre-series A ventures, and stock option compensated employees. We take pride in providing services that go beyond just a tax return. For more details, see our Hierarchy of Client Needs on our Value Added Page. Also the founder of AccountingPlay.com, ranked iOS App USA #1 in the keyword Accounting (Flashcards). We take our educational approach seriously. Experience John Gillingham has (too many) years of financial services experience, seven of which with CPA firms specializing in small business, equity comp, tax, accounting, and even audit. Prior clients with those firms include multi-national manufacturing entities, high-high net (financial) worth individuals, and trust work. With Gillingham CPA, John has pivoted to focus on early stage startups and owners needing in-depth tax advisory, and practical consulting. Linked Yelp A true advisor goes beyond a tax return. We aim to navigate you through business and sometimes life decisions. Accounting Services We believe in a collaborative, dare we say, educational approach that utilizes your decision making and technology. Allow us to show you what it means to Know Your Numbers. Tax Services We prepare a lot of tax returns, but more importantly we aim to work you up the Hierarchy of Client Needs so that we are on a planning and advisory level. Perspective We see numbers, but also a larger picture of living, breathing humans, some of which have stock options. We are humbled when charged with advising clients on major life decisions. Value Added In an increasingly automated world, it’s important for us to constantly assess and adjust our workflow to maximize the value we can provide. In addition to providing answers, perspective, and solutions – we are also there for you when it’s time to make tough decisions. We answer all emails and address all questions. With Gillingham CPA, you’ll have an experienced advisor that uses your financial data to assist in communicating to your real-life or robotic team of advisors. Read More GILLINGHAM CPA Tiers of Service We offer different levels of service depending on our client requirements. It is possible for the tiered scope and billing to change as needed. Learn More Bronze Starting at $1,500 Prep & Compliance Silver Starting at $2,000 Prep, Compliance, Projection, Advisory Gold Custom Prep, Compliance, Projection, Full Advisory What Our Clients Say Previous I know Gillingham CPA does a lot of stock option related work for his San Francisco clients (one recommended me to him) but I am actually more on the small business side of things with a rental. I am impressed by how John carefully explains the process and starts planning before the end of the year! I appreciate his collaborative approach, so you trust the work provided and know you are getting the best rates.I’m not rich, (yet) but I know with the help from Gillingham I am doing everything I can to get there.Initially, I wanted someone local (LA) but quickly realized it is fine to get this all handled remotely. Highly recommended. KYLE F. Malibu, CA I found Gillingham via the Accounting Play Podcast of all places and I could not be more satisfied that I did. They took the time to show me the Quickbooks Online ropes and optimize my tax situation. They have been instrumental with my side-hustle ambitions, as well as my day job which has some stock option complication. GRAYSON S. San Francisco, CA John is someone who builds trust very quickly, which is vital as you’re entrusting your sensitive financials with him.He’s also a really chill, cool dude, which is refreshing to see in the accounting profession.He helped me with my personal and business taxes swiftly and efficiently this first year (2017). Everybody, especially e commerce entrepreneurs, should work with John. CHRIS K. Sunnyvale, CA I know Gillingham CPA does a lot of stock option related work for his San Francisco clients (one recommended me to him) but I am actually more on the small business side of things with a rental. I am impressed by how John carefully explains the process and starts planning before the end of the year! I appreciate his collaborative approach, so you trust the work provided and know you are getting the best rates.I’m not rich, (yet) but I know with the help from Gillingham I am doing everything I can to get there.Initially, I wanted someone local (LA) but quickly realized it is fine to get this all handled remotely. Highly recommended. KYLE F. Malibu, CA I found Gillingham via the Accounting Play Podcast of all places and I could not be more satisfied that I did. They took the time to show me the Quickbooks Online ropes and optimize my tax situation. They have been instrumental with my side-hustle ambitions, as well as my day job which has some stock option complication. GRAYSON S. San Francisco, CA John is someone who builds trust very quickly, which is vital as you’re entrusting your sensitive financials with him.He’s also a really chill, cool dude, which is refreshing to see in the accounting profession.He helped me with my personal and business taxes swiftly and efficiently this first year (2017). Everybody, especially e commerce entrepreneurs, should work with John. CHRIS K. Sunnyvale, CA I know Gillingham CPA does a lot of stock option related work for his San Francisco clients (one recommended me to him) but I am actually more on the small business side of things with a rental. I am impressed by how John carefully explains the process and starts planning before the end of the year! I appreciate his collaborative approach, so you trust the work provided and know you are getting the best rates.I’m not rich, (yet) but I know with the help from Gillingham I am doing everything I can to get there.Initially, I wanted someone local (LA) but quickly realized it is fine to get this all handled remotely. Highly recommended. KYLE F. Malibu, CA Next Featured In VALUE ADDED ACCOUNTING AND ACTIONABLE DELIVERABLES START HERE Contact Us We look forward to working with you. Please click the contact form option below for more details. Contact Us Image Main Pages Blog Books Contact Ethos Framework Value Added Information Fit Cost About Careers Billing Policy SMS Privacy Policy Disclaimer Gillingham CPA content is for education and information only. This is not advice of any kind. Please consult an Attorney or Certified Public Accountant. Copyright 2026 – Gillingham CPA PC All Rights Reserved We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More. Cookie Settings Accept CLOSE MENU Home Pricing Books Value Added Framework Contact Blog ◈ Interior Pages — 14 pages crawledContact Us - Gillingham CPA Skip to content Home Pricing Books Value Added Framework Contact Blog Menu Close 4 minutes to fill out the form New Client Inquiry Get In Touch We look forward to hearing from you. Please review the selections below to learn about how we work. I need help with a tax return, advisory, and possibly bookkeeping I need help with a tax return, advisory, and possibly bookkeeping Request for consulting only (currently unavailable) Financial advisor or have a service to offer? Click here to reach us You can see the following links to learn about: What makes a great fit , general cost , and our value added approach . Areas of expertise, supporting services, and services not performed We are excited to hear from you and hopefully your situation will fit within our areas of expertise 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. Other matters in which we can make progress and generally refer you to a specialist 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. Please note some areas we do not work in 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. Disclaimer 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.) Main Pages Blog Books Contact Ethos Framework Value Added Information Fit Cost About Careers Billing Policy SMS Privacy Policy Disclaimer Gillingham CPA content is for education and information only. This is not advice of any kind. Please consult an Attorney or Certified Public Accountant. Copyright 2026 – Gillingham CPA PC All Rights Reserved Close Menu We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More . Cookie Settings Accept Manage consent Close Privacy Overview This website uses cookies to improve your experience while you navigate through the website. 