Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

New FinCEN Reporting Requirements for Sacramento Businesses (Part 2)

Memorial Day doesn’t always mean rest for the small business owner — depending on what kind of industry you’re in.There’s often a lot of hustle around national holidays (special promotions, big sales, holiday weekend shopping). And debt ceiling deals to make,...

EIDL Updates For Sacramento Business Owners

With all the floods, fires, hurricanes, and other events that happened in 2019, it turned out to have been a very expensive year for natural disasters.Then...2020 rolled in and said, “Wait until you see what I’ve got!”For decades, a little-known federal loan program...

Top 5 Savings Tips for Sacramento Families

In the season of giving, it can be really difficult to tighten up the old wallet. Which is why I want to dive into some baseline savings tips to get you through.After all, there are presents to be bought, cookies to be baked, holiday parties to attend, Sacramento...

Expense Reimbursement vs Company Credit Cards: What Sacramento Business Owners Need to Decide

If you'll forgive me, I'm going to get pretty geeky today.You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc. or using a company cc. Oh my Sacramento readers, I'm going to take you down a little rabbit hole...

Training Your Heart For Good Financial Stewardship In Greater Sacramento

Working with my Greater Sacramento clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think that...

Leadership Development in Your Sacramento Business

 Unless you’ve been living in a cave like this woman, you know that business ownership is a tough gig right now — it’s nearly an Olympic sport to keep things running and moving ahead. But, despite all that, being a business owner is also pretty great....

A Basic Mid-Year Tax Planning Method for Greater Sacramento Taxpayers

I had the wonderful opportunity to attend an educational conference in Tucson this past weekend, and it poured heavy rains and the weather was cooler. Because we are right in the thick of summer, it's tempting to just sit back and hit the cruise control for the next...

How Your Greater Sacramento Company Can Do More With Less Time

If you didn't get a chance to do this before, would you shoot me back a quick note through the email button at the top of the page? I'd like to hear from you...How are things going for your Greater Sacramento business right now?I'd like to get just a few sentences...

How Much Do I Owe The IRS? Jim J. Ornelas Can Help You Get Information From The IRS Discreetly

There is a lot of fear and angst in our culture these days. Sparked by tragic current events, as well as a general sense of disjointedness in our culture. But for many who might be reading this, there is another one that might be lurking latent beneath these other...

Hey Greater Sacramento Business Owners, Do You Understand The Value of Time?

How are you and your Greater Sacramento business hanging in there these days? I'd be interested in what kind of revenue you're managing (unless you've already given us visibility into your books -- I can see for myself).Shoot me an email, and let me know. I might have...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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