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.

Should Your Greater Sacramento Business Consider Returning The PPP Loan?

There has been a lot of recent chatter about the PPP money, who got it, who didn't, and even if some Greater Sacramento companies should pay it back.Well, I have some thoughts on this for you today, but ultimately, you will have to be the one who makes this...

About That PPP Forgiveness Application for Greater Sacramento Businesses

I have a few quick-hit things to cover today.The first of which relates to some timing issues. Labor Day is behind us (though many of my Greater Sacramento business owner friends and clients don't really take time off for that).(You can't really take a vacation in the...

How Greater Sacramento Businesses Can Market More Effectively In This New Normal

I have some ideas for Greater Sacramento small business owners to chew on today about how to connect more clearly and deeply with your clients and prospects, but before I get there, some news:There is still no word about automatic PPP forgiveness for smaller loans...

What Your Greater Sacramento Business Should Do If They Received PPP Funding

I promise that one day I'll write to you and my Greater Sacramento area readers about matters other than government aid, the CARES Act, PPP/EIDL, and whatnot.But as we all keep saying: these are extraordinary times. Pick your cliche -- it all fits right now.But here...

Good News for Greater Sacramento Businesses About

Just when we thought that the business-related news might slow down for Greater Sacramento business owners...Not only are unemployment numbers improving (much to the surprise and delight of the stock markets), but ...Congress passed, and the President has signed a...

Using KPI’s For Your Greater Sacramento Business

Scattershotting around the world of SBA loans and taxes here before the huge deadlines looming on July 15th.(As a reminder: 2019 personal tax returns and payments, first AND second quarter 2020 estimated tax payments are ALL due on Wednesday, July 15th.)We're working...

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...

The Best Way For Greater Sacramento Taxpayers To Get Answers About Tax Debts

With all of the chaos we've been enduring, word on the tax professional "street" is that there is coming a FLOOD of people who will be owing tax debts to the IRS (and the SBA) in a few months.With unemployment as it (still) is, and the economy not fully reopening...

Back Taxes, The Stimulus Checks and the EIDL For Greater Sacramento Taxpayers

The short answer is: not really.There are some caveats.Before I get into all of that, though, a word...This pandemic represents an opportunity for you.Whatever it is that caused your initial problems with the IRS and other taxation authorities ... our cultural moment...

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!