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.

Compensation Is Just the Start, Sacramento Business Owners

We’re just over a month away from the MLB playoffs, and this year (like every year) has had its share of sketchy calls that fans and players have been unhappy about. While not everyone’s favorite summer pastime (the sports season that never ends still has more...

Jim Ornelas’ Four Steps To Properly Handle Upset Customers

2020 has been ... something.Maybe, if we're all fortunate, the SpaceX launch will be the best thing to come out of this season.Because there is simply pain all around right now. I said this in another place, but it's overwhelming, as someone who has to communicate to...

Big PPP Loans Forgiveness Update From The IRS For Greater Sacramento Businesses

Are you tired of talking and thinking about the PPP? Because I'm tired of talking and thinking about the PPP.That said -- this program has been a lifesaver for a variety of my Greater Sacramento clients, and it has provided a great shot in the arm for others.And, well...

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...

Struggling Greater Sacramento Businesses Be Careful With Price Reductions

Here we are, with Q3 of 2020 in the rearview mirror, THANK GOODNESS.Only one more quarter left in this 2020 donkey -- but it's going to be an eventful one.I get asked a bunch by Greater Sacramento clients and friends what I think the markets will do, and the only...

PPP Forgiveness Reminders For Greater Sacramento Businesses

Doing business in the summer of 2020 sure ain't easy.I have Greater Sacramento clients all over the spectrum -- some whose businesses are on their last legs because of social restrictions and lockdowns, some who are hanging steady, and some who have found ways to...

Jim Ornelas’s Tips for Building a Business Emergency Fund

Pretty sure I've said this before.I'll likely say it again, too.If there’s one thing the past year has taught business owners, it’s that the "unexpected" can occur at any time.Managing your Sacramento business during good times is hard enough; rough times make it all...

Offer In Compromise Mills And Other Tax Scams For Greater Sacramento Taxpayers To Avoid

Every year, the IRS releases their list of what they call "the dirty dozen".(Apparently, the marketing gurus who work at the IRS think that if they give it a catchy name, maybe even a pop-culturey one, the people will pay more attention.)But aside from the cheesy...

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...

Why Your Sacramento Business Needs a Travel Policy

This is a special week – because it’s all about YOU. It’s National Small Business Week, and I’ve got to take a minute to say it: Running your Sacramento business is no small thing. You’re the one wearing every hat from CEO to janitor, doing a thousand...

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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