Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

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IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Tax on Cryptocurrency: 2020 Tax Code Changes for Southern California Taxpayers

Back in August, the IRS listened to Congressional urging that they stop sending out "balance due" notices until they got caught back up on a mail backlog.Well, last week, we got the news that the IRS has apparently caught up. (Or, well enough, they say.)That means...

David Barnes’ Four Common Investment Mistakes

The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It's hard to say.But one thing is clear: basing your peace of mind on market signals is no way to live.That said, I'd love to see my Southern California clients...

David Barnes’ Four Keys To Focus And Building Momentum in 2021

It seems so long ago (it was only last week) that we were cueing the fireworks and celebrating leaving 2020 in the rearview.But after all of the events of the past week, it seems wise that we might adjust to the fact that the world around us is not what it might have...

David Barnes’ Annual Holiday Prayer

This will be a different kind of note today than I normally post.Because the first thing to note is that a bona fide holiday miracle seems to have occurred: Congress agreed on another relief bill.Given this cultural climate, this might rank up there with the...

Helping Southern California Residents Understand the Purpose of Life Insurance

As the old joke goes, the only two guarantees in life are death and taxes.In these updates, I obviously spend a lot of time talking about taxes.And these past 12 months, no matter how things have landed for those of you in or near Southern California ... the other...

Trump’s Tax Returns Are Not The Real Story by David Barnes

Like many things political, one of the best ways to look at the tempest of the day is analytical bemusement. This is (always) especially true when it comes to tax issues.And I might have a take today that could surprise you. I am not interested in getting into...

A Basic Mid-Year Tax Planning Method for Southern California Taxpayers

I had the wonderful opportunity to attend an educational conference in Tucson this past weekend, and it poured heavy rains and the weather was cooler. Because we are right in the thick of summer, it's tempting to just sit back and hit the cruise control for the next...

Offer In Compromise Mills And Other Tax Scams For Southern California Taxpayers To Avoid

Every year, the IRS releases their list of what they call "the dirty dozen".(Apparently, the marketing gurus who work at the IRS think that if they give it a catchy name, maybe even a pop-culturey one, the people will pay more attention.)But aside from the cheesy...

Barnes Accountancy Corporation Sheds Light on Some of the Highest State Sales Tax Rates

No, the IRS is not shutting down their operations -- there is still (and probably ever will be) a federal income tax.But states are a different story...This being travel season, and the season during which some of our clients turn their eyes towards making a move, I...

Debunking Estate Plan Myths For Southern California Taxpayers (Part 2)

We're diving in, with sleeves rolled up, with a bunch of our Southern California area tax preparation clients in creating the best tax return possible for their 2020.Get on our list here: 714-541-4338But here at Barnes Accountancy Corporation we're also keeping an eye...

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!

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