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SAVE & ACCEPT Please note some areas we do not work in, so we can further specialize in the clients we serve 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. Continue Please note some areas we do not work in, so we can further specialize in the clients we serve 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. Continue How can I maximize my IRS tax deductions? How do you make the tax season less stressful? When should I start to prepare my taxes? What are common mistakes individuals make when filing their taxes? What are common mistakes small businesses make when filing their taxes? How can I be smarter with my money? Is it safe to pay your taxes online? Get In Touch We look forward to hearing from you! Please review the selections below. We encourage you to complete the full form to provide us with detailed information about your needs, allowing us to determine how we can best assist you. Recommended Complete Full form Short form Get In Touch We look forward to hearing from you! Please review the selections below. We encourage you to complete the full form to provide us with detailed information about your needs, allowing us to determine how we can best assist you. Recommended Complete Full form Short form Value Added - Gillingham CPA Skip to content Home Pricing Books Value Added Framework Contact Blog Menu Close Value Added Gillingham’s Hierarchy of Client Needs Maslow’s Hierarchy defines the relationship of human needs from the most basic: food and shelter , to the most advanced: self actualization . Maslow, as well as contemporary visionaries such as Chip Conley, have applied the hierarchy to business. Drawing from their inspiration, I have created the Client Hierarchy to represent how a CPA firm should be serving your most basic and advanced needs. The hierarchy from bottom to top, begins at tax and accounting, moves to planning, and then advising. Surrounding the hierarchy are the most common entities that should be considered as interdependent -the individual, family, and business – all related. The foundation of my hierarchy and your needs will be tax and accounting. This foundation must be performed accurately and timely. Communication on both sides is essential so that we can understand your unique situation. Anyone can “do your taxes,” but the value of my ideal firm, is to achieve peace of mind by doing things properly (integrity) and getting to planning and advising. This journey (not a destination unless you just died ( ironic comment and uncommon parenthesis )) is long-term and requires us both to do our job. The more organized and efficient we can be at accomplishing your basic needs, the more time we have available to ascend the hierarchy together. And like all worthwhile climbs, it is gonna take work and has a cost (figure about 50K to climb Mount Everest, so we are a bargain). Tax and accounting generally involves looking back, while planning is looking into the future. Individual Value Adds Pyramid (click on the image to enlarge) After understanding your needs and completing your basic work, we begin to plan. Basic planning involves paying proper estimated personal and business taxes . Even if there are no estimates required; it is important have enough savings for taxes due, possible retirement (aka strategic ) accounts, or expansion plans. Certain purchases made during the year can sometimes provide tax credits or deductions that are more than normally allowed. Retirement accounts can also be an excellent way to help you maximize tax benefits in low or high income years (think… what is income smoothing ?). Without planning, most of these strategies cannot be implemented after the tax year is over. Translation: “See” us before the “current” tax year ends. Advising is our premium value add. At the top of the hierarchy, quality advice can rarely be achieved without first having proper tax, accounting, and planning in place. Some of the best advising starts with preempting the unspoken needs of a client relationship. Successful people are generally busy and do not closely following the tax law, let alone the detail of their financial affairs. Advising integrates tax compliance, accounting, planning, and communication into the individual, family, and business affairs of YOU . Viewing a client relationship in terms of all of these variables allows US to communicate and propose solutions that are relevant, valuable, and viable. Together we achieve our own “Client Actualization” when we complete the pyramid and integrate family, business, and personal matters into your financial decision making. Perhaps the end goal is simple? Mo’ money (tax strategy when we can) and Mo’ peace of mind (integrity, systems, compliance). The best way we can do “this” is to start fulfilling your more basic needs and communicate as much as possible. So please contact us. A greater understanding of you, your family, and business – or work ( got stock options? ) allows me to go above and beyond simply getting your stuff done. This is where we thrive and can provide lasting value in our long lasting relationship. To see some of the things that make a strong client relationship, see our Fit and Framework pages. Fit Framework Check Out Our Educational Company: Accounting Play Accounting Play makes the world of accounting and finance understandable and accessible. Checkout our membership site , Tax Fight! App , Accounting Flashcards iOS | Android and more Lessons Online lessons are free and cover accounting fundamentals, financial ratios and analysis, and tax basics. Most include audio narration and video. Glossary A-Z See the creative and at times bizarre way we have illustrated accounting. Quiz Brush up on your knowledge and reinforce important concepts at AccountingPlay.com. Also available as the Accounting Quiz App. Premium Courses Courses, downloads, academic papers, and the Accounting Play e-book library are available. Accounting Apps Learn accounting with AccountingPlay Apps. Choose, when, where and what to learn – Just Search “Accounting” in the App Store. Blog & Podcast Learn financial accounting with Accounting Play, by John Gillingham CPA. Visit AccountingPlay Learn Accounting With Apps Inspired by Gillingham’s tenure helping small businesses and students in the wild world of Accounting and Taxation. Discover All Apps Google Play App Store Downloads See below for some templates Download free IRS penalty abatement letter template (Disclaimer: For educational purposes only. Seek professional attorney or Certified Public Accountant. No guarantees provided. Use at your own risk) Download Federal abatement letter template, educational purposes only Download Business Template Income and Expenses, Excel Download Please see the following to help organize your rental expenses 1 Property, 1 Year Download 1 Property, Multiple Years Download Multiple Properties Download Please see the following to help synthesize the data (putting in the spreadsheet and emailing back) Download Profit and Loss, General Download Profit and Loss, No Inventory Download Profit and Loss, Software Dev or Research and Development Related Download Actual vehicle expense. Actual expense can be a great option to consider for over 50% business vehicles – especially with very heavy SUV / Sprinter van type vehicles which can produce more than average depreciation deductions (we can discuss). Most clients use standard vehicle expense which is very generally around “50 cents per business mile.” (Actual per mile can vary each tax year). In this case we just need to know the vehicle name, total miles driven in the entire year, and then the business miles (not including any commute). Economy / fuel efficient cars make this a great choice. Download If you are using more than one vehicle Download Please see here for the 2017 taxes paid template. This is a huge help when preparing your return. Please also update your file for any confirms and reference this document in the Excel file. Thanks! Download Main Pages Blog Books Contact Ethos Framework Value Added Information Fit Cost About Careers Billing Policy SMS Privacy Policy Disclaimer Gillingham CPA content is for education and information only. This is not advice of any kind. Please consult an Attorney or Certified Public Accountant. Copyright 2026 – Gillingham CPA PC All Rights Reserved Close Menu We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More . Cookie Settings Accept Manage consent Close Privacy Overview This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may a Cost - Gillingham CPA Skip to content Home Pricing Books Value Added Framework Contact Blog Menu Close Cost Firm Pricing We are not a fixed-fee operation because a fixed fee incentivizes rushed work. The billing matrix below features cost estimates for the most common scenarios. We will occasionally take on some smaller or larger projects, especially if in the early years of business. Outlier