2019 Year End Letter

 Dear Valued Client:  As the end of the year approaches, it is a good time to take a look at your 2019 projected tax liabilities, making certain that your income tax withholding and/or estimated taxes are appropriate or need to be modified, and consider what actions might be taken before the end of the year…

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FTB Access

The California Franchise Tax Board (FTB) enables tax preparers to obtain information about their clients’ tax accounts including confirmation of estimated tax payments, outstanding tax liabilities, access to notices issued and 1099s issued by the FTB. We can only have this access if you agree consent. For many of our clients we have established this…

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Tax Updates

We wanted to bring to your attention some matters that continue to be top concerns for many taxpayers. Both the IRS and state tax agencies are facing increased security risk with identity theft which affect thousands of taxpayers. Healthcare is another important issue for many taxpayers. Before we address those two issues, we want to…

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Tax Season Update

Dear Client: As we prepare for the upcoming tax season, we would like to share some thoughts about your tax packages, highlight some issues that most commonly require follow-up, and to inform you of changes we are making in our continued effort to increase efficiency and to reduce our carbon footprint. As we have communicated…

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Happy New Year !

Dear Clients: A few weeks ago, we sent to you the tax organizer to help you in gathering the necessary information to prepare your 2014 income tax returns. After we sent out the organizers, Congress enacted legislation that extended certain deductions and tax credits that had expired for the tax year ended December 31, 2013.…

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