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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.

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...

Darryl A. Hale, EA, MBA, MST’s 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...

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!