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.

Instilling Financial Literacy For Kids In Orange County

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

Focus Training For Folks In Orange County

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Good News for Orange County Businesses About

Just when we thought that the business-related news might slow down for Orange County 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...

My Orange County Small Business Health Quiz (Part 1)

Last week, when I wrote my message to our Orange County business clients, the biggest news was the second round of the PPP, and that expenses covered under the first round of it would be tax deductible.Has anything happened since then?Goodness, even just the "mere"...

Use These Financial Reports For Business Decisions By Raymond Sawyer

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 Orange County businesses and employees, but given how the thing is...

How To Find a Business Mentor In Orange County

We're knee-deep in extension-land for some of our individual and family clients from Orange County (extensions due in about a week). And I'm glad to say that we've been able to help a lot of families keep far more in their pockets than if they had used the "drag and...

Delayed Gratification: Staying Focused to Get Ahead (Later) in Orange County

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

Thank You For Making The 2019 Tax Season Our Best Ever

Here we are, and "tax season" is behind us.But the truth is that tax season actually never ends for us. We just get a little less busy. But what a 2019 tax season it was.Thank you so much for your trust, and for allowing us to walk with you during such a sensitive and...

Why Soft Skills Are The Future For The Orange County Workforce

We work with many Orange County business owners, so that means that the April 15th deadline doesn't carry quite the same "relief" that it does for many firms who work primarily with individual tax returns.Which is one of the reasons why you still see me posting a...

Three Key Reasons You Should Consider Offering Unlimited PTO For Your Orange County Company

That old adage isn't actually accurate. In my line of work, I'm learning something that it would behoove you to also understand:Time is actually worth more than money.So many Orange County businesses have internalized this reality, and have built huge enterprises...

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!