Blog
Why Disability Insurance Matters – Tom Bass’s Take
Now that the tax deadline has come (and gone - whew!), it’s time to start thinking about the rest of 2022… and future possibilities of all kinds – both good and, well, not so good. The good? There are steps taxpayers like you can take now to help lower next...
How Orange County, California Taxpayers Can Wisely Spend A Tax Refund
By the time you read this, the tax deadline will have just passed and our tax office will be taking a long, deep breath. (Serenity now!) These days have been a whirlwind of activity for us here at Accountable Solutions, and not just because of tax season. The...
How Orange County, California Retirees Can Stretch That Retirement Fund
You might not feel this as much in your bones as we do here, but the tax deadline is getting very close. This year, for reasons that at this point in our season would take way too long to explain, the tax deadline is April 18th (not 15th).We’re...
House Hacking Guide for Orange County, California Homeowners
There’s a lot going on out there right now as the visible signs of spring begin to emerge. While the birds sing with the morning sun and longer hours of sunshine brighten everyone’s outlook – the whistle of mortar shells continues to echo throughout Ukraine and the...
Tom Bass’s Perspective on Tax Filing Extensions
Today’s issue we’re diving into tax filing extensions… and people do this for all kinds of reasons. Truthfully, extended deadlines and delays have been pretty commonplace in the tax world over the last few years. Sometimes life smacks you in the face and you...
NFT Tax Implications for Orange County, California Investors
While many things are dividing the world right now, it’s good to know people can still unite around shared interests… like college basketball. According to an American Gaming Association (AGA) survey, something like 45 million people planned to wager $3.1...
2021 Tax Credits Orange County, California Taxpayers Can Bank On
Believe me, I’ve seen some of the craziest tax claims in my office over the years, but claiming captured military equipment hasn’t been one of them. Recently the Ukrainian government assured its people they wouldn’t be held liable for taxation on any Russian...
Tax Identity Theft Protection Tips for Orange County, California Taxpayers
Change is sneaky… and (often) sudden, catching the best of us off guard and forcing us to scramble for some steady ground. Just consider the war in Ukraine. We’ve all been surprised by how quickly things have escalated in the last two weeks and by the devastation...
Factors Affecting Orange County, California Taxpayers’ 2021 Tax Refund
The world seems to be hanging on a razor's edge.There’s a lot of fear going around with Russia’s invasion of Ukraine last week. With a 24-hour news cycle, a heap of different internet sources, social media feeds, and more, it’s difficult to not give in to it all… and...
Credit Cards: A Money Management for Orange County, California Teens Tool
Well, before I jump into money management for teens, let’s focus on the fact that a month has gone by since the beginning of tax season. And boy has it been a veritable whirlwind of activity in the Accountable Solutions office. We’ve got our arms deep in the returns...
How to Reduce Taxes in Retirement: Tom Bass’s Pro Advice
Before I get into today’s discussion on how to reduce taxes in retirement, let’s talk about the combined excitement of the Super Bowl, the Olympics, and Valentine’s Day that has swept homes and businesses the past week. A surge of football parties, hours cheering on...
Retirement Contribution Tax Deductions for Orange County, California Filers
So, I’m not one for constant gloom-and-doom talk, but I do believe in giving it to you straight. And here it is:Things at the IRS are a maelstrom of hot mess. Some very serious voices are sounding the alarm of impending disaster at the agency ... and no one really...