I'm Claudia Parker, founder of Capital Planning Bureau and an accounting and tax advisory professional with over 30 years of experience. I specialize in serving corporations and LLCs with comprehensive services that include accounting, CFO support, and advanced tax planning. Being bilingual in English and Spanish allows me to communicate clearly with a diverse range of clients.
My approach is proactive and strategy-driven—I meet with clients quarterly to ensure decisions are timely, tax-efficient, and aligned with long-term goals. I focus on protecting business assets, improving cash flow, and promoting sustainable growth. Clients appreciate my professional yet approachable style, and I pride myself on offering personalized guidance grounded in respect, transparency, and attention to detail.
Outside of work, I enjoy writing as a creative outlet. It helps me think deeply, communicate clearly, and share insights that empower business owners to navigate their financial decisions with confidence.
Licensing & Credentials
Services Offered
Tax Specialties
