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.

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IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Southern California Taxpayers with IRS Problems: How to Choose the Best Tax Advisor

The new year train has rolled out of the station and is picking up momentum already. First stop? Tax season.If you haven’t been thinking about or preparing for it, you should be! Especially if you’ve got unfiled taxes or owe back taxes. It’s really time to face those...

An Important Stimulus Bill Update For Southern California Taxpayers

You might have seen the news that Congress has agreed on the massive new stimulus bill, called the CARES Act.As of this writing, the stimulus bill is NOT YET SIGNED. But it is getting very close.And it might help you VERY much, depending on your situation.I will have...

David’s Top 5 Healthy Financial Habits

Yep, here we are in March, and that means that it's GO TIME for taxes. If it takes you a couple weeks to pull things together, and get organized ... well, now is a very good time to start the process.We're here for you with any questions: (714) 541-4338But don't panic...

Training Your Heart For Good Financial Stewardship In Southern California

Working with my Southern California 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...

Offer In Compromise Mills And Other Tax Scams For Southern California Taxpayers To Avoid

Every year, the IRS releases their list of what they call "the dirty dozen".(Apparently, the marketing gurus who work at the IRS think that if they give it a catchy name, maybe even a pop-culturey one, the people will pay more attention.)But aside from the cheesy...

Infrastructure Act Tax Implications for Southern California Taxpayers

I don’t know about you, but I'm still over here digesting leftovers from last week’s festivities -- as well as the passage of that trillion dollar infrastructure act in Washington (more on that in a minute). But as November turns into December, I realize (and you...

David Barnes’ 4 Keys For How To Gain Financial Independence

In our digitally saturated age, it takes somebody with an iron will to not be impacted by the environment around us. There is a sense of impending doom among some of my Southern California clients, a weight of cultural fissure and confusion. More and more think pieces...

How Southern California Taxpayers Can Support The Alabama Disaster Relief Effort

The college hoops brackets are set, and the madness begins. And, per the American Gaming Association, 47 million of us will be wagering $8.5 BILLION on this event.Which, of course, means that my mind immediately goes here.You see, we've already been knee-deep in our...

Debunking Estate Plan Myths For Southern California Taxpayers

On Friday, the IRS began accepting tax returns and people like me all around the country started buckling up for what is already quite a ride.With new PPP loans for Southern California small business owners, credits aplenty in all of the variety of stimulus bills,...

The Best Way For Southern California Taxpayers To Get Answers About Tax Debts

With all of the chaos we've been enduring, word on the tax professional "street" is that there is coming a FLOOD of people who will be owing tax debts to the IRS (and the SBA) in a few months.With unemployment as it (still) is, and the economy not fully reopening...

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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