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 Preparation

Stop missing out on potential deductions that could be saving you big money!

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.

Let’s Talk About Your Business…

See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.

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...

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...

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...

Five Ways To Get Small Business Help Right Now For Your Sacramento Business

I'd like to simplify things for you today.There is so. much. noise. right now about how to survive (even thrive) in the midst of this very difficult season."Pivot" they say.And yes, if you are running a business, these times call for a bit of a shift. Only a very...

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...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your Sacramento County business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our...

Mike Ornelas’s Next Steps After Settling With The IRS

Let's talk about what happens AFTER we are able to strike a deal on your behalf with the IRS.Because after all, that really is the goal here isn't it?So ... the IRS agreed that you could not pay all of your taxes back, and that a settlement was in everyone's best...

A Basic Mid-Year Tax Planning Method for Sacramento County Taxpayers

I had the wonderful opportunity to attend an educational conference in Tucson this past weekend, and it poured heavy rains and the weather was cooler. Because we are right in the thick of summer, it's tempting to just sit back and hit the cruise control for the next...

The In-Person IRS Debt Threat For Sacramento Taxpayers

The IRS shared something this week that might be (and probably SHOULD be) causing some angst in certain corners.But before I get to that, would you do me a favor?If you have used our services before (whether dealing with an IRS debt issue or even other, more basic tax...

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!