Insights
No recycled newsletter filler. These are the questions clients actually ask us, answered properly, with the California specifics that national advice leaves out.
Latest
Most penalties we see are not the result of a disagreement with the IRS. They are the result of a date nobody had written down.
Deadlines
Filed under this heading because that is where a client first ran into it. Every article here started as a real question across the desk in Azusa.
Insights
Filing, notices, entity choice, payroll and bookkeeping — the things that come up again and again for businesses and families in the San Gabriel Valley.
Every forum will tell you to elect S-corporation status once your profit hits some round number. That number is made up. Here is the arithmetic that actually decides it — including the California-specific costs that most national advice ignores.
Most California employers who get audited for worker classification did not think they were doing anything wrong. Here is how the process works, what the ABC test really asks, and the decisions that matter in the first week.
A CP2000 arrives looking like a bill for thousands of dollars. It is not a bill, and it is frequently wrong. What it is, is a clock.
A return filed with an expired ITIN still gets processed. It just gets processed without the credits — and the letter explaining why arrives months later.
Nobody falls behind on purpose. But the cost of staying behind is rarely the bookkeeping fee — it is the tax you overpay, the loan you do not get, and the decisions you make on numbers that are not true.
Tax outcomes depend entirely on your individual facts and circumstances. Nothing on this website is a guarantee of any particular result, refund or tax saving.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.