What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In Sacramento

What is Estate Planning

There comes a point when you hear news such as we all saw unfold over the weekend in London (and earlier in the week in Manchester, UK), and it’s tempting to just go numb. It feels like survival, during these crazy times. But I’m fighting to care, and not just tune EVERYTHING out. There is great wisdom in keeping our … Read More

Jim OrnelasWhat Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In Sacramento

Millennials In The Sacramento area Workplace

Millennials In The Workplace

Memorial Day is behind us, and our lives move forward. Mere words, even a full day of memorializing cannot measure the worth and honor due to our fallen service men and women. For many of us, a 3-day weekend ushers in the summer … and maybe that’s because the task of memorializing itself seems not to be enough. I’m reminded … Read More

Jim OrnelasMillennials In The Sacramento area Workplace

Ornelas’ Guide To Keeping Financial Records

financial records

The other day, the New York Times ran a story that spoke to one of my favorite topics: keeping our minds clear. The subject was the seemingly-endless barrage of news stories about the current administration, and the challenges of navigating your mind to be free of it all. Whomever you voted for, whatever your political persuasion (and I’m making a … Read More

Jim OrnelasOrnelas’ Guide To Keeping Financial Records

Dreaming Big Must Come Before Financial Planning by Jim and Mike Ornelas

Financial Plan

You’d probably be surprised if you sat in on some of the meetings I have with some of my tax planning and preparation clients. This is by no means the majority of my clients, but there is certainly a good subset of people who have piled away a ton of financial resources … but who are bored, tired and a … Read More

Jim OrnelasDreaming Big Must Come Before Financial Planning by Jim and Mike Ornelas

How To Buy Happiness In Sacramento, Placer, and El Dorado

Buy Happiness

Not a huge amount of “tax news” these days … we’re watching Congressional movement on tax reform, Obamacare, etc. but right now, it’s all mostly just talk. But that’s politics, I suppose. Which is a good argument for not diving too deeply into it. Now … moving to things far more immediately relevant: I’ve written before about the surprising disconnect … Read More

Jim OrnelasHow To Buy Happiness In Sacramento, Placer, and El Dorado

Jim and Mike Ornelas’ Three Ways To Live Out Your Retirement Lifestyle In Advance

Retirement Lifestyle

First off, now that May is upon us, we’re moving into a different mode. We have a few clients on extension (and with whom we will continue to correspond), but our attention is now more turned to other matters: tax planning (more about that soon), working with Sacramento, Placer, and El Dorado businesses and other individuals with year-round concerns, and … Read More

Jim OrnelasJim and Mike Ornelas’ Three Ways To Live Out Your Retirement Lifestyle In Advance

Tax Freedom Day And Amended Tax Returns For Sacramento, Placer, and El Dorado Taxpayers

Amended Tax Return

When I say, “3.5 months of labor,” I’m not actually referring to the work we do here in our Sacramento tax office on behalf of our clients. (Frankly, we work the entire year so that these past few months would NOT be as crazy as they might otherwise be.) Nope, I’m referring to one of the big dates we mark every year … Read More

Jim OrnelasTax Freedom Day And Amended Tax Returns For Sacramento, Placer, and El Dorado Taxpayers

A Tax Day Thank You From Jim and Mike Ornelas

Tax Day

Lifting my heavily-lidded eyes to peer up through the haze of government forms and procedures, I peek at the calendar, which today said: April 17. (If any of the above sounded slightly poetic, that’s the coffee talking; I’m a Sacramento, Placer, and El Dorado tax accountant, after all.) Yes, today is an extremely busy day for us here at Team … Read More

Jim OrnelasA Tax Day Thank You From Jim and Mike Ornelas

Considering Filing A Tax Extension In Sacramento, Placer, or El Dorado? Read This First.

tax extension

Last week, I wrote all about those deadlines. <shiver> I know for a fact that the very word can strike pain and anxiety into the hearts of certain of my clients (who shall remain nameless). So, this week … well, I’m going to give you the chance to exhale a little. It’ll be like a warm bath of security, peace … Read More

Jim OrnelasConsidering Filing A Tax Extension In Sacramento, Placer, or El Dorado? Read This First.

Jim and Mike Ornelas’ List of What Else Is Due On April 18th

April 18th

It’s “go time” around here. Our phones are buzzing, the email inboxes are overflowing, but we are focused like a laser beam on giving our clients the BEST service for their time (and wallet), and ensuring that nobody is paying Uncle Sam more than they should. We’ve invested a lot into this time of year — in education, client management … Read More

Jim OrnelasJim and Mike Ornelas’ List of What Else Is Due On April 18th