projects: New zero or little activity C-Corps Multiple year projects LLC or S-Corp owner with entity return prepared by G.CPA Minor ISO transactions with no liquidity Accounting catch-up Large liquidity events / transactions Included in all examples are year-end mini tax plans Billing Philosophy: We work to provide value and bill accordingly. Trusting your CPA to bill appropriately is a key component of the client-CPA relationship We try our best to bill at or below fee estimates, but occasionally exceed estimates where more complex work is required By using estimates and variable billing, we intend to reduce conflicts of interest and achieve equitable outcomes for everyone Fit To understand how we decide whether or not to take on a new client Learn More Framework To see the pillars that support the seven client types we specialize in Learn More Video To understand about our services and general schematic Learn More Gillingham CPA Pricing Matrix Total Annual Billing Estimate: Tax return, Projection, and Ongoing Advisory Individual Business Owner Standard $1,750+ Sole-member LLC with light tax accounting support Advanced $3,000+ S-Corp & Individual return prep with light tax accounting support Complex $4,000+ Business owner + profit, sole-member LLC, requiring quarterly or yearly fully reconciled books Stock Option-Heavy Standard $1,750+ Single, RSU and individual 250K + comp Advanced $3,000+ Married, RSU and individual 250K + comp, mix of other Investments – complication Complex $4,000+ Large liquidity events, heavy ISO planning Important The above are minimum estimates. Please note that our new client minimum in any case is $1,500. Fee ranges for household incomes in excess of $1Mil annually are typically $5,000 to $9,500 and should not expect fee adjustments. We are not a fixed fee firm, but, at times will discuss how to achieve target budgets or a not to exceed budget. Entity C-Corp Standard $1,750+ Pre-operating and seed stage, light tax accounting support Advanced $2,000+ Operating C-Corp with possible full yearly books reconciliation Complex $4,000+ Operating C-Corp with Qtrly books, employees LLC Standard $1,750+ Basic 2-member LLC, general partnership, light tax accounting support Advanced $2,000+ Multi-member LLC tax work and K-1 issuance (2-10 members) Complex $4,000+ Multi-member LLC with reconciled books (>10 members) Important The above are minimum estimates. Please note that our new client minimum in any case is $1,500. Typical tax prep, projection, and advisory for individual returns and an S-Corporation are $4,000 to $7,000 without fixed fee accounting services. We are not a fixed fee firm, but, at times will discuss how to achieve target budgets or a not to exceed budget. Annual or On Request Tax Projections Individual Standard $1,500 Tax withholding calculations and RSU or low value ISO planning Advanced $2,000 Tax withholding calculations, high value ISO planning Complex $4,000 Major liquidity events or use of third party funds for exercises Tiers of Services We offer different levels of service depending on our client requirements. It is possible for the tiered scope and billing to change as needed. Learn More Annual Accounting Work Tax ready accounting with a CPA firm by your side. Tax ready bookkeeping and actionable monthly reports. Let's Connect Specials and Hourly Billing Rates Specials, Projections, and Other billing target estimates $500 to $1,000 quarterly tax projection and advisory $1,000 to $3,000 ISO exercise strategy, projection, and advisory $500 Basic QuickBooks online training, 1-2 sessions, setup, and training $500 Startup business entity tax advisory (LLC vs. S-corp vs. C-corp etc…) Hourly Billing Rates Owner CPA Rates: General Tax and Cost Accounting $225 Owner CPA Advisory: General advisory (property, income deferment, disposition strategy), Entity tax strategy / formation, Equity compensation strategy, M&A, and similar concerns. $360 Owner CPA Bookkeeping $175 Staff rates $75 to $180 Areas of expertise, supporting services, and services not performed We are excited to hear from you and hopefully your situation will fit within our areas of expertise 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. Other matters in which we can make progress and generally refer you to a specialist 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. Please note some areas we do not work in 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. Disclaimer 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.) Contact Us We look forward to working with you. Please click the contact form option below for more details. To see some of the things that make a strong client relationship, see our Fit and Framework pages. Contact Us Main Pages Blog Books Contact Ethos Framework Value Added Information Fit Cost About Careers Billing Policy SMS Privacy Policy Disclaimer Gillingham CPA content is for education and information only. This is not advice of any kind. Please consult an Attorney or Certified Public Accountant. Copyright 2026 – Gillingham CPA PC All Rights Reserved Close Menu We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More . Cookie Settings Accept Manage consent Close Privacy Overview This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience. Necessary Necessary Always Enabled Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously. Cookie Duration Description cookielawinfo-checkbox-analytics 11 months This cookie is set by GDPR Cookie Consent plugin. The Books - Gillingham CPA Skip to content Gillingham CPA Books Contact Menu Close Bookkeeping with Actionable Monthly Reports. Monthly Biannually Solo Mission $ 225 /mo Mostly for single owned businesses such as sole proprietors and sole member LLCs Self-funded Loans ok Consultants, developers, and more Let's Connect View all features MOST POPULAR Growth $ 425 /mo For specialized businesses Inventory based Raising funds Self-funded or borrowing with possible tax needs Let's Connect View all features Custom $ 795+ /mo For specialized businesses Inventory based Mostly investor funded With possible tax needs Let's Connect View all features Solo Mission $ 195 /mo $225 /mo Mostly for single owned businesses such as sole proprietors and sole member LLCs Self-funded Loans ok Consultants, developers, and more Let's Connect View all features MOST POPULAR Growth $ 395 /mo $425 /mo For specialized businesses Inventory based Raising funds Self-funded or borrowing with possible tax needs Let's Connect View all features Custom $ 750+ /mo $795+ /mo For specialized businesses Inventory based Mostly investor funded With possible tax needs Let's Connect View all features Need tax services? Figure $90 to $195 per month more. Let’s discuss as you are as unique as your tax situation. Contact Us Compare Plans Scroll right to view all Features Solo Growth Custom Dedicated qualified accounting team Work managed under Gillingham CPA, PC Secure document exchange Monthly bookkeeping Monthly financial statements Ability to access and adjust books Invite multiple users Use the bank of your choice Optional home office entry Annual Quarterly Monthly Optional mileage entry Quarterly Quarterly Monthly R&D Credit categorization if qualified Team Team of accountants Team of accountants Team + dedicated advisor CPA firm available for tax filing (monthly add-on) CPA firm available for advisory (monthly add-on) Year-end close tax adjustments Reimbursement plan support Basic cost of goods support Cost of goods support $50 + Monthly additions Fixed loan reconciliations Amortization and depreciation booking Out of pocket expense additions Exception based state and local support Accrual basis receivables Accrual basis payables Multi-member LLC capital accounts Crypto currency adjustments Manufacturing basic product costing Third party app support Must haves Read only bank account access Prior tax returns Billing Policy Even if paying in advance for a discount, you may cancel anytime. The service would stop at the end of the cancellation month, with any future months paid refunded. As things can change quickly in business, we can both request a scope change should that be necessary. Behind on your books? Let’s get you up to date at a 30% discount off our monthly rates. Contact Us Ready to give it a try? Tax Ready Accounting with a CPA Firm by your Side Contact Us Main Pages Blog Books Contact Ethos Framework Value Added Information Fit Cost About Careers Billing Policy SMS Privacy Policy Disclaimer Gillingham CPA content is for education and information only. This is not advice of any kind. Please consult an Attorney or Certified Public Accountant. Copyright 2026 – Gillingham CPA PC All Rights Reserved Close Menu We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More . 