As we near the end of 2022, there are still opportunities to maximize tax savings for 2022 and into the future. As families and businesses deal with the ongoing return to a post-pandemic new normal an...
The IRS has issued a fact sheet related to differentiating between taxpayers’ hobbies and businesses. There are several factors that taxpayers should consider when making the determination and the I...
The IRS will not publish an Advance Release of tax year (TY) 2022 Original Issue Discount (OID) Tables. The 2022 OID Tables will be posted as a Final Release in early 2023. Further details about (1)...
The IRS has reminded taxpayers with an individual retirement accounts (IRA), who are above the age of 70 1/2, that they are eligible to transfer up to $100,000 as qualified charitable distributions (Q...
The IRS has passed a milestone of hiring 4,000 new customer service representatives to help answer phones and provide other services in a bid to prepare for the 2023 tax filing season. This is part of...
The California district (local) sales and use tax rate in Westminster in Orange County is decreased from 8.75% to 7.75% effective January 1, 2023. The existing city tax of 1% expires December 31, 2022...
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Welcome and thank you for visiting our Website. We are 28 years in business. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse through our Website, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).
While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.
Member of NPA, NSPA, CTEC, AFSP and RTRP.
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Business line (323) 953-2891
Monday to Friday 9:00AM to 6:00PM (THrough April 15th only)
Monday to Friday 9:00AM to 4:00M (Off tax season)
Saturday 10:00AM to 4:00PM (Through April 15th only)
Closed on Sundays.
Call us at (323) 953-2891 to schedule your Appointment or email/fax your tax documents.
Notary Services available - please schedule an appointment.