Certified Public Accountant Services | Financial Planning & Tax Preparation
Your reliable partner for achieving financial success, providing expert CPA services, thorough financial planning, and dependable tax preparation services.
SERVICES
Tax Preparation
Accurate and timely tax preparation services are essential for maintaining compliance and avoiding costly mistakes. As a Certified Public Accountant (CPA), the firm delivers dependable, detail-oriented tax preparation services for individuals, families, trusts & estates, and businesses.
Tax laws are constantly changing, and this tax service ensures every return is prepared using the most current regulations—maximizing deductions and credits while minimizing the risk of audits or penalties. Whether filing a straightforward individual return or a complex multi-state business return, each engagement is handled with precision, confidentiality, and personalized attention.
The firm prepares federal, state, and local tax returns for individuals, corporations, partnerships, estates, trusts, and nonprofit organizations. Services also include electronic filing, prior year return reviews, and support with IRS or state tax notices.
With the expertise of CPA services, clients can be confident that their returns are prepared accurately and efficiently, all while emphasizing their best financial interests and ensuring effective tax planning.
Tax Planning
As a Certified Public Accountant (CPA), the firm provides expert CPA services that focus heavily on financial planning and tax planning strategies. The goal is to empower clients to make informed financial decisions while effectively minimizing tax liabilities. This service goes beyond typical tax preparation services by emphasizing proactive, year-round strategies and tax projections that are tailored to each client’s unique financial situation and objectives.
Whether managing personal income tax, preparing for retirement, navigating business growth, or planning for significant financial milestones, a customized tax planning identifies opportunities, mitigates risks, and ensures compliance with federal and state tax laws.
CPA services include income forecasting, strategic timing of income and deductions, quarterly tax estimates, investment tax strategies, and evaluating the tax impact of life or business changes. With extensive knowledge of evolving tax codes, the firm offers trusted guidance that helps individuals, families, and businesses stay ahead while avoiding costly surprises.
Business Services
Bookkeeping
Accurate bookkeeping is the foundation of sound financial management. The firm offers reliable CPA services focused on dependable bookkeeping tailored to individuals, small businesses, and nonprofits—ensuring up-to-date records, organized financial data, and compliance with accounting standards. Accounting services include bank reconciliations, general ledger maintenance, and financial reporting to assist clients in making informed decisions, all integral to effective financial planning.
Payroll
Simplify payroll and maintain compliance with customized payroll processing designed for small business to mid-sized business. Payroll services encompass wage calculations, tax withholding, direct deposit, quarterly filings, W-2s, 1099s, and payroll tax compliance, all aligned with best practices in tax planning.
Sales Tax
Stay compliant with the ever-changing sales tax laws. The firm offers sales tax registration, preparation, and filing services tailored to businesses operating in one or multiple states. Ensure accuracy with nexus analysis, filing schedules, and audit support, all part of the comprehensive services.
Business Tax
Whether you're a sole proprietor or a growing corporation, accurate tax handling is essential. The firm provides expert tax preparation services, including business tax return preparation, planning, and compliance for C-Corps, S-Corps, LLCs, partnerships, and nonprofit organizations. Services cover multi-state tax compliance, local tax filings, quarterly estimates, year-round planning, year-end planning, tax projections, and IRS representation.
Personal Financial Planning
With the expertise of a Certified Public Accountant (CPA) and the advanced training of a Master Planner Advanced Studies™ (MPAS™) professional, this firm provides reliable and personalized financial planning services. Financial planning services cover everything from retirement and investment strategies to education savings, estate planning, cash flow management, and tax preparation services, ensuring that each plan is customized to support your financial peace of mind.
Plan with Purpose. Prepare with Expertise.
Estate & Trust Tax Services
Administering an estate, trust, or guardianship involves significant tax and fiduciary responsibilities. The firm provides specialized CPA services designed to assist executors, trustees, fiduciaries, and legal guardians in fulfilling their obligations with accuracy, compliance, and confidence.
The firm's comprehensive suite of tax preparation services encompasses the preparation and filing of Form 1041 (U.S. Income Tax Return for Estates and Trusts), Form 706 (U.S. Estate Tax Return), Form 709 (U.S. Gift Tax Return), and inheritance tax filings according to applicable state laws.
Additionally, the firm offers fiduciary and guardianship accounting, which includes:
- Annual, judicial, and final accountings for estates, trusts, and guardianships
- Preparation of reports that adhere to the Uniform Principal and Income Act and Surrogate’s Court Rules
- Trustee commissions, beneficiary distributions, and custodial account analysis
- Financial reporting for guardians managing the assets of minors or incapacitated individuals
- Support for court-required filings and compliance documentation, ensuring thorough financial planning for all parties involved.
Customizable Services
Every client has unique accounting and tax needs. The firm offers customizable CPA services designed to meet the specific requirements of individuals, families, and businesses. Each engagement is approached with personal attention, clear communication, and a commitment to delivering thoughtful, effective solutions based on a deep understanding of the client’s goals and financial landscape, which includes comprehensive financial planning and efficient tax preparation services.
MISSION
PICO-GIL CPA, P.C. is committed to delivering expert CPA services, which include personal income tax preparation services, planning, and compliance. These services are designed to help individuals and families achieve financial stability today while confidently preparing for the future. The firm recognizes that understanding personal income tax laws can be complex, and it aims to provide clear, personalized solutions that maximize tax benefits and minimize liabilities.
Beyond tax preparation services, PICO-GIL CPA, P.C. also offers comprehensive financial planning and advisory services that align with clients' long-term goals. The firm prioritizes open communication and a deep understanding of each client's unique financial situation to offer trusted, research-driven guidance.
With a commitment to professionalism, accuracy, and individualized attention, PICO-GIL CPA, P.C. strives to build lasting relationships by providing reliable CPA services, tax preparation services, and financial planning that empower clients to achieve peace of mind and financial success.
VALUES
At PICO-GIL CPA, P.C., real relationships and real results matter. The firm was founded on the belief that great financial service starts with honesty, clarity, and a genuine commitment to helping people thrive.
Core values that guide every client interaction:
- Integrity First – Always doing what’s right, not just what’s easy.
- Clarity & Communication – Explaining the complex in a way that makes sense.
- Personalized Service – No one-size-fits-all solutions—your goals shape the plan.
- Privacy & Trust – Your information stays secure and confidential, always.
- Continuous Learning – Staying current with tax law and financial trends to bring clients the best advice possible.
- Responsiveness – Quick answers, clear timelines, and dependable follow-through.
PICO-GIL CPA, P.C. is more than a tax firm—it’s a financial partner committed to helping clients make smart, confident decisions every step of the way.
The CLEAR framework: - Client-Centered Approach - Long-Term Success - Empowering Your Financial Decisions - Accurate, Personalized Service - Responsive and Transparent Communication
