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.

The Pareto Principle And Your Central California Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be real tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...
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The First Thing You Need To Do

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.

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Growing Customers For Life For Your Central California Business

We're starting in on the second half of the summer, and I have a question for you: How are you feeling about 2017 thus far for your Central California business? Now that we're over halfway through the year, it's a nice time to take stock. So, really, I'd be...
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Should You Buy A Building For Your Central California Business?

Every week, we advise our clients about how to handle their Central California businesses, and particularly their finances. It's a big part of what we do around here, and many don't even realize how much we're willing and able to help. (And that's fine, because we are...
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Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...
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Let’s Start a Conversation…

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.

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Three Keys To Shorter Meetings For Your Central California Business

Last week I wrote about working less, and testing the 80/20 hypothesis for your Central California 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...
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Goal Setting For Your Central California Business

Goal setting. Some people *love* reading and writing about it; but to others, it can provoke a sure-fire rolling of the eyes. Indeed, this whole ritual of "goal-making" can feel very cliche, but look -- we all need little "nudges" to help us actually make changes in...
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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.

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Keeping Your Central California Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Central California 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...
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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!