Services

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

Ag Team To Attend Iowa State Center for Ag Law & Taxation Event
      

Jeff Coleman, Chad Van Houten, Donae Caravalho, and Jeff Bowman will attend a two-day seminar about farm income tax, estate and business planning from July 30-31. Hosted by the Iowa State Center for Ag Law & Taxation, this seminar is designed to provide attendees with a comprehensive and practical understanding of major agricultural tax, estate, and business planning issues. Jeff Bowman, CPA and Principal, says, "I'm excited because they have an excellent panel of national experts to talk about current updates from tax court cases and IRS rulings that impact our ag clients. It's also a great chance for our team to brainstorm and discuss some of the most complicated technical client issues that we deal with in regards to business entities and tax planning." 

Featured Staff

Ian serves as a lead client contact focused on attest services. He applies his international perspective gleaned from working with clients from multiple industries including utilities, technology, pharmaceuticals, retail and not for profit. Although Ian initially started out as a marketing major at Cal Poly’s Orfalea College of Business, he later switched to the accounting program to gain more insights into how businesses run.

Ian is a Modesto native but spent seven years with PWC (PriceWaterhouseCoopers) – starting as an intern in San Jose, then joining the firm’s LA office before eventually transferring to their offices in first Edinburgh and later Aberdeen, Scotland.

While abroad, Ian and his wife Jessica found time to travel throughout Europe, including a 3,000 mile camping trip through France and Italy with their 5-month old son. Ian "considers Edinburgh one of his favorite places in the world, despite the high cost of living in the UK." He highly recommends traveling there, especially during the festivals in August.   

Ian would like to spend his Saturdays in June with his young family enjoying the ocean either in Carmel or Pismo Beach. By October, he’s likely to be headed to Big Sur for a camping trip. When January rolls around, Ian will no doubt be yearning to put his season pass to use snowboarding at Dodge Ridge.

Thanks! Would you like to provide some more information?