Blog
The NFT Craze, Explained By Darryl A. Hale, EA, MBA, MST
Events are happening fast in tax world, and we are VERY busy here at Top Hat Tax & Financial Services. But this is a good thing -- we've been preparing for this season all year, and we love to serve.We knew that there would be unexpected curve balls this year, but...
Third Stimulus Package Update For All San Diego Taxpayers
Despite what you might think, being a tax accountant is NEVER boring.We have all kinds of fun amusements that keep us going.We play little games like: "Guess The New Tax Law That Will Change Returns That Have Already Been Filed" -- catchy title, I know, and we get to...
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 President, but the key...
Debunking Estate Plan Myths For San Diego Taxpayers (Part 2)
We're diving in, with sleeves rolled up, with a bunch of our San Diego area tax preparation clients in creating the best tax return possible for their 2020.Get on our list here: 858-549-9666But here at Top Hat Tax & Financial Services we're also keeping an eye on...
Debunking Estate Plan Myths For San Diego Taxpayers
On Friday, the IRS began accepting tax returns and people like me all around the country started buckling up for what is already quite a ride. With new PPP loans for San Diego small business owners, credits aplenty in all of the variety of stimulus bills,...
Attention All San Diego Taxpayers, Tax Season Is Here
Congratulations to the Patriots -- I mean the Tampa Bay Buccaneers -- for their Super Bowl victory.Here at Top Hat Tax & Financial Services, we don't have a lot of time to pay much attention to such doings since tax season is here. Even though the actual submission of...
San Diego 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 San Diego clients, and more and more are contacting us every day. If you...
Retirement Money and Five Financial Mistakes To Avoid by Darryl A. Hale, EA, MBA, MST
This is the time of year when we are normally opening up to file returns on behalf of San Diego 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 made their end-of-year...
Darryl A. Hale, EA, MBA, MST’s Tax Checklist for San Diego Taxpayers
Every year within the independent tax and accounting business community here in San Diego (and on various online channels), we have a little fun laughing at the newest TurboTax or Block commercials. Last year, it was "all people are tax people". This year, they're...
Darryl A. Hale, EA, MBA, MST’s 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...
Five Key Takeaways From The Second Coronavirus Relief Bill For San Diego Taxpayers
Say it with me again: it's a whole new year. 2020 is in the rearview...And 2021 is starting with some very nice treats for regular families in the clunkily-named "Coronavirus Response and Relief Supplemental Appropriations Act of 2021", also known as the "Consolidated...
Darryl A. Hale, EA, MBA, MST’s Very Last Minute Tax Moves for 2020
These weeks are disjointed, these holiday weeks. As of this writing, there are only three days left in 2020, and this week contains New Year's Eve and New Year's Day.So if you want to make ANY 2020 moves (outside of IRA things, which can be retroactively applied after...