For Individuals

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.

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Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

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Year-End Business Tax Strategy for Thousand Oaks SMB Owners

Year-End Business Tax Strategy for Thousand Oaks SMB Owners

There are many of our clients for whom this time of year is like their version of the Super Bowl. Some businesses are earning 30-50% (or more) of their yearly revenue in this one month.Others ... well, this is a normal month -- except of course for all of the holiday...

4 Next Steps for Business Tax Return Review

4 Next Steps for Business Tax Return Review

This week marks the end of another tumultuous tax filing season.I can’t remember anything like it. With the last minute legislative changes, software update delays, and IRS service issues -- this very well might have been the most disrupted and difficult tax season in...

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!