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 Ensure Southern California Families Are Prepared For Chaos

Summer is nearing an end, but this has been no ordinary summer.Everywhere, parents are scrambling in the most unusual "back to school" season in memory. Fall sports are in limbo, and others (MLB, NHL, NBA) are operating in a weird Twilight Zone mode. Urban centers are...

The Latest Advance Child Tax Credit Payment Info for Southern California Parents

I normally don't send these special bulletins, but I wanted to get this to Southern California parents ASAP.You probably heard on the news that the IRS is sending out "advance payments" of $250 - $300 per month for children.The first advance child tax credit payments...

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...

The 10 Rights for Every Southern California Taxpayer

When the IRS is breathing down your neck, it may feel like you have no choice but to just roll over and take whatever they dish out. This is something we’ve heard from Southern California taxpayers over the years.But here’s the thing… You actually have an extensive...

David Barnes’s Tips on Getting Help with Medical Debt

Before I get into my tips for getting help with medical debt, let me start out by saying… we’re less than ONE WEEK away from the IRS beginning to receive electronically-filed returns.That means different things to different people in our Southern California client...

David Barnes’ Year-End Moves To Save on Your 2019 Taxes

Only THREE weeks left in 2019, my friend.What will you do to finish strong?One good idea (if you haven't yet done so), is to send me the answers to these questions by shooting us an email through the button at the top of the page.Your answers will help us to know...

CNC Status: A Program That Can Help Southern California Taxpayers in Debt to the IRS

Owing money to the IRS isn’t so bad. Say what now? Yep, that’s right. It’s not such a terrible thing. Well ... as long as you’re broke, that is. Because if you have significant income or assets, the IRS is going to do everything they can to squeeze every last dime out...

Southern California Taxpayers with IRS Problems: How to Choose the Best Tax Advisor

The new year train has rolled out of the station and is picking up momentum already. First stop? Tax season.If you haven’t been thinking about or preparing for it, you should be! Especially if you’ve got unfiled taxes or owe back taxes. It’s really time to face those...

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...

How To Plan For Retirement by David Barnes

The IRS is set to begin receiving tax returns on the 27th.That means, it's about to get VERY busy around here. Which is exactly how we like it.We've been preparing since the summer for this year's tax return process, integrating all of the nuggets we've been...

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!