Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Provisions of the Second Coronavirus Relief Bill That Affect United States Small Businesses

Wow, does it ever feel good to have turned the page on 2020. This first "working week" is when I finally began to feel the newness of it all.Yes, it's "just a date" on a Gregorian calendar, but ...2021 holds great promise for our West Sacramento business clients. With...

Struggling United States Businesses Be Careful With Price Reductions

Here we are, with Q3 of 2020 in the rearview mirror, THANK GOODNESS.Only one more quarter left in this 2020 donkey -- but it's going to be an eventful one.I get asked a bunch by United States clients and friends what I think the markets will do, and the only thing I...

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...

Taxes for Teens: What United States Parents Need to Teach Their First-Time Filers

Last week I talked about smart ways to launch your financial life for young people.And you know what is kind of hilarious? I forgot to talk about TAXES for United States teens.Yes, yes I did.So, I'm fixing that today.Before I do: one more reminder that October 15th is...

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...

Use These Financial Reports For Business Decisions By Mike Ornelas

Just in time for the weekend, the IRS issued Friday-evening guidance about the overly-hyped (at first) payroll tax "holiday".There was initial hope that this might be a great shot-in-the-arm for United States businesses and employees, but given how the thing is...

Bad Money Habits Keeping United States People in Debt

Today’s topic (bad money habits) calls for a little bluntness… a bit risky, I know, but necessaryfor any United States person finding themselves in debt to the IRS.And I’ll give a caveat here and say that what I’m talking about today has nothing to do with people in...

Six Common Ways Sacramento County Taxpayers Receive IRS Audits

With the tax deadline bearing down on us, I thought I'd touch base today, to give you some thoughts on what could get you into hot water THIS tax season. And, well, really any tax season. Now ... sometimes, Sacramento County clients come to us from other Sacramento...

The Case Against United States Residents Not Paying Federal Taxes

What a fantastical dream -- to pay no taxes.Now ... would it surprise you if I said most American households (including many United States households) enjoyed that very dream in 2020 because they ended up not paying federal taxes - not a single dime?Last year’s...

What Your Sacramento Business Must Do While Awaiting SBA Payroll Loans

Before I get into some of what we have learned over the weekend about the SBA payroll program, I want to speak to you -- business owner to business owner.To survive in this hour, you will NEED two major qualities: Clarity and Patience.The SBA payroll program offers 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!

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