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SAVE & ACCEPT How can I maximize my IRS tax deductions? How do you make the tax season less stressful? When should I start to prepare my taxes? What are common mistakes individuals make when filing their taxes? What are common mistakes small businesses make when filing their taxes? How can I be smarter with my money? Is it safe to pay your taxes online? Careers - Gillingham CPA Skip to content Home Pricing Books Value Added Framework Contact Blog Menu Close Career EXPERT AND ADAPTIVE WITH A FRIENDLY AND TALENTED TEAM Our fully remote team works to navigate clients through tax, planning, advisory, business, and bookkeeping challenges. Our mission here is: Value Added Gillingham CPA is a San Francisco CPA with a passion for helping clients grow their small businesses and navigate the tax waters. The firm specializes in consultants, boot-strapped startups, pre-series A ventures, and stock option compensated employees. John prides himself in providing services that go beyond just a tax return. We perform tax, accounting, and advisory services with value added impact. Our focus is small business, seed state startups, and equity comp employees mostly in the Bay Area. 0 Years in Business Hundreds of clients happily served Open Positions Administrator - USA Tax & Accounting Remote (Part time - 20 hours a week) Administrator Learn More Tax Senior - High-Income Households & Sch. C Remote (Full time) Taxation Learn More Senior Client Bookkeeper / Accountant – Internal AR & Metrics (QBO) Remote (Full time) Bookkeeping & Small Practice Accounting (Accounting) Learn More Tax Staff – Small Business and High-Income Households Remote (Full time) Taxation (Accounting) Learn More Column Perks & Benefits A Company For People Who Want More From A Career Excellent time off, remote work, and work life balance Friendly and supportive work environment Ability to customize your professional growth and duties Fair compensation package Experience across the clients we serve Cross-functional roles and opportunities if interested Reasonably flexible work schedules Recruitment Process 01 Apply to an open job position Fill the form out and submit your CV or resume through our online portal if you meet our requirements 02 Phone screening After looking at your submission and CV you will be invited to a telephone interview at a time of our choosing 03 Follow-up interview If we determine that your qualifications are a good fit for the role after the phone screening, you will be invited to interview with the CEO and an HR team member. 04 Final interview The final interview will be with the CEO as well as the firm’s other team members Frequently Asked Questions Are there set hours I need to be working during the day? 40 per week . Working schedule is Manila Time is either an early or late shift to coincide with CST time zone cross over. (This creates a 2 hour minimum overlap of 9 to 5 CST USA working hours). (8 working hours and 1 hour unpaid break) AM shift: 5 AM to 2 PM (Calls with USA first thing in the morning) Reviews of performance and any added time flexibility at 30 days, 3 months, 6 months, 1 year. Can I work from anywhere? No. The work must be performed in the USA on a secure dedicated internet connection. You must have a private (home ok) office to conduct phone calls. What are some perks of the job? Work with a nice team making daily impact for clients and on the business. The job is fully remote and general flexibility increases with time. Expect a grand total of 4 to 5 paid weeks off with holidays, bonus days, flex time accrual, and sick time if needed. Come in, do a great job, and then leave work behind. We respect our time off and try to avoid working more than 8 hours a day. Are any skills tests or background checks required? Generally we will perform a soft-skills test (no right or wrong answer), a knowledge-based test, and a standard background check. The knowledge-based test is mostly to gauge very basic levels of aptitude to understand where we need to direct training efforts early. Is promotion possible? Yes. What if I am missing some relevant skills? Traits such as being highly detail oriented and ok with working in a variety of tasks is crucial. For example in the same day you could be onboarding a client, preparing a draft proposal, and running KPI (Key Performance Indicators) for the month-end scorecards all in the same day. Some background with Excel and exposure to tax and or accounting is therefore very important. The actual granular tasks such as doing billing, organizing files, and running the reports can all be taught. No one candidate will have perfect skills across all the required areas. Is there a trial or test period? About how long? Yes. We have a one month trial period. Is a cover letter required? No, but it could help. If you could simply jot a quick email explaining a bit about what you are looking to accomplish in a new position, it would be great. There are no perfect answers. It is ok if you simply want to have a great work-life balance and do great when on the clock. It is also ok if you want to work up to a promotion and are interested in studying on your own time. Main Pages Blog Books Contact Ethos Framework Value Added Information Fit Cost About Careers Billing Policy SMS Privacy Policy Disclaimer Gillingham CPA content is for education and information only. This is not advice of any kind. Please consult an Attorney or Certified Public Accountant. Copyright 2026 – Gillingham CPA PC All Rights Reserved Close Menu We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. 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Functional Functional Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features. Performance Performance Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors. Analytics Analytics Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. Advertisement Advertisement Advertisement cookies are used to provide v Fit - Gillingham CPA Skip to content Home Pricing Books Value Added Framework Contact Blog Menu Close Fit & Value Proposition Our Commitment We take the phrase “client engagement” seriously. Rather than rush to sign every new client we interact with, we prefer to really consider if and how we can offer value first. Only once we both conclude that the relationship will be mutually beneficial do we move forward What We Consider Fit Entrepreneur, business owner, equity compensation employee Need-based, not fixed fee Delivery dates Extension very likely High quality, thorough, internal notes Communication & work-flow Paperless Virtual communication is more cost-effective, but can do in-person if necessary Value added Educational approach: we explain Collaborative: we work together Forward thinking: we plan Advisory: we take action Communicate: we answer Quality: we do not rush Tools: we empower Experience: we have been here before Perspective: we illuminate Fit & Value Proposition In an increasingly automated world, it’s important for us to constantly assess and adjust the value we provide. In addition to answering your questions and treating your unique tax profile with care, we’ll also be there for you when it’s time to make the tough decisions: “Should I exercise my options this year or next year?” “Should I defer the cost of new equipment or incur it now?” These issues aren’t black and white and the answers may be different from client to client. With Gillingham CPA, you’ll have an experienced advisor to help you understand the long-term impact of your short-term choices and help you plan for a prolific and profitable future Where can we add value? Compliance (task is arduous) Equity comp, small business, multi-entity, multi-state More than one stakeholder High dollar value where mistakes are costly Penalty avoidance Complexities like marital status, multiple properties owned, trust beneficiary, flow-through entity owner, etc Decoding the world of tax forms, attributes, & Rules (think AMT, ISO, NQS, P&L, BS and much more) Tax advisory Tax efficiency of deductions, savings, options exercises, and more Cash flow planning Calculating amounts due and when to pay Savings and household finance Tax efficient investment vehicles, cash flow analysis, asset and debt calculations, strategic accounts, and more Accounting Accurate and relevant books using a collaborative approach Education Answering questions, proactively explaining, leveraging technology Perspective We see a lot and want to collaborate Intake Process Here is