The Joys Of Providing Professional Tax Services To Orange County

Professional Tax Services

Well, our primary work for this tax season in Orange County has just about wrapped up. But notice I said “primary”, there … you see, unlike some professional tax services in Orange County, we make it a point to do a bit more than simply “fill out forms” on your behalf. I’ll tell you more about that in a moment. … Read More

adminBassThe Joys Of Providing Professional Tax Services To Orange County

Tom Bass’ Tax Extension Breakdown

tax extension

It’s the final full week of tax season, and our office in Orange County is hopping! But yes, I’m still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around the corner. And, fret not — if you have all your … Read More

adminBassTom Bass’ Tax Extension Breakdown

Filing Late On Taxes? You Might Actually Be Among Orange County’s Smartest

Late On Taxes

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you’re filing late on taxes this year, let’s talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as possible. If you’re still a bit spooked by that deadline, well, it might be … Read More

adminBassFiling Late On Taxes? You Might Actually Be Among Orange County’s Smartest

Make the Switch to Tom Bass And You’ll Receive A Complimentary 2018 Tax Reform Planning Session

tax reform planning

Well, apparently we have a new (massive) spending bill in place from Congress, and plenty of the usual suspects are up in arms. Us? We’re too busy preparing tax returns right now to dig into the details of the (2,232 page!) bill, but here is a trustworthy rundown, if you care to read about it. There are some minor tax-related things … Read More

adminBassMake the Switch to Tom Bass And You’ll Receive A Complimentary 2018 Tax Reform Planning Session

The Behavior Profile of Our Orange County Clients with the Highest Level of Financial Security

Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for personal tax returns away from April 15th (the 17th this year), well … I … Read More

adminBassThe Behavior Profile of Our Orange County Clients with the Highest Level of Financial Security

Tom Bass’ 6 Negotiation Tips To Get What You Want

Negotiation Tips

Well, the brackets are set — and the nation’s collective basketball madness has begun. Billions fly around every year for this tournament (probably much of it not reported on Form W-2G!), and it’s become a huge part of this season, as you no doubt know. But there is another, often-unnoticed, part of this season that always makes me shiver a little … Read More

adminBassTom Bass’ 6 Negotiation Tips To Get What You Want

Accountable Solutions’ 2017 Tax Preparation Checklist

2017 Tax Preparation Checklist

Lots of things have been changing recently — from Academy Award ratings (they’re down), to mortgage rates (which have been rising), to the effective tax rates for most businesses and families in 2018 (which, you may have heard, have changed!). But we here at Accountable Solutions haven’t much changed: we’re still cranking along in preparing your 2017 taxes, meeting with Orange … Read More

adminBassAccountable Solutions’ 2017 Tax Preparation Checklist

3 More Reasons Why More Orange County Families Don’t Have Estate Plans

Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We’ve been enjoying the opportunity to reconnect with so many longtime friends from Orange County who trust us with their most sensitive financial details — and we don’t take that privilege lightly. And because I don’t take this lightly, I also want to take the … Read More

adminBass3 More Reasons Why More Orange County Families Don’t Have Estate Plans

Estate Planning For Dummies: Two Estate Planning Myths Debunked For Orange County Families

Estate Planning For Dummies

I’m not sure there is very much I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something like this happens, we grieve for shorter and shorter amounts of time and move on ever-more quickly to the shouting at each other over root causes. But the fact … Read More

adminBassEstate Planning For Dummies: Two Estate Planning Myths Debunked For Orange County Families

2018 Tax Refunds Have You Confused? Tom Bass Provides Clarity

Tax Refunds

We are cranking along with tax return preparation here at Accountable Solutions, and there are some interesting things that you should know about from Tax Land (that wild, scintillating world that it is). Look — it is our J-O-B to handle this junk so you don’t have to, which is why I make it a point to not be too … Read More

adminBass2018 Tax Refunds Have You Confused? Tom Bass Provides Clarity