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.

2019 Tax Planning and Almost Completely True Facts About David Barnes

Yes, here I am again -- and yes, I know the W-2's haven't arrived, and you might not have begun to really think about little ol' David Barnes and your taxes yet. But today I want to offer you some reasons why ... well, you should.In fact, there are LOTS of good...

David Barnes’ “Help Me Remember” Holiday Prayer

These last couple weeks of 2021 are already a little unusual.Current events are swirling around virus policy, the big Biden "Build Back Better" Act seems to have hit a Joe-Manchin-sized brick wall, sports leagues are in an uproar around rising case numbers, and...

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...

What Southern California Taxpayers Should (and Should NOT) Do With Their Economic Stimulus Checks

So, you got that stimulus check (or, as the government wants to call it, your "Economic Stimulus Payment")...What next for Southern California families and individuals?Please use these funds wisely.If I could sum up my advice for next steps, it would be this: act like...

David Barnes’ Insights on Good Debt Vs Bad Debt

Before I jump into outlining good debt vs bad debt for all those in Southern California trying to tackle their personal debt, let’s touch on some news from everyone’s not-so-favorite government agency. Late last week (Friday news dump?), ye olde Internal Revenue...

A Strategy For Southern California Taxpayers With A Higher Than Expected Tax Bill

Taking a look around the world these days, and where things seem to be headed...But our heads are high here at Barnes Accountancy Corporation because we worked our tails off for our Southern California clients this year. We helped a bunch of people save a ton on their...

The latest on when Southern California taxpayers will get their stimulus check — and Social Security Beneficiaries too!

Yesterday, we learned some news, and I thought I'd send you a short note for you to hear this (it is a welcome change).Earlier this week I wrote to you (and it has been all over the news) about the economic stimulus checks (typically for $1,200 for single filers and...

The NFT Craze, Explained By David Barnes

Events are happening fast in tax world, and we are VERY busy here at Barnes Accountancy Corporation. But this is a good thing -- we've been preparing for this season all year, and we love to serve.We knew that there would be unexpected curve balls this year, but...

Taxes for Teens: What Southern California Parents Need to Teach Their First-Time Filers

Last week I talked about smart ways to launch your financial life for young people.And you know what is kind of hilarious? I forgot to talk about TAXES for Southern California teens.Yes, yes I did.So, I'm fixing that today.Before I do: one more reminder that October...

Separating Truth From Fiction Around The Stimulus Payments For Southern California Taxpayers

Now, more than ever, it's important to keep your mind clear.With so many of us spending more time than ever online and on our devices, there are even more opportunities for falling -- no, DIVING -- into rabbit holes of distraction and unproductive emotion.Yes, I'm a...

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!