how we evaluate prospective clients Step 1 – Is there a need? There should be a compelling need involving the following variables: Complexity requiring expert understanding of accounting and tax law Client time more valuable than our fee High dollar values with variability Step 2 – Would you be better served elsewhere? Is there an alternate solution that will provide better value for you? We've found these situations are generally best-served elsewhere: easy returns, one-off solutions, budget or rapid prep Is tax prep software or a lower-fee professional a viable alternative? We're looking for a "Goldilocks" fit so that our time and knowledged is best leveraged We are not "fast" and typically require a lot of client engagements to get to the finish line Step 3 – Is it a “Goldilocks” fit? Equity comp not exceeding $2M per year Small businesses or solo entrepreneurs, bootstrapped/early-stage startups (pre-Series A) General annual fee target in the $2K-$5K range, though outliers exist Individuals with multiple complex income streams (side hustle businesses, rentals, multi-state filing, significant investment activity, flow-through owners or beneficiaries) Not generally fee or time-sensitive Step 4 – Final Decision By this point in the process we can see if it is a fit and layout a general plan Areas of expertise, supporting services, and services not performed We are excited to hear from you and hopefully your situation will fit within our areas of expertise 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. Other matters in which we can make progress and generally refer you to a specialist 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. Please note some areas we do not work in Please note some areas we do not work in are one time paid consultations or one time fixes for non-client issues with no ongoing needs. We also do not perform work with clients that have carried interest, law partners receiving K-1s, finance active participation K-1s, or fiscal year ends. No estate or nonprofit (501C3) work is performed, but can be referred out if needed. Foreign tax disclosure is something we can generally assist with, however, we are not cross-border tax advisors. Most often we can serve clients that are full year USA tax residents and then transition the client work to a specialist in this area once there is significant cross-border complexity. We do not perform nonresident tax filings or foreign tax return preparation. Disclaimer 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.) Contact Us We look forward to working with you. Please click the contact form option below for more details. Check our cost page to find out about our firm pricing, and check out our Framework page to see the pillars that support the seven client types we specialize in Contact Us Main Pages Blog Books Contact Ethos Framework Value Added Information Fit Cost About Careers Billing Policy SMS Privacy Policy Disclaimer Gillingham CPA content is for education and information only. This is not advice of any kind. Please consult an Attorney or Certified Public Accountant. Copyright 2026 – Gillingham CPA PC All Rights Reserved Close Menu We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More . Cookie Settings Accept Manage consent Close Privacy Overview This website uses cookies to improve your experience while you navigate through the website. 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The cookie is used to store the user consent for the Gillingham CPA Framework Skip to content Home Pricing Books Value Added Framework Contact Blog Menu Close Gillingham CPA Framework We serve seven categories of clients that often have intersecting needs, goals, and areas where we can add value. Learn More See Our Video PILLARS Our pillars support us along the way Roadmap The Journey to Add Value Learn More Value Adds What We Offer Learn More Goals & Action Relevant advisory & Action Learn More Calendar Planning, Payments, Filing, & Advisory Dates Learn More 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 Learn More 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 Learn More 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 Learn More ISO Comp Profile Comp complexity Planning & Advisory needs Incentive Stock Options (ISO) SS 1202 Qual Small Business Cost v. benefit analysis Complex disposition planning Early exercise advisory 83B Election as needed Benefits from value adds Learn More BUSINESS Startup Profile Has employees ( 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 Learn More Small Profile Has employees ( C-Corp, S-Corp, LLC R&D credits Pre-revenue ok Lending concerns Accounting requirements Accounting optimization Benefits from value adds Learn More 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 Learn More ACCOUNTING Year-end solo business Profile Income Messy records Transition to Quickbooks Learn More Small Profile Collaborative approach Learn More Inventory & Manufacturing Profile Full service Learn More Main Pages Blog Books Contact Ethos Framework Value Added Information Fit Cost About Careers Billing Policy SMS Privacy Policy Disclaimer Gillingham CPA content is for education and information only. This is not advice of any kind. Please consult an Attorney or Certified Public Accountant. Copyright 2026 – Gillingham CPA PC All Rights Reserved Close Menu We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More . Cookie Settings Accept Manage consent Close Privacy Overview This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience. 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These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. Advertisement Advertisement Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads. Others Others Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. SAVE & ACCEPT How can I maximize my IRS tax deductions? How do you make the tax season less stressful? When should I start to prepare my taxes? What are common mistakes individuals make when filing their taxes? What are common mistakes small businesses make when filing their taxes? How can I be smarter with my money? Is it safe to pay your taxes online? SMS Privacy Policy - Gillingham CPA Skip to content Home Pricing Books Value Added Framework Contact Blog Menu Close SMS Privacy Policy Gillingham CPA Text Messaging Privacy Policy Effective Date: January 6, 2025 Commitment to Privacy At Gillingham CPA, we are committed to safeguarding the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect the information you provide when you subscribe to and use our text messaging services. By subscribing to these services, you agree to the practices detailed in this policy. How We Are Obtaining Consent User fill out a website form, you can access our form on the contact us page, and go to tax return page. https://www.gillinghamcpa.com/tax-return/ Types of Text Messages We Will Send We will send text messages about Gillingham CPA’s services, updates, promotions, or reminders. For example: Please provide the missing information that we have requested from you via email. Reply STOP to opt out. Reply HELP for assistance. Please check email for signature requests. Reply STOP to opt out. Reply HELP for assistance. Please make sure you make the tax payments provided you via email. Reply STOP to opt out. Reply HELP for assistance. How We Use Your Information The information we collect is used to: Communicate: Send text messages about Gillingham CPA’s services, updates, promotions, or reminders. Support: Respond to inquiries and provide customer service. Improve Services: Enhance the quality of our offerings and communications. Legal Compliance: Ensure adherence to applicable laws and regulations. Information Sharing We do not sell or share your personal information for marketing purposes. Your opt-in and consent data will never be shared with third parties. Data Security We take appropriate measures to protect your information from unauthorized access, alteration, disclosure, or destruction. These safeguards include secure storage and controlled access to sensitive data. Opt-In Process You can opt-in by entering a phone number on the contact form and check the “sign-up for sms” checkbox to complete the process. Also filling out a paper form that includes your phone number, and you need to agree to the opt-in consent. Message Frequency and Rates Recurring message frequency may vary and message and data rates may apply. Opt-Out Process You can opt out of receiving text messages from us at any time. Simply reply with “STOP” to any message you receive. Once we process your request, you will no longer receive communications from us