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Jim saved my life so that I was able to retire and solve all my IRS tax debt problems! He saved me over $300,000 in back IRS Taxes thru his skillful negotiating in Offer In Compromise.

J. Hernandez

Facing the AI in Business Trend in Your Sacramento Business

Since the release of ChatGPT in November of last year, headlines about AI in business have been incessant. One of the biggest controversies is whether or not AI is a threat to the job market. Lots of differing opinions on this one, and time will soon reveal...

Jim Ornelas’ Insights on Reducing Business Expenses

No matter how far around the block customers are waiting, in business, only one line counts.The bottom one.That’s why reducing business expenses is critical.Getting a grip on the costs of doing business brings you benefits both short- and long-term. “Cost controls”...

Jim Ornelas’s Insights on Financial Planning for Business Owners

Last weekin the start of my series on financial planning for business owners, I got a little carried away by all of the talk of "independence." So, I took the opportunity to ask you a simple question:Are you achieving the independence you want in your business?But...

Jim Ornelas’ Tips for Creating a Business Disaster Plan

The past year and a half has been stressful for everybody in Sacramento. And I would argue it’s been doubly so for Sacramento business owners.The thing is though, these things happen. Quite regularly. Maybe not global pandemics, but disasters in general.So, as the...

How Sacramento Owners Can Measure Business Value Correctly

There’s this comparative analogy about what makes something American that people like to use: “as American as apple pie.” But, I kind of think we should update that comparison to “as American as starting a small business.” Not as catchy, I know (or as yummy)....

4 Next Steps for Business Tax Return Review

This week marks the end of another tumultuous tax filing season.I can’t remember anything like it. With the last minute legislative changes, software update delays, and IRS service issues -- this very well might have been the most disrupted and difficult tax season in...

Smart Planning for Financial Independence in Greater Sacramento

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I'd like to speak some encouragement to you. A few people in Greater Sacramento wrote me saying that they were feeling...

Hiring Family: 4 Keys Sacramento Business Owners Should Know

You’ve heard me say it a lot: Keep your head down and focus on what’s actually important – not what’s trending in the fear-focused news headlines. I’ll be the first to admit, this mantra is easier said than done sometimes. Especially these days, when the grip of...

Alternative Small Business Financing Options for Sacramento SMBs

I’ve talked to you before about the ERC scams running rampant and how to steer clear of them, but there’s a recent update worth mentioning:They’re also partially responsible for the IRS’s delay in issuing ERC refunds — especially for small businesses.And funds...

What the 1099-K Requirements Mean for Your Sacramento Small Business

You’re in the middle of a very busy (and mentally tiring) season for your Sacramento business right now. And unfortunately, it’s not mostly the fun stuff keeping you busy – it’s things more on the housekeeping side of running your business, like meeting tax and other...

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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