gray cpa

Office Hours
*Our physical Westlake office is open Monday – Thursday from 9:00 AM to 4:00 PM. Fridays are available by appointment only. Phone support is available beyond these hours, so please don’t hesitate to call.
*To ensure the best experience and any one-on-one needs, we recommend you pre-schedule for in-person visits. We’re also happy to arrange phone or Zoom/Teams meetings, which can offer additional flexibility.

Client Portal

Family Budgeting: Old versus New

Sep 25, 2025 | Finances, Planning

Family Budgeting: Old versus New Family budgeting has often less about numbers and more about finding something that works. But while budgeting used to involve envelopes, calculators, and arguments at the kitchen table, today’s families have upgraded (or...

What the New Tax Bill Means for Parents

Sep 14, 2025 | Finances, Planning, Taxes

What the New Tax Bill Means for Parents Deductions, credits and more The One Big Beautiful Bill Act of 2025 (OBBBA) contains a number of tax breaks for parents. Here’s a summary of what’s in the bill for families, including planning tips to make the most...

Tip and Overtime Tax Breaks Require Your Attention

Sep 7, 2025 | Planning, Taxes

Tip and Overtime Tax Breaks Require Your Attention Best advice? Be prepared NOW! Two new major tax changes, No Tax on Tips & No Tax on Overtime, are introduced in the One Big Beautiful Bill Act (OBBBA) passed on July 4, 2025. Here’s what you need to know...

Creative Ideas to Cut Your Food Bill (No Ramen Required)

Aug 3, 2025 | Planning

Creative Ideas to Cut Your Food Bill (No Ramen Required) You don’t need to survive on sodium-packed ramen or become a full-time coupon clipper to shrink your grocery bill. In the age of rising food prices and shrinking portions, here are several ways that smart...

Be Prepared for Surprise Business Expenses

Jul 21, 2025 | Business, Planning

Be Prepared for Surprise Business Expenses Getting a bill for an unexpected expense can put a dent in your business’s cash flow. Here are some tips your business can use to handle these unforeseen bumps in the road. Stick to a reconciliation schedule. Know how much...