Tax Problem Resolution

You’ve got a friend in the tax business. Let us be your go-to for your any tax resolution needs you may have. From IRS wage garnishment protection to helping you get “Innocent Spouse” protection, we have the experience you need.

Email Marketing Strategies That Sacramento Businesses Should Avoid

I get a lot of replies and personal comments about the emails that I send out, both to our business owners (like you), and to our family/individual clients. So I thought I'd offer my quick thoughts to you as to why I do this, and open our kimono a little. I'm...

Training Your Heart For Good Financial Stewardship In Sacramento County

Working with my Sacramento County clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think that...

What Does The CARES Act Mean For Your Sacramento Small Business?

These days are moving VERY quickly, and we are working VERY hard to get communication out to our Sacramento clients and friends.You probably already heard that the CARES Act (the mammoth 880+ page disaster relief bill) was signed over the weekend, and help IS indeed...

Smart Planning for Financial Independence in Sacramento County

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I'd like to speak some encouragement to you. A few people in Sacramento County wrote me saying that they were feeling...

For The Sake of Your United States Business, Don’t Navigate This Extended Tax Season Alone

...don't navigate this season alone.The more we learn about the nuances of PPP forgiveness, EIDL regulations, the Employee Retention credit (an alternative, payroll-tax-specific way to save cash for your United States business) ... well, the more that we discover that...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Sacramento County small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural...

An SBA Funding Update And Four Scenarios Your Sacramento Business Could Be In

The second round of PPP funding began this Monday at 9:30AM Eastern.This funding was $322B (as opposed to the first at around $349B). The first round of $349B funded 1.6MM business.As for those who were waiting on that first round, the SBA hasn't shared recent...

How Your United States Company Can Do More With Less Time

If you didn't get a chance to do this before, would you shoot me back a quick note through the email button at the top of the page? I'd like to hear from you...How are things going for your United States business right now?I'd like to get just a few sentences about...

Good News for United States Businesses About

Just when we thought that the business-related news might slow down for United States business owners...Not only are unemployment numbers improving (much to the surprise and delight of the stock markets), but ...Congress passed, and the President has signed a bill...

What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In Sacramento County

There is this show I've been watching on Netflix called Heir Hunters, and it chronicles 30 research companies in the UK who race to locate surviving heirs when someone dies without a will. The research companies get a commission if they can locate the heirs. It's a...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!