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 Southern California Taxpayers Can Avoid Fake Charities

Is the holiday season indeed “the most wonderful time of the year”? One could make a strong argument. However, for every gift we receive there are 10 or so emails asking us to give to a cause. Whether online or via snail mail, charitable organizations capitalize on…

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…

Two Ways Towards Making Money In Marriage Harmonious For Southern California Couples

Summer is nearing an end. Which also means, well, wedding season is slowing down. If you’ve been married, you know that there is a big difference between the “wedding show”, and the real work of being married. One of the best pieces of advice…

Is Your State Broke? David Barnes Analyzes State Tax Revenue Sources

With national events continuing as they are, here at Barnes Accountancy Corporation, we’re finding ourselves locking into “go mode” … again. It’s unusual for us to be in this mode smack in the middle of June, but this year has not been…

Do Identity Theft Protection Plans Work? David Barnes’s Tips for Southern California Friends

An identity is stolen every two seconds in this country. Yeap, you read that right. Every TWO seconds. Yeah… that’s a lot. That means that either you or people you know in Southern California have fallen victim to identity theft. It’s the #1 type of complaint received…

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…

An Under-Utilized Tax Break For Southern California Taxpayers: Summer Day Camp

Okay, that’s a joke. We’re so busy with our client work, we can’t really enjoy the college basketball or the new baseball season, but at least we still have April Fools. And yes, I know that day has already passed. More coffee please. But speaking of…

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…

How To File An Appeal With The IRS by Barnes Accountancy Corporation

Flipping through mail shouldn’t deliver anxiety — only coupons and Amazon packages. But when you come across an envelope from the IRS, a little panic is perfectly understandable. No matter the contents of that envelope, know you have a right, as a citizen…

Five Key Habits of the Wealthy Southern California Clients We Serve

The clock is really ticking now on 2020. But before you celebrate, please — for the love of Pete — make SURE that you are getting whatever needs doing done NOW that might affect this year’s taxes. I’ve been banging this drum the last couple…

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!