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Tom Bass’s Top 2024 Financial Strategies

Tom Bass’s Top 2024 Financial Strategies

The official tax season start date has landed—JANUARY 29th. That’s next week.This is your cue to start gathering everything you need for your tax appointment. (Speaking of… have you booked yours with us yet? It’s early so there are still plenty of spots open, but...

Tax Appointment Musts for Orange County, California Clients

Tax Appointment Musts for Orange County, California Clients

Playoff season in the NFL is always action-packed. Add crazy weather and things get even more interesting. Kansas City fans shivered their way through sub-zero temperatures — the 4th coldest game in NFL history — and the Bills/Steelers game was rescheduled thanks to a...

Thanksgiving Cues for Every Orange County, California Person

Thanksgiving Cues for Every Orange County, California Person

I love Thanksgiving. I don’t love Thanksgiving. Both are equally true. A lot of it comes down to sharing a meal with our Orange County, California family and friends. There’s something special about getting to gather at the dinner table and express gratitude for a...