via text. Policy Updates We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. Updates will be communicated via text message, email, or a notice on our website. Help and Contact Us You can reply HELP for assistance to any message you receive, and will be in touch with you soon to help. Visit https://www.gillinghamcpa.com/sms-privacy-policy/ for privacy policy and terms of service. For questions or concerns about this Privacy Policy or your personal information, contact us at: 📧 Email: [email protected] By using our text messaging service, you acknowledge that you have read, understood, and agree to this policy. Effective Date: November 15, 2024. Main Pages Blog Books Contact Ethos Framework Value Added Information Fit Cost About Careers Billing Policy SMS Privacy Policy Disclaimer Gillingham CPA content is for education and information only. This is not advice of any kind. Please consult an Attorney or Certified Public Accountant. Copyright 2026 – Gillingham CPA PC All Rights Reserved Close Menu We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More . Cookie Settings Accept Manage consent Close Privacy Overview This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience. Necessary Necessary Always Enabled Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously. Cookie Duration Description cookielawinfo-checkbox-analytics 11 months This cookie is set by GDPR Cookie Consent plugin. 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Functional Functional Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features. Performance Performance Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors. Analytics Analytics Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. Advertisement Advertisement Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads. Others Others Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. SAVE & ACCEPT How can I maximize my IRS tax deductions? How do you make the tax season less stressful? When should I start to prepare my taxes? What are common mistakes individuals make when filing their taxes? What are common mistakes small businesses make when filing their taxes? How can I be smarter with my money? Is it safe to pay your taxes online? Billing Policy - Gillingham CPA Skip to content Home Pricing Books Value Added Framework Contact Blog Menu Close Billing Policy Below we’ve summarized how we charge and what we expect from a mutually beneficial and long-lasting professional relationship. We strive to add value within the constraints of cost versus benefit Gillingham CPA charges based on time and staffing experience levels. We are a variable fee practice, although at times we will estimate a total scope and budget when possible. There are important reasons that we are not a fixed fee practice, which we are happy to explain. As a general guide, we have provided average costs here . When clients request things such as a projection, tax question, withholding issue analysis, estimated payment issue, tax letters, etc, this all rolls up into time tracked and then billing. Some parts of initial client calls may be billable and rolled generally into new client onboarding and documentation. It is imperative that this is understood on the first engagement so we can avoid any surprises and get right to work. Standard CPA Rates 2024 tax & accounting Hourly Billing Rates Owner CPA Rates: General Tax and Cost Accounting $225 Owner CPA Advisory: General, equity planning, entity formation, M&A $360 Owner CPA Bookkeeping $175 Staff rates $75 to $180 Staff and administrative rates are less and based upon experience In rare instances where there is an inefficiency on our side or we knowingly exceed a budget on larger projects, we may reduce billing. At no time is billing reduced more than 30%. In even rarer instances where there is a billing disagreement, we shall resolve and amicably part professional ways. If your CPA cannot be trusted to bill properly for services, it is best to find another service provider as soon as possible. We track time and effort for everything, so it is mutually critical that our workflow is batched and efficient. The vast majority of clients understand this and do not want to pay us to do basic tasks or explain things that could possibly be found if correspondence is carefully read. The following are key items that keep billing down and allow us more time for tax advisory instead of tax cleanup Understanding that calls, texts, and emails are documented and incorporated into tax work. More volume means more coordination effort (think billable hours), so it's crucial to keep correspondence to only what is necessary The volume of information on tax papers should be concise since it goes into tax work and is often shared among staff Flexibility in extension filing Using email to concisely and completely answer multiple questions after reviewing all documents Understanding the mechanics of estimated payments and extension payments after we have explained and documented your unique situation Saving text for urgent situations only Batch processing of documents Careful tracking of tax payments made in PDF and excel Having phone calls when appropriate Main Pages Blog Books Contact Ethos Framework Value Added Information Fit Cost About Careers Billing Policy SMS Privacy Policy Disclaimer Gillingham CPA content is for education and information only. This is not advice of any kind. Please consult an Attorney or Certified Public Accountant. Copyright 2026 – Gillingham CPA PC All Rights Reserved Close Menu We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More . Cookie Settings Accept Manage consent Close Privacy Overview This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience. Necessary Necessary Always Enabled Necessary cookies are absolutely essential for the website to function properly. 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These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. Advertisement Advertisement Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads. Others Others Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. SAVE & ACCEPT How can I maximize my IRS tax deductions? How do you make the tax season less stressful? When should I start to prepare my taxes? What are common mistakes individuals make when filing their taxes? What are common mistakes small businesses make when filing their taxes? How can I be smarter with my money? Is it safe to pay your taxes online? Gillingham CPA: Home Skip to content Home Pricing Books Value Added Framework Contact Blog Menu Close GILLINGHAM ACCOUNTING AND TAX ADVISORY We specialize in the areas of small business, seed stage startups, and equity compensated (tech) employees. Contact Us Serving Small Businesses, Startups, and Equity Compensated Employees Special 2026 Welcome and Congratulations to Anthropic! Special 2025 Welcome and Congratulations to Figma! About Us Gillingham CPA is an accounting and tax firm with roots in San Francisco, California. Our team has a passion for helping clients grow their small businesses and navigating the tax waters. We specialize in consulting, boot-strapped startups, pre-series A ventures, and stock option compensated employees. We take pride in providing services that go beyond just a tax return. For more details, see our Hierarchy of Client Needs on our Value Added Page . Also the founder of AccountingPlay.com , ranked iOS App USA #1 in the keyword Accounting (Flashcards) . We take our educational approach seriously. Experience John Gillingham has (too many) years of financial services experience, seven of which with CPA firms specializing in small business, equity comp, tax, accounting, and even audit. Prior clients with those firms include multi-national manufacturing entities, high-high net (financial) worth individuals, and trust work. With Gillingham CPA, John has pivoted to focus on early stage startups and owners needing in-depth tax advisory, and practical consulting. Linked Yelp A true advisor goes beyond a tax return. We aim to navigate you through business and sometimes life decisions. Accounting Services We believe in a collaborative, dare we say, educational approach that utilizes your decision making and technology. Allow us to show you what it means to Know Your Numbers. Tax Services We prepare a lot of tax returns, but more importantly we aim to work you up the Hierarchy of Client Needs so that we are on a planning and advisory level. Perspective We see numbers, but also a larger picture of living, breathing humans, some of which have stock options. We are humbled when charged with advising clients on major life decisions. Value Added In