LOOKING FOR ADVICE YOU CAN TRUST FROM A Southwest California Tax Professional?
WE GET IT. AND WE CAN HELP.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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RECENT POSTS
The Why and How Behind Procrastination – Something for San Diego Friends to Consider
Stress.Anxiety. Unease. Worry.And a pinch of aggravation just to round it all out.No, I'm not talking about the upcoming May 17th federal tax deadline.Or am I?For millions of Americans every year, the tax filing deadline points to a much bigger issue. An issue so...
A Great Retirement Planning and Portfolio Tip for Our San Diego Friends
Can you believe it? Three weeks until the May 17th deadline! You'll forgive me if visions of vacation and beaches are dancing through my daydreams.For many in San Diego, daydreams like these become more frequent while contemplating retirement (not just surviving the...
Helping San Diego 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 San Diego ... the other part of that...