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What’s the story behind your numbers?

If you don’t know, call us.

People come to us to talk about numbers—taxes, savings plans, financial statements. But we always end up chatting about things like kids in college, plans for retirement, and exciting business ideas.

And that’s exactly how it should be. Whether we’re helping you get the numbers right on your tax plan, or find the right number for your revenue goal, we have you—a person with a story—in mind.

But we always bring it back to the numbers, making sure that your numbers tell the right story about you, and that they drive your story forward in the direction you want to go.

Contact us today.

We can help you with tax planning and preparation, business planning and advice, and HR support for businesses. We’d love to hear your story, and help you build upon it.

Call us at  (209) 527-4220 or send an e-mail to contactus@gccpas.net 

Learn more about our services:

Featured Article

Mid-Year Tax Planning: Start Now, Stress Less Later
July 22, 2015 Now that we’re halfway through the year, from a tax-planning perspective it’s time to start thinking about how to build your business or personal portfolio. Mid-year tax planning is a great idea for both businesses and individuals to plan for long-term success.  Instead of waiting to get your ducks in a row in November or December, meet with your tax advisor early to develop a strategic plan for next season rather than scrambling at the last minute. As President and Principal Clive Grimbleby explains, “Meeting mid-summer gives your advisor the chance to check in with you and take stock of your unique situation.”          A mid-year tax planning session will help you prioritize your plans and alert you to opportunities or challenges. It will also give you a chance to ask your advisor any nagging questions that have built up over the past six months, and the space and time to deal with them before the end-of-year crunch. Instead of waiting to get your ducks in a row in November or December, meet with your tax advisor early to develop a strategic plan for next season rather than scrambling at the last minute. As President and Principal Clive Grimbleby explains, “Meeting mid-summer gives your advisor the chance to check in with you and take stock of your unique situation.”  Your mid-year planning session could include:   Reviewing recommendations based on your previous return Reviewing your retirement plan, including options and deadlines Strategic succession planning discussion IC-DISC, employment and R&D credits discussion Review of captive insurance company options Review change in entity type options Upcoming asset acquisitions Discuss tax law regulation changes so far this year Discussion of your estate: Is it performing as expected?  These topics are proactive points for further discussion, but they may not be relevant for all. You’ll find many tax and financial planning articles online and on our website; our team is here to help you cut through the chatter and discuss your unique options. 

Featured News

Grimbleby Coleman to Support the Boys and Girls Club by Sponsoring "Battle of the Paddles 2015"

      

We are proud to announce our Team Level sponsorship of Battle of the Paddles 2015, an event in support of Stanislaus County youth, at 6 p.m. Oct. 9 at the Modesto Centre Plaza. Teams will go head-to-head in ping pong for championship bragging rights! Fun seekers can try their hand at darts, play a variety of competitive and non-competitive games and activities, or just enjoy artwork by the club's kids. Better yet, you could participate as a featured table or paddle sponsor! For more information about becoming a sponsor, view or download the PDF.

Featured Staff

Manoj joined Grimbleby Coleman as an Associate after four years in banking and 2 years in the transportation industry. In this role, he assists with tax planning engagements and business returns and greatly enjoys seeing his client relationships morph from professional to friendship. Manoj holds a Bachelor of Science in Business Administration with a concentration in accounting from California State University, Stanislaus. 

A long time Livingston, California resident, Manoj stays very active in his community. He's been involved with Livingston Rotary, was a Livingston Planning Commissioner, and a Livingston Medical Group board member. He also volunteers at the Livingston Guru Sikh Mission. "And I would like to get involved with other organizations in the future." 

In his free time, you might find Manoj traveling, enjoying time with his daughter, or relaxing with friends and family. 

His favorite number is 21. "My dad, brother and I were all born on the 21st." How's that for a coincidence? 

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