For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Worker Classification Steps for Orange County Businesses in 2022

And the books turn over.As we step over the threshold into 2022, we're all staring at much lower numbers in our P/L's. It's a new slate, and the possibilities are endless.What will you do in 2022? That's the question of the hour ... and it has much less to do with...

Who Should Orange County Businesses Pursue, Existing Customers or New Customers?

Many people in Orange County believe that the easiest customer to "sell" to is a referral customer. And in some ways, they're right.But in my opinion, the best kind of prospect to sell on your services is one you already have.So, that being the case, it sure does make...

Marketing Tactics that Lead to Business Growth, by Raymond Sawyer

Here we are in June 6th, and I'll open this here with a reminder to many of my business owner friends (because most of you have to deal with this): estimated taxes for the second quarter are due June 15th.This one always feels as if it came a little quick (two-month...

Estate Planning For Orange County Business Owners

We're rolling through busy season, and have begun to connect with many of our great Orange County clients. Already wrapped a few very elegant tax returns (if I do say so myself).One of my favorite things about this time of year is connecting with all of you, and...

4 Ways to Stop Quiet Vacationing In Your Orange County Business

It’s wild to think how much the business landscape has changed recently, isn’t it? Your processes (and even your own role in your Orange County business) probably look a lot different than what they did a few years ago. AI is transforming the business world fast....

The Why & How of Business Referrals for Orange County Owners

Firstly, before I jump into what business referrals could mean for your Orange County business, I wanted you to see this.You may have already heard me talk about this … but the explosion of shady flim-flammers gaming the Employee Retention Credit and making...

Business Taxes 2025 In Your Orange County Business Under Trump

It’s nice to know that, in the midst of so much division, Americans can still rally together around something – even if it’s just boxing. Over 60 million households Netflix-streamed the boxing match between Jake Paul and Mike Tyson that took place over the...

Raymond Sawyer’s Tips for Creating a Business Disaster Plan

The past year and a half has been stressful for everybody in Orange County. And I would argue it’s been doubly so for Orange County business owners.The thing is though, these things happen. Quite regularly. Maybe not global pandemics, but disasters in general.So, as...

Orange County Businesses: Here’s How to Deal with Negative Reviews

With all of the extra year-end bookkeeping and tax matters your business is trying to tackle right now, a social media storm is the last thing you need/want to deal with. But it's sadly the sort of thing that will not go away by itself. And how to deal with...

Five Ways To Get Small Business Help Right Now For Your Orange County 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...

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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