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!

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

Accountable Solutions’s guide to Avoiding an IRS Scammer

Before I get to today’s topic (some thoughtful guidance on spotting an IRS tax scam) let’s discuss this…It’s that time of year when spending seems to really kick in. Yes, I know we’re still in September, but all of these holidays that seem to mysteriously demand extra...

Tom Bass’s Strategy for RMD Withdrawals

There’s something about a new work week that gets you thinking about how you want to spend the weekend. The same goes for planning a vacation once you get back from one. Work is fulfilling, but life’s "rest times" are what Orange County, California people like you and...

Tom Bass’s Credit Score Repair Strategies

I’ve talked to many clients about credit score repair – and I’ve seen how true this is: it’s easy to get yourself deep into credit problems. I’ve even seen that it’s not always the people that you’d expect. I have Orange County, California clients who have built...

Student Loan Forgiveness Guidelines for Orange County, California Grads

There’s a lot of upheaval in Washington (and across the country) over this whole student loan forgiveness decision from the White House. Some Orange County, California people are exultant, some are… well, less than thrilled.For the extremely-online-all-the-time crowd,...

Tom Bass on How (and Why) to Invest in Savings Bonds

The economy has caused some turmoil as of late. Markets haven’t been kind for the last couple weeks, and it is yet to be seen what impacts the student loan relief will have on the economy at large (if it, indeed, doesn’t get struck down by legal challenge). And...

When Married Filing Separately Makes Sense for Orange County, California Couples

You likely were invited to one Orange County, California wedding or another this summer (or perhaps YOU were doing the inviting?) ... 'tis the season. If you were the one saying vows, many congrats! Weddings are the fun part. The part of that whole "two become...

Tom Bass’s Tips on Tracking Subscription Services

87,000. All weekend I’ve seen that number flashing through the headlines – and I’ve seen the panic on the part of some of my Orange County, California clients. A quick recap, if you’re in the non-news-imbibing crowd:The perhaps-Orwellian-named Inflation Reduction...

Tom Bass’s Tax Planning Tips for 2022

The British saying “Keep calm and carry on” seems like a good motto to live by in uncertain times like these. Still, a little freak-out about what lies ahead is totally normal, even expected.Plunging ahead through the rest of 2022, which is most likely to be rough...

Gas Savings for Every Orange County, California Driver

There’s something truly American about the summer family road trip. Piling into the car with your luggage and favorite snacks in tow, getting out on the miles and miles of paved road, gazing at the stretches of wild scenery (or maybe just fields and cows)... it’s all...

Your Orange County, California Rundown for Calling the IRS

Do you remember the days of yore when you’d call someone and the phone would keep ringing and ringing with no answer? And you were okay with that because you’d just call them back later hoping to reach them? No? Oh yeah. Me neither. The world has changed.When you...