​About Us – Capital Planning Bureau
Strategic Financial Guidance. Rooted in Integrity. Built for Results.
We are an advisory firm with decades of hands-on experience helping clients navigate complex tax, financial, and business decisions. Our work is rooted in strategy, discipline, and practical insight gained from real-world situations not templates or shortcuts.
About Capital Planning Bureau
Capital Planning Bureau is a strategic tax advisory and compliance firm built for established business owners who need clarity, structure, and forward-looking guidance especially those operating through corporations and LLCs.
Many businesses appear successful on paper yet still make tax and financial decisions reactively. Our role is to bring discipline and strategy to those decisions by combining proactive planning with accurate execution, so clients can move confidently, reduce unnecessary tax exposure, and stay fully compliant over time.
The firm is led by Claudia Parker, a business tax analyst with 30+ years of experience focused on advising corporations and LLCs. Her work emphasizes practical strategy, clear communication, and long-term decision support not transactional, one-time engagements.
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Her Expertise Includes:
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Advanced Tax Planning & Advisory Designing: Proactive strategies to reduce tax exposure, protect assets, and support long-term growth — particularly for LLCs and corporations.
Accounting & Financial Reporting: Ensuring accuracy, structure, and clarity so clients truly understand their financial position.
CFO-Level Financial Strategy: Analyzing Financial statements, cash flow, and projections to support informed, forward-looking decisions.
Entity Structuring & Compliance: Advising on appropriate legal and tax structures (LLC, S-Corp, C-Corp) aligned with business goals.
Insurance & Goverment Tax Resolution Support: Assisting clients with government and insurance communications, documentation, and coordination, with professionalism and care.
Our Mission
To serve with integrity and prepare clients for long-term financial success by delivering strategic, experienced, and values-driven business support.
Our Vision
To inspire and empower business owners by turning complex financial information into clear, actionable knowledge — and anticipating opportunities before they arise.
What Clients Can Expect When you work with Capital Planning Bureau
You can expect a team that:
01.
Gives Clear, honest guidance
even when the answer isn’t easy
02.
Treats your finances with discipline and respect,
because every decision matters
03.
Communicates transparently
so you always understand what’s happening and why
04.
Follows through
taking ownership of both recommendations and implementation
We built Capital Planning Bureau because too many business owners feel uncertain, reactive, and overwhelmed when it comes to their finances. Our role is to bring structure, clarity, and direction — one conversation, one decision, and one strategy at a time.
How We Work With Clients
Strategic First
We begin with strategy — understanding the business, the structure, and the long-term goals before implementation.
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Proactive Planning
Our work is designed to anticipate issues and opportunities before they arise, not react after the fact.
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Disciplined Execution
Every recommendation is supported by accurate records, proper documentation, and compliant execution.
Clear Communication
Clients understand what’s happening, why it matters, and what decisions are needed — without unnecessary complexity.
