The Firm
Our services range from tax compliance, tax planning, tax controversy, and tax research. Please View our Tax Service Fees
Our integrated system allows our clients to track all potential deductions by automatically tracking mileage, attaching receipts to business expenses, creating invoices, and categorizing business expenses.Bookkeeping Fees
We as Notary Public's act as an impartial third-party witness to the signatures of a document, but also to all parties who sign a document. Documents we sign are:Mortgage Deeds, Real estate documents, Loan Applications Loan Modifications, Structured settlements documents,Power of attorney documents And anything needing a notarization. Call us to inquire about our mobile services tel:650-273-8007
With our ever evolving tax code, most find themselves detached from their financial freedom. We can help! We have compiled videos , lectures and scripts to help understand the IRS tax codes and its complexitiesResource pages
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We aim to provide value to our Community !
Become a Millionaire
Link to Calculator It may surprise you how quickly you can accumulate a million dollars. Use this calculator to determine the annual amount you would have to set aside each year to reach a million dollars and reach your goal to be a millionaire.
Credit Card Debt
Calculate Now Ever wonder how to manage your Credit Card Debt payments ? Americans today owe more money than ever before. The fact that ‘interest never sleeps’ means that the situation will continue to worsen unless steps are taken at the individual level to reduce or eliminate debt. Use this free calculator !
Tax App
Create an account and send all important documents to your tax preparer quickly, safely, and effectively through the Taxpass App ! Apple Android Preparer code : WE5JXEDU
Tax Prep Checklist
Tax Prep Checklist Personal Information Your social security number or tax ID number Your spouse’s full name and social security number or tax ID number Dependent(s) Information Date of birth and social security numbers or tax ID numbers Childcare records ( including the provider;s tax ID number) if applicable Income of other adults in your Read more about Tax Prep Checklist[…]
Where’s my Refund ?
By clicking on the link, you will be redirected to the IRS website: Federal Taxes: www.IRS.GOV/Refund Please have your Tax Return readily available with the following information. Social Security Number Filing Status: Single, Married filing jointly, Married Filing separately, Head of Household, Widow The amount of the Refund you are expecting California State Refund Read more about Where’s my Refund ?[…]
17 habits of self-made millionaires, from a man who spent 5 years studying rich... #PoweringProsperity @intuitaccts via Andrew Wall http://bit.ly/35UzKOy
Some clients have always needed more time to get in returns, but this tax season saw an avalanche of extension requests. And while the Tax Cuts and Jobs Act played a major role, it wasn’t the only factor driving more and more clients beyond April 15. https://trib.al/13bebBM
