For Small Businesses

Small Business Services

[subpages]

What our Clients are saying

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

Getting Started in Real Estate Investing: Some Tips for Southern California Investors

Depending on what kind of news you’re consuming these days or how much you’re paying attention, you might not have been noticing the inflation signals that are popping all over the place. This does have implications for Southern California taxpayers of all stripes –…

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…

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…

College Is Expensive But Southern California Families Can Save Big Through These Tax Breaks

What, you think I’m on vacation? Yes, the tax deadline has passed. But we’re still available, and handling post-deadline matters for Southern California clients. But moving along to today’s subject: figuring out how to pay for college tuition. Things…

What You As Southern California Taxpayers Can Do If You Owe the IRS

If you owe the IRS back taxes, you’re most likely going to end up paying every dime. Despite what you hear on radio and TV commercials from sketchy companies, very few Southern California people qualify for the reduced settlement program the IRS offers. Just for the…

Three FAFSA Tips to Help Southern California Taxpayers Get Their High School Grads Ready for College

Independence Day is this week. Bombs. Patriotism. Picnics. Barbecue. All those things. I often write about “financial independence” this time of year (yes, I like the puns) … and when I do, invariably I get contacted by a few clients (or former…

Four Online Security Moves For Southern California People Right Now

Firstly, our hearts are broken for the victims of the shooting at the Garlic Festival in California on Monday (one of whom was a six-year-old boy). These events accumulate to paint a picture of deep pain buried within our modern culture, and it’s important, in…

Tax-Smart Ways to Run a Savvy Southern California Side Hustle

I’m so old, I still remember the days when “hashtags” were only about a particular button on your phone. Yep, the world has shifted massively underfoot. You know it; we all know it. And one of the developments we’ve all seen is the…

Tax Deadline Rumors And Planning For Corona Virus byDavid Barnes

Hello, my friend. The world has shifted under our feet. With the barrage of media, medical, and economic news flying at us, I want to stay in my lane today. You don’t need more medical advice, you don’t need tips on working from home (at least today…

Back Taxes, The Stimulus Checks and the EIDL For Southern California Taxpayers

The short answer is: not really. There are some caveats. Before I get into all of that, though, a word… This pandemic represents an opportunity for you. Whatever it is that caused your initial problems with the IRS and other taxation authorities … our…

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!