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.

David Barnes’ Under-Utilized Pet Tax Deductions

Apparently, there are some politics things happening these days.But even more apparently, the tax deadline is three weeks away.Politics? As the young people say, ain't nobody got time for that.But you know what we DO have time for? Saving you a boatload on your taxes,...

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...

Federal Tax Liens and What Southern California Owers Can Do About Them

With any tax debt comes an awkward and unwelcome house guest: A federal tax lien.This tax lien exists as a matter of federal law, even if you only owe the IRS one dollar. For many people, it has no impact at all on their lives. But for a small percentage of Southern...

The Important Details of Mortgage Forbearance For Southern California Taxpayers

Here we are, just out of perhaps the oddest Memorial Day weekend in memory.The summer is here! But it feels like much of our country is still mired in winter. And that feels like it is still the case, no matter the hints of progress against this virus, and no matter...

Making Children Less Costly For Southern California Families With Kids Through The Child Tax Credit

To be clear, children are costly in the best way possible.Once the dust settles from changing diapers, sweeping floors, slapping bandaids on booboos, driving to sports practice, attending back-to-school meetings, saving for college, and buying countless goldfish...

Five Key Takeaways From The Second Coronavirus Relief Bill For Southern California Taxpayers

Say it with me again: it's a whole new year. 2020 is in the rearview...And 2021 is starting with some very nice treats for regular families in the clunkily-named "Coronavirus Response and Relief Supplemental Appropriations Act of 2021", also known as the "Consolidated...

David’s Tips for Protecting Personal Assets

You’ve probably got a story to tell. The one about how you got to where you are today. It probably involves lots of hard work and sacrifice. And money.Last I checked, people weren’t giving away their Southern Californiahomes and cars. And I bet that you put locks on...

Six Common Ways Southern California Taxpayers Receive IRS Audits

With the tax deadline bearing down on us, I thought I'd touch base today, to give you some thoughts on what could get you into hot water THIS tax season. And, well, really any tax season. Now ... sometimes, Southern California clients come to us from other Southern...

David Barnes’s Take on Paying Off Your Mortgage Early

We are for sure seeing a "turn signal" of sorts around here as 2022 barrels its way onto the horizon.How about you? Are you beginning to start thinking about next year? The turn of the seasons means a lot of different things to many people, but it seems just yesterday...

Third Stimulus Package Update For All Southern California Taxpayers

Despite what you might think, being a tax accountant is NEVER boring.We have all kinds of fun amusements that keep us going.We play little games like: "Guess The New Tax Law That Will Change Returns That Have Already Been Filed" -- catchy title, I know, and we get to...

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!