Additional Services

Additional “Done For You” Services Our Firm Provides

There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, the following are additional services our firm has assisted with in the past, in addition to those which carry a fuller description. We’re happy to help you with any of these services!

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Family Payroll: Hiring Your Kids

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Ultimate tax reduction strategy

Automobile Deductions
Hiring Family
Home Office / Home Based Business
Records / Receipts
Travel Tax Deductions
Medical Reimbursement Plan
Give Yourself A Raise: Edit Your W4
Audits

SECURE Act 2.0: RMD Changes & More for Orange County, California Savers

The President and Speaker of the House finally made some forward movement on the debt ceiling this holiday weekend. A couple big takeaways: Decreased IRS budget (20 billion less than the projected 86 billion previously allotted by the American Rescue Plan)An...

Your Orange County, California Tax Friend’s Thoughts on Navigating a Banking Crisis

Crisis is a word that gets used a lot these days. Especially in headlines. It’s loaded with meaning… and feelings. These days you might find yourself spinning out with something like panic, dread, fear, anxiety, and any variety of mental/emotional...

Bank Failure Lessons Orange County, California People Should Learn

Urgency is a tyrant. Especially when things go awry related to your money. You’re motivated to defend it with an iron grip … even at the expense of your overall state of mind.That’s how the banking “crisis” has a lot of people feeling right now. If you’re...

Consider This When Loaning Money to Family or Orange County, California Friends

Loaning money to family is tricky. There’s a minefield of complications that can be set off with one step in the wrong direction. Our own government is a perfect example. We’ve got a hefty debt, and we’ve borrowed A LOT from other nations to subsidize our...

Your Orange County, California Guide to This Aspect of Digital Estate Planning

Despite its flash-bang struggles the past year, cryptocurrency is still an investment a lot of Orange County, California people are willing to make right now, albeit tentatively… and with good reason. The dissolution of FTX and the volatility of the banking world...

Accountable Solutions’s Guide for How Long to Keep Tax Documents

Things are pretty interesting over at Twitter right now. The removal of blue ticks from the accounts of well-known public figures and companies has some scrambling to prove authenticity (including the New York City government – yikes!). Not to mention all...

Easy Ways to Manage Money, Orange County, California Strugglers

Did you travel for spring break? I know it’s come and gone for most Orange County, California families and college students. Maybe you traveled, maybe you didn’t, or maybe the nice weather has you planning for summer.You know when you’re returning home from a...

Do All Orange County, California People Pay Taxes on Social Security Benefits?

We’re in the last leg of the regular tax season here. My office has been working overtime (often literally) cranking out returns for our Orange County, California clients. If you haven’t touched base with us yet, and still need to process and file your paperwork,...

Need Extra Time to File Your Taxes?

Spring has truly sprung in Orange County, California, and also did you know that we’re two weeks away from the tax deadline?Here at Accountable Solutions, the home stretch means our heads are all wrapped up in paperwork, but we’re still able to notice that lawn mowers...

Understanding the Gift Tax and Estate Tax

Reading emails sent by the IRS isn’t exactly keep-you-up-at-night fare.But there’s something about reading about scammers that I find oddly satisfying.And they (the IRS) has continued to send out mass warnings in their “Dirty Dozen” series, shedding light on the shady...