Jim and Mike Ornelas’ Simple Two-Step Trick for Conquering Procrastination

procrastination

Apparently, the Republican Congressional leadership understands the impulse of procrastination. Bringing the health care reform bill to an actual vote last week (after months of touting their intentions to repeal the ACA) proved, in fact, to be a difficult task. And so until we hear otherwise, we remain with the status quo. Your opinion of this (and mine) matters little … Read More

Jim OrnelasJim and Mike Ornelas’ Simple Two-Step Trick for Conquering Procrastination

4 Very Common Mistakes Sacramento, Placer, and El Dorado Investors Should Avoid When Opening An IRA

Opening an IRA

There are so many different messages coming out of DC, per the media, that if you try to make sense of it all through the mass media lens, then you’re bound to work at cross purposes with yourself. There’s the Republican health care bill, and the current version of the bill is dominating political headlines. Or, of course, there’s the … Read More

Jim Ornelas4 Very Common Mistakes Sacramento, Placer, and El Dorado Investors Should Avoid When Opening An IRA

Why You Should Consider Giving Away Your Tax Refund by Jim and Mike Ornelas

tax refund

This past Sunday, the NCAA revealed the brackets for March Madness. The country will be inflicted with a particular form of hysteria these next few weeks, but unfortunately, this little national hoops holiday isn’t one which my staff and I get much chance to participate in. We’re too busy doing your taxes! Yep, this is close to our busiest time … Read More

Jim OrnelasWhy You Should Consider Giving Away Your Tax Refund by Jim and Mike Ornelas

Jim and Mike Ornelas’ Tax Paperwork Checklist

tax paperwork checklist

These days, I’m often glad that it’s our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn’t see it — I’m too busy with tax season. With all of the chaos out there, the division and shouting — from Washington to Facebook to right here … Read More

Jim OrnelasJim and Mike Ornelas’ Tax Paperwork Checklist

Four Tips On Gently Encouraging Your College Graduate Living At Home To Independence by Jim and Mike Ornelas

college graduate living at home

It’s a hard world out there, for sure. (You know it’s tough when they can’t even get the Best Picture award right at the Oscars!) And for our young millennials, it sure seems like things are harder than they were when we were entering the workplace life. If you haven’t already watched this, I highly encourage you to check out … Read More

Jim OrnelasFour Tips On Gently Encouraging Your College Graduate Living At Home To Independence by Jim and Mike Ornelas

Start The Estate Planning Process During Tax Season by Jim and Mike Ornelas

estate planning process

We are rocking and rolling through tax season these days at Ye Olde Ornelas Tax Shoppe. But I woke up Monday to the news that the federal government took in a record $1.08 trillion in taxes during the first quarter of their fiscal 2017 (which ran from Oct ’16 – Jan ’17). That’s a lot of nickels. And it reminded … Read More

Jim OrnelasStart The Estate Planning Process During Tax Season by Jim and Mike Ornelas

A California Tax Professional’s Valentine’s Day Plan

Valentine's Day plan

Whatever you might think about the New England Patriots, it’s nearly impossible not to respect their prowess on the football field. And there are plenty of storylines we can all take away from that epic game: * Apparently it’s a good year to be a man with a foreign-model wife, with a sketchy history with the rules and who is … Read More

Jim OrnelasA California Tax Professional’s Valentine’s Day Plan

What To Look For In a California Tax Professional

Tax Professional

The world is awash in shouting these days. Can you feel it? It’s tax season, and so I’m not spending much time in Facebook, but I know for a fact that there is a lot of anger, frustration and noise about politics. So much so that it seems everywhere you turn these days somebody is agitating over something. Can I … Read More

Jim OrnelasWhat To Look For In a California Tax Professional

Common Tax Return Errors To Avoid For Sacramento County Self-Preparers

Tax Return

The Super Bowl teams are set, the new President is inaugurated … why does it feel like things are still going so fast? Perhaps, for me and my team, it’s because we finally are able to submit tax returns to the IRS (they began receiving them on Monday the 23rd). But it’s also just the time of year when there … Read More

Jim OrnelasCommon Tax Return Errors To Avoid For Sacramento County Self-Preparers

The Heart Behind Year-End Giving – Jim and Mike Ornelas’ Three Key Ideas

Year-End Giving

Lost amid all of the Thanksgiving and holiday noise was the fact that a federal judge just blocked the implementation of the new overtime rules that small businesses were scrambling to prepare for this year. They had been scheduled to take effect on 12/1 of this year, but right now they’re in limbo. If your employer had already made changes … Read More

Jim OrnelasThe Heart Behind Year-End Giving – Jim and Mike Ornelas’ Three Key Ideas