At Citrus Tax Advisors, our mission is to empower individuals, families, and businesses with expert tax guidance rooted in integrity, clarity, and care. Led by CEO Gigi Rinehart, a seasoned tax professional with over 30 years of experience, we are committed to simplifying the complexities of tax law while building lasting relationships based on trust and personal connection. We believe that financial peace of mind is essential to living a fulfilling life, and we strive to deliver solutions that support both financial success and family well-being.
Citrus Tax Advisory was created by Dave Johnson originally in 2016 along with two of his friends from Carter & Burgess, but when Dave took the job at Otak, the company went dormant until 2024. In 2024, the company has been reborn. With Dave's 33 years of experience in the Architectural and Engineering Industry, he wanted to create a company to serve CFOs and controllers working in the AE industry. Dave has 25 years of experience as a CFO in six AE firms and he is uniquely suited for assisting AE companies in achieving their objectives. Dave got his MBA from TCU in 2003 while working at Carter & Burgess in Fort Worth. He has an incredible depth of operational financial experience in the AE industry and has worked for eight well known AE firms. Dave is highly experienced and dedicated to solving problems and driving improved performance. He covers all aspects of a CFO or Controllers job function and focuses on strategic alignment to maximize results.
Dave has been a financial leader in the industry for over 30 years and he has had to struggle to solve a wide variety of industry issues. He is focused on helping you in all operational financial aspects of a CFO or Controllers job. That includes strategy, defining metrics, forecasting, structuring, design of financial reporting, assistance in hiring consultants, leadership skills development, providing information so you can work with your CEO or board, and providing examples of how others do things. We seek to provide you with proven solutions to the industry’s common as well as some unusual issues. We hope to not just improve one company but to help the entire industry solve key issues specific to AE Companies. In some cases it may be just linking you with others who have experienced similar issues. In most cases, we can help provide solutions from our experiences.
Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.


Calculators
Client Portal
SecureSend
Internet Links
Tax Due Dates
Tax Rates
Record Retention Guide