an increasingly automated world, it’s important for us to constantly assess and adjust our workflow to maximize the value we can provide. In addition to providing answers, perspective, and solutions – we are also there for you when it’s time to make tough decisions. We answer all emails and address all questions. With Gillingham CPA, you’ll have an experienced advisor that uses your financial data to assist in communicating to your real-life or robotic team of advisors. Read More GILLINGHAM CPA Tiers of Service We offer different levels of service depending on our client requirements. It is possible for the tiered scope and billing to change as needed. Learn More Bronze Starting at $1,500 Prep & Compliance Silver Starting at $2,000 Prep, Compliance, Projection, Advisory Gold Custom Prep, Compliance, Projection, Full Advisory What Our Clients Say I found Gillingham via the Accounting Play Podcast of all places and I could not be more satisfied that I did. They took the time to show me the Quickbooks Online ropes and optimize my tax situation. They have been instrumental with my side-hustle ambitions, as well as my day job which has some stock option complication. Grayson S. San Francisco, CA John is someone who builds trust very quickly, which is vital as you’re entrusting your sensitive financials with him.He’s also a really chill, cool dude, which is refreshing to see in the accounting profession.He helped me with my personal and business taxes swiftly and efficiently this first year (2017). Everybody, especially e commerce entrepreneurs, should work with John. Chris K. Sunnyvale, CA I know Gillingham CPA does a lot of stock option related work for his San Francisco clients (one recommended me to him) but I am actually more on the small business side of things with a rental. I am impressed by how John carefully explains the process and starts planning before the end of the year! I appreciate his collaborative approach, so you trust the work provided and know you are getting the best rates.I’m not rich, (yet) but I know with the help from Gillingham I am doing everything I can to get there.Initially, I wanted someone local (LA) but quickly realized it is fine to get this all handled remotely. Highly recommended. Kyle F. Malibu, CA Featured In Value Added Accounting and Actionable Deliverables START HERE Contact Us We look forward to working with you. Please click the contact form option below for more details. Contact Us Image Main Pages Blog Books Contact Ethos Framework Value Added Information Fit Cost About Careers Billing Policy SMS Privacy Policy Disclaimer Gillingham CPA content is for education and information only. This is not advice of any kind. Please consult an Attorney or Certified Public Accountant. Copyright 2026 – Gillingham CPA PC All Rights Reserved Close Menu We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More . Cookie Settings Accept Manage consent Close Privacy Overview This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. 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Performance Performance Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors. Analytics Analytics Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. Advertisement Advertisement Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect informat Ethos - Gillingham CPA Skip to content Home Pricing Books Value Added Framework Contact Blog Menu Close Ethos Value added We look to add value in every aspect of our client service. Considerate, efficient, and going beyond just a tax return. Educational We seek to educate ourselves with the top of the profession, educate each other, and educate our clients. Collaboration We answer all questions internally and externally. The only stupid question is one that is not asked. Questions We work together with our clients and each other openly. We want all to understand and embrace our process. Go surf Take time off for what matters to you. Empathic personalization This is an extremely personal business and we treat our clients as though we treat our own financial situation, as though we were in your financial shoes. Good vibes Good service = Good business: Internally and externally we look to work with considerate and ethical people only. Any issues in this area let’s please part ways as soon as possible. Humans over algorithms We use the best available tools and loathe work for work’s sake. We still feel that our human capital outweighs current technical machine learning (etc.) in the critical areas of this business that we focus on. Documentation We spend time to go beyond the minimum and strive towards adding more value. Sleep well at night Unwavering integrity in mind, action, and record. Availability We are here when it matters most and if it is not critical, let’s handle it appropriately. Communication We strive to communicate in a style that fits you and has the best mutual outcome. Half of this business is communication. Main Pages Blog Books Contact Ethos Framework Value Added Information Fit Cost About Careers Billing Policy SMS Privacy Policy Disclaimer Gillingham CPA content is for education and information only. This is not advice of any kind. Please consult an Attorney or Certified Public Accountant. Copyright 2026 – Gillingham CPA PC All Rights Reserved Close Menu We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More . Cookie Settings Accept Manage consent Close Privacy Overview This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience. Necessary Necessary Always Enabled Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously. Cookie Duration Description cookielawinfo-checkbox-analytics 11 months This cookie is set by GDPR Cookie Consent plugin. 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Functional Functional Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features. Performance Performance Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors. Analytics Analytics Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. Advertisement Advertisement Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads. Others Others Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. SAVE & ACCEPT How can I maximize my IRS tax deductions? How do you make the tax season less stressful? When should I start to prepare my taxes? What are common mistakes individuals make when filing their taxes? What are common mistakes small businesses make when filing their taxes? How can I be smarter with my money? Is it safe to pay your taxes online? About - Gillingham CPA Skip to content Home Pricing Books Value Added Framework Contact Blog Menu Close A true advisor goes beyond an annual tax return. We aim to navigate you through business and sometimes life decisions Meet Gillingham John is a San Francisco CPA with a passion for helping clients grow their small business and navigate the tax waters. The firm specializes in boot-strappers, pre-series A, and stock option compensated employees. John prides himself in providing services that go beyond just a tax return. For more details, see the Hierarchy of Client Needs on our Value Added Page . Also the founder of AccountingPlay.com , ranked iOS App USA #1 in the key word Accounting (Flashcards) . We take our educational approach seriously. Experience John has (too many) years of financial services experience, seven of which with CPA firms specializing in small business, equity comp, tax, accounting, and even audit. Prior clients with those firms include multi-national manufacturing entities, high-high net (financial) worth individuals, and trust work. With Gillingham CPA, John has pivoted to focus on early stage startups and owners needing in-depth tax advisory and practical consulting. Linked Yelp Accounting Services We believe in a collaborative, dare we say, educational approach that utilizes your decision making and technology. Allow us to show you what it means to Know Your Numbers. Tax Services We prepare a lot of tax returns, but more importantly we aim to work you up the Hierarchy of Client Needs so that we are on a planning and advisory level. Nearly tax actualized. Perspective We see not only a tax return, but a larger picture of living, breathing humans, some of which have stock options. It is humbling to be asked to advise on major life decisions. Contact Us We look forward to working with you. Please click the contact form option below for more details. Contact Us Main Pages Blog Books Contact Ethos Framework Value Added Information Fit Cost About Careers Billing Policy SMS Privacy Policy Disclaimer Gillingham CPA content is for education and information only. This is not advice of any kind. Please consult an Attorney or Certified Public Accountant. Copyright 2026 – Gillingham CPA PC All Rights Reserved Close Menu We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More . Cookie Settings Accept Manage consent Close Privacy Overview This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience. Necessary Necessary Always Enabled Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously. Cookie Duration Description cookielawinfo-checkbox-analytics 11 months This cookie is set by GDPR Cookie Consent plugin. 