Whether completing tax returns or organizing submission of needed financial information and documents to an already engaged tax preparer, Hugh Gross does not regard tax returns as a commodity but rather as a reflection of the individual or entity whose return is involved. Tax planning and tax return preparation are therefore an integral part of any entity’s financial well-being.
Whether analyzing and interpreting the financial condition and performance of a business, or reviewing the procedures used to record the transactions themselves, every person and business needs to know how things are going. Hugh Gross helps individuals and businesses establish the systems and controls needed to organize their financial data to meet whatever reporting, compliance and/or decision-making requirements may exist.
When dealing with an auditor, a bank, the Internal Revenue Service, Franchise Tax Board, Board of Equalization, a workers compensation insurance company or any other institution feels like the last straw in an endless stream of compliance driven demands, Hugh Gross understands the process and can translate. Auditors often welcome the participation of a professional who expedites the return of requested information. Audited companies and individuals need an advocate.
For companies in transition or who simply need the support of a full-time Chief Financial Officer on a part-time basis, Hugh Gross is available to help individually or as part of a team with any funding, record-keeping, compliance or tax-related challenge. His experience assisting companies manage the growing pains associated with developing systems and controls intended to free company founders and management from having to do everything themselves, allows him to specifically tailor his services to the needs of any client.
HUGH GROSS is a CPA and business consultant who is especially experienced as an interim CFO and problem solver in the areas of family office administration, portfolio management, commercial real estate brokerage, investment fund administration, manufacturing and tax. He is the founder and owner of the registered investment advisor Scepter Financial Group, which actively manages private stock brokerage accounts using an accounting-oriented, value-driven quantitative approach, and of Private Lenders Group, a Bureau of Real Estate-licensed commercial mortgage broker. A graduate of Yale University, Hugh enjoys many creative pursuits and produced the independent family film “After the Wizard,” currently playing on the Starz Kids & Family Channel. Fluent in Japanese, Hugh lives with his wife and two daughters in Santa Monica.