YOUR TRUSTED FINANCIAL PARTNERS
Welcome to PGB Advisory, a boutique CPA firm specializing in tax planning, advisory, and compliance for business owners, real estate investors, and individuals and families with complex financial lives. We combine technical expertise with real-world experience in business, real estate, and wealth management to help our clients make informed decisions and maximize the value of their financial opportunities.
PGB Advisory was created to move beyond the traditional tax preparation-focused CPA model. We built a tech-forward firm to replace reactive compliance with clearer visibility, proactive planning, and ongoing advisory support. Our goal is to combine modern tools and professional judgment to help clients stay informed, prepared and confident throughout the year.
SERVICES
Tax Preparation
Expert preparation that brings together the details of your financial life into an accurate, complete, and optimized return.
Tax Advisory
Proactive tax planning that delivers clarity, minimizes surprises, and turns tax-savings opportunities into measurable value.
Financial Accounting
Accurate, timely financial information that gives you the visibility and foundation you need to plan confidently, make informed decisions, and stay ahead of your business.
Planning in Practice
Case Studies: Strategic Guidance in Action
$100,000+ in Annual Tax Savings
Business Tax Planning
A successful business owner was generating significant profits under a tax-inefficient vehicle. We redesigned the business's tax structure, including compensation and retirement planning and the strategic use of available Federal and California tax provisions - resulting in more than $100,000 in annual tax savings.
$250,000+ in Tax Benefits
Real Estate Investment Planning
Advised a real estate investor on structuring new investments to unlock significant deductions, while strategic 1031 exchange planning allowed gains from property sales to be deferred and reinvested. By coordinating tax planning across acquisitions and dispositions, we helped the client maximize deductions upfront while deferring taxes on subsequent gains.
$725,000 in Tax Savings
Family Estate Planning
A prospective client connected with us while already in escrow to sell a long-held family property. We recognized a significant tax-planning opportunity that would otherwise have been missed, coordinating the sale with a deferred exchange and the family’s broader estate plan. The strategy ultimately produced approximately $725,000 in permanent tax savings for the family.
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