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Functional Functional Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features. Performance Performance Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors. Analytics Analytics Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. Advertisement Advertisement Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads. Others Others Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. SAVE & ACCEPT How can I maximize my IRS tax deductions? How do you make the tax season less stressful? When should I start to prepare my taxes? What are common mistakes individuals make when filing their taxes? What are common mistakes small businesses make when filing their taxes? How can I be smarter with my money? Is it safe to pay your taxes online? Tiers - Gillingham CPA Skip to content Home Pricing Books Value Added Framework Contact Blog Menu Close Gillingham cpa Tiers of service We offer different levels of service depending on our client requirements. It is possible for the tiered scope and billing to change as needed. Our cost page provides general estimates that are at and around our Silver service level. Actual estimates are provided during the prospective client calls and ongoing when requested. Contact Us BRONZE Prep & Compliance SILVER Prep, Compliance, Projection, Advisory GOLD Prep, Compliance, Projection, Full Advisory Bronze Prep & Compliance Starting at $1,750 Tax prep and extension as needed. Required safe harbor estimates. Available year-round for questions, needs, and additional services. Add Bookkeeping as needed. Silver Prep, Compliance, Projection, Advisory Starting at $2,500 Includes Bronze services. Generally includes a mid-year check in and year-end projection. Documentation of IRA, strategic account discussion, workplace plan opportunities. Disposition planning (stock and asset sales) as needed. Gold Prep, Compliance, Projection, Full Advisory Custom Includes Bronze and Silver services. Quarterly and year-end meetings encouraged. Continuous dialogue on opportunities as they arise and circumstances change. Pre-tax versus post tax strategic account analysis. Tax efficient investment strategy. Cash flow net of tax calculations annualized and monthly. Household budgeting. Asset and liability analysis. Annual General Meeting (AGM) with comprehensive needs assessment, goals, establishment of key indicators, and plan. Additional Projects Projects may be added as needed at any point in time and may become an addition to any larger billing, such as a tax return completion. Bookeeping Bookkeeping as needed may be added to any tier Learn More Gillingham cpa Firm pricing We are not a fixed-fee operation because a fixed fee incentivizes rushed work. The billing matrix features cost estimates for the most common scenarios. We will occasionally take on some smaller or larger projects, especially if in the early years of business. Learn More More information for prospective clients can be found below Who we work with What makes a great fit Our Yelp reviews can also be helpful in the decision process Our Value Added Service goals are explained here Ready to connect? Contact Us Main Pages Blog Books Contact Ethos Framework Value Added Information Fit Cost About Careers Billing Policy SMS Privacy Policy Disclaimer Gillingham CPA content is for education and information only. This is not advice of any kind. Please consult an Attorney or Certified Public Accountant. Copyright 2026 – Gillingham CPA PC All Rights Reserved Close Menu We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More . Cookie Settings Accept Manage consent Close Privacy Overview This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. 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Performance Performance Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors. Analytics Analytics Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. Advertisement Advertisement Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads. Others Others Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. SAVE & ACCEPT How can I maximize my IRS tax deductions? How do you make the tax season less stressful? When should I start to prepare my taxes? What are common mistakes individuals make when filing their taxes? What are common mistakes small businesses make when filing their taxes? How can I be smarter with my money? Is it safe to pay your taxes online? Blog - Gillingham CPA Skip to content Home Pricing Books Value Added Framework Contact Blog Menu Close Blog Tax Update San Francisco Tax By Gillingham October 6, 2023 Tax Update Understanding Delaware Franchise Tax By Gillingham October 6, 2023 Tax Update Hobby By Gillingham August 24, 2023 Small Business , Tax Update Foreign Tax By Gillingham June 6, 2023 Employee Stock Options ISO Tax Planning – Incentive Stock Options By Gillingham December 16, 2019 Employee Stock Options Tax planning with RSUs: Restricted Stock Units By Gillingham November 12, 2019 Value Added Backdoor IRA The purpose of the “Backdoor IRA” is so that a high income taxpayer (ordinarily high Gillingham February 24, 2025 Strategic Accounts 401K Introduction Saving for retirement is a crucial aspect of financial planning, and employer-sponsored retirement plans Gillingham January 14, 2024 Small Business Transition from W-2 to 1099 Introduction Making the shift from a traditional W-2 job to a 1099 independent contractor position Gillingham January 14, 2024 Strategic Accounts Down Payment for Your New Vehicle Are you considering purchasing a new car and wondering about the best way to make Gillingham January 14, 2024 Small Business Choosing the Right Business Structure for Your Mobile Food Business Starting a new business is an exciting venture, but when it comes to tax purposes, selecting the right business structure is crucial. Gillingham October 16, 2023 Small Business Inventory and Cost of Goods Sold 101 Contrary to common perception, an inventory purchase is not an immediate expense but rather a strategic move that unfolds its financial implications over time. Gillingham October 10, 2023 Tax Update San Francisco Tax If you’re in business within the city, here’s what you need to know. Within 15 days of starting your business, you must register, and this registration needs renewal every year by May 31st. Gillingham October 6, 2023 Tax Update Understanding Delaware Franchise Tax If you’re a C-Corporation registered in Delaware and operating in California, navigating the annual Delaware franchise tax can seem like a complex task. Gillingham October 6, 2023 Small Business LLC vs. Sole Proprietorship for Part-Time Contracting Work Two common options for part-time contractors are forming a Limited Liability Company (LLC) or operating as a Sole Proprietorship. Gillingham September 20, 2023 « Previous Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Next » Main Pages Blog Books Contact Ethos Framework Value Added Information Fit Cost About Careers Billing Policy SMS Privacy Policy Disclaimer Gillingham CPA content is for education and information only. This is not advice of any kind. Please consult an Attorney or Certified Public Accountant. Copyright 2026 – Gillingham CPA PC All Rights Reserved Close Menu We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More . Cookie Settings Accept Manage consent Close Privacy Overview This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. 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Performance Performance Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors. Analytics Analytics Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. Advertisement Advertisement Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads. Others Others Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. SAVE & ACCEPT How can I maximize my IRS tax deductions? How do you make the tax season less stressful? When should I start to prepare my taxes? What are common mistakes individuals make when filing their taxes? What are common mistakes small businesses make when filing their taxes? How can I be smarter with my money? Is it safe to pay your taxes online?