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.

A Note on the Coronavirus for Southern California Families

As COVID-19 snakes its way through the world, what's becoming clear to me is that ... well, not much is clear.From death rates (relying upon shaky data from totalitarian regimes), to spread rates, to proper precautions -- you can find an article from a...

David Barnes’s Next Steps After Settling With The IRS

Let's talk about what happens AFTER we are able to strike a deal on your behalf with the IRS. Because after all, that really is the goal here isn't it? So ... the IRS agreed that you could not pay all of your taxes back, and that a settlement was in everyone's best...

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...

An Important Update For Southern California Taxpayers On IRS Notices

Even as a Southern California tax professional, when I get a letter from the IRS addressed to my business (or, worse, to my home), I share with you that feeling of initial trepidation: what fresh hell will I now have to deal with?More often than not, it's something...

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...

David Barnes’ Keys For Negotiating With The IRS

The dog days of summer are here, and things are definitely heating up. :)In particular, our phone lines.Now that the dust has settled since the main personal deadline, IRS notices have been trickling out, and we've had an uptick in people who need assistance digging...

Buying a House in Southern California During this Housing Shortage

Buying a house in Southern California right now is painful. Very painful. Inventory is at a historic low, and prices are skyrocketing.I have some thoughts -- and while this is admittedly not within my direct "wheelhouse" ... I think it will help as we move through the...

The Breakdown Of Trust In Southern California And How To Rise Above

I've written a fair amount over the past few weeks about all of the specific provisions in the CARES Act, related to economic stimulus checks, various tax savings strategies, financial implications, and then some.And I will continue to be covering these topics in the...

Fixing Your Credit Score: How Southern California Spenders Can Build Better Credit

We’re nearing the end of "extension season" around here at Barnes Accountancy Corporation ... and it's been a doozy.With so many changes thrown at us, word on the tax professional street is there are going to be a lot of very tired and very grateful Southern...

Southern California Taxpayers It’s Time To Deal With Your 2020 Tax Return

We can't electronically submit tax returns to the IRS until Friday, February 12. Nobody can.But that doesn't mean we can't help you get started. In fact, we're already in process with a few Southern California clients, and more and more are contacting us every day.If...

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!