Peter Gaylord provides tax preparation & tax planning services in the Roseville, Rocklin, and Lincoln, CA areas, in addition to the Bay Area. Peter is an Enrolled Agent (EA). Learn more about the services provided by an Enrolled Agent here.
Peter’s education also includes an MBA (Top 5% of Class) from Michigan State University, a Certificate in Finance (Awarded with Distinction) from UC Berkeley Extension, and the CFA (Chartered Financial Analyst) Charter. Additionally, he completed the Entrepreneur Boot Camp at the Stanford Graduate School of Business.
Experience
Peter Gaylord, EA has provided tax services for seven (7) years, preparing more than 1,000 returns for individuals, partnerships, and corporations (both C & S Corps). Additionally, Peter has provided tax counsel and advice to an incremental 4,000 taxpayers to taxpayers located in all 50 states, as well as U.S. Expatriates located around the world.
My tax preparation services leverage additional accounting, finance, and investing experience as a Senior Financial Analyst to major corporations including EA (Electronic Arts), Wells Fargo, Walmart.com, and VISA. I am also an experienced investor and the owner of Gaylord Wealth Management, LLC. See gaylordwealth.com for more information. At E*TRADE I worked as a Marketing Manager and oversaw client investing as a General Securities Principal and Registered Options Principal, and held the FINRA Series 4, 7, 24, 63 & 65 Licenses.
Peter Gaylord Services, Inc.
Rocklin, CA
petergaylord.com
I am a CFA (Chartered Financial Analyst) Charter Holder and have over two decades of work experience in the Tech Industry. As a result, I am well-versed in the tax issues surrounding investing, stock options, ESPPs, RSUs, and other complex tax situations. Please visit the CFA Institute website for more info on the CFA Charter. The majority of the individual tax returns I prepare are considered “complex”, involving self-employment, businesses (Schedule C), rental properties (Schedule E), complicated items such as 1031 Exchanges, and other issues related to individuals with high incomes.
Tax & Financial Planning
The preparation of tax returns is just the starting point, and many tax preparers stop there. As a result, the majority of taxpayers are constantly in a reactive mode, only determining their taxes due or refunds to be received after the fact. Too often this leaves the taxpayer with complex tax situations to work out with the IRS, the California Franchise Tax Board, and other tax authorities, not to mention large tax bills, interest, and penalties.
To avoid this fate, I work with clients to stay on top of their tax situation by examining proactive strategies. From the simplest steps, such as determining adequate income tax withholding and estimated payments, to more complex subjects such as income recognition, individual and business deduction planning, opportunities to take tax credits, tax minimization through efforts such as pre-tax deductions, HSAs, retirement contributions, and other strategies. Further, I work with clients to conduct financial planning and to take taxes into consideration as part of the big picture.
Contact Information
For more information please contact me at gaylordtax AT gmail.com or by phone at 279 – TWO TWO TWO – 1730.
Peter Gaylord Services, Inc.
Rocklin, CA
petergaylord.com