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.

The Looming IRS Debt Apocalypse Facing Greater Sacramento Taxpayers

It doesn't take a genius to look around and predict that economic catastrophes are still coming.Yelp recently issued a report which revealed that as of August 31, there were 163,735 businesses who indicated on Yelp that they had closed -- a 23% increase since...

A Checklist For Greater Sacramento Business Owners’ For 2020 Personal Income Taxes

So, last week I ran through the (rather incredible) selection of NEW and/or extended tax credits available for Greater Sacramento business owners.That's just the tip of the iceberg though.But this is the great thing about working with business owners in tax strategy...

How the IRS Adds Insult to Injury for Sacramento Taxpayers & How to Get Penalty Relief

Every year, the IRS charges tax debtors a boat load of penalties.Just how much? If you’re in Sacramento and you owe taxes, you should definitely take a look...To put this in perspective, the IRS budget for 2021 is about $12 billion. That means the entirety of IRS...

The Cares Act, Greater Sacramento Business Owners, And Student Loan Repayment

2021 is hurtling at us, isn't it? May it ever come sooner.Well, except for this part:I'm here to remind you that while we can (and, often, do) do wonders with "after the fact" tax return information, the best work we can do for you and your Greater Sacramento business...

What To Try When Your Greater Sacramento Business’ Receivables Are Slowing Down

At the end of last week, the House approved the Senate's action of extending the PPP loan availability for 5 more weeks, and the President signed it shortly thereafter.This means that approximately $129 billion in remaining PPP funds can be tapped by Greater...

Jim J. Ornelas’ Next Steps After Settling With The IRS

Let's talk about what happens AFTER we are able to strike a deal on your behalf with the IRS. Because after all, that really is the goal here isn't it? So ... the IRS agreed that you could not pay all of your taxes back, and that a settlement was in everyone's best...

Six Common Ways Greater Sacramento Taxpayers Receive IRS Audits

With the tax deadline bearing down on us, I thought I'd touch base today, to give you some thoughts on what could get you into hot water THIS tax season. And, well, really any tax season. Now ... sometimes, Greater Sacramento clients come to us from other Greater...

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...

5 Business Mistakes That Can Be Fatal by Jim Ornelas

All the political people are arguing over taxes, and my inner geek smiles.(By the way, if YOU want to argue about the tax issues, here's a good explainer article to start with before you make big declarations about the tax issues involved.)Because I'm not really...

The Seven Primary Tasks For Any Greater Sacramento Business Team

A week past the election, and still plenty of disagreement about the results.That means this is another week where you have the opportunity for the other chumps out there to get massively distracted by the political war games ... while you go about quietly building...

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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