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David Barnes Clears Up Confusion Around The Stimulus Checks

David Barnes Clears Up Confusion Around The Stimulus Checks

Well, over the weekend, the President signed the big new stimulus bill, and we have been poring over the details ever since.Bear with us ... it is MASSIVE.But it's also full of great benefits for Southern California families and business owners (even those with a...

COVID-19 Updates For Southern California Taxpayers

COVID-19 Updates For Southern California Taxpayers

I hope you're hanging in there. We're LOCKED in, helping our Southern California clients, and I have a bunch of things to share with you today, based on recent activity.I will say that, between helping clients, and the astonishing rapidity of change, I'm not always...

A Note on the Coronavirus for Southern California Families

A Note on the Coronavirus for Southern California Families

As COVID-19 snakes its way through the world, what's becoming clear to me is that ... well, not much is clear.From death rates (relying upon shaky data from totalitarian regimes), to spread rates, to proper precautions -- you can find an article from a...

David’s Top 5 Healthy Financial Habits

David’s Top 5 Healthy Financial Habits

Yep, here we are in March, and that means that it's GO TIME for taxes. If it takes you a couple weeks to pull things together, and get organized ... well, now is a very good time to start the process.We're here for you with any questions: (714) 541-4338But don't panic...

The In-Person IRS Debt Threat For Southern California Taxpayers

The In-Person IRS Debt Threat For Southern California Taxpayers

The IRS shared something this week that might be (and probably SHOULD be) causing some angst in certain corners.But before I get to that, would you do me a favor?If you have used our services before (whether dealing with an IRS debt issue or even other, more basic tax...

Career Planning Advice From A Southern California Business Owner

Career Planning Advice From A Southern California Business Owner

Like me, you've probably heard: "Do what you love, and the money will follow!"Hogwash.Personally, I love lying on the beach, but unless I start looking like a supermodel, there's not much chance of me getting paid for it.What we do get paid for is working like expert...