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.

How To Find a Tax Preparer For Southern California Folks With IRS Problems

The autumn leaves are changing, and “the most wonderful time of the year” is right around the corner… I’m guessing tax season isn’t exactly at the front of your mind. But it should be! (At least in the top five things at the front of your mind.) Because as long as…

David Barnes’s Introductory Thoughts About The Proposed Infrastructure Bill

Over the weekend, we were “treated” to heartbreaking images. No matter how any Southern California person feels about our involvement as a nation in Afghanistan, the human toll of that involvement — and now our seemingly hurried departure — can…

The Difficulty (and the Power) of Thanksgiving

Perhaps it’s because of the craziness of the past year and a half, maybe it’s the local Southern California the weather … but for some reason, the holiday season has caught us off guard over here at Barnes Accountancy Corporation. Wasn’t it just the end of…

A Powerful Example of Tax Planning For Southern California Families And Individuals

It’s wild to think that there are only four more months in 2019. As we get older, time sure does fly. And unfortunately, many get stuck in a rut from year to year. Specifically related to taxes — many do not look at, or even think about, their tax…

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…

Understanding Your FICO Score by David Barnes

We’re already a week into June, and our timing still feels askew because of the extended deadline … but we’re here, and we’re still in your corner for all things tax and financial. In fact, I want to do a fairly deep dive on a very pertinent…

Effective Financial Documentation Strategies for Southern California Taxpayers

A few timely things to get to, before I offer you my thoughts on a good task for you to do this week… First of all, the IRS has apparently caught up on processing their backlogged mail that stacked up during COVID closures. Or, well enough, they say. That means…

Post-Stimulus Taxes for 2020

I mentioned last week the key provisions of the “American Rescue Plan,” while it was just proposed legislation. Now that the House has passed it, there is more meat on those bones. I’ll run it all down for you once it’s been signed by the…

Retirement Money and Five Financial Mistakes To Avoid by David Barnes

This is the time of year when we are normally opening up to file returns on behalf of Southern California clients, and taking a breath of “calm before the storm”. Not this year though. Not only is actual tax filing delayed until February 12, but Congress…

Smart Planning for Financial Independence in Southern California

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I’d like to speak some encouragement to you. A few people in Southern California wrote me saying that they were…

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!