Stimulus Payments, Retirement Account Updates and Tax Changes for Orange County Taxpayers

  Chances are good that you or someone you know and love has lost their job recently. You’ve also probably been touched in some personal way by the actual virus (whether through someone you know, or with whom you keep in touch). This crisis has a steadily-unfolding nature to it, and is painful, however you are experiencing it. And no … Read More

adminBassStimulus Payments, Retirement Account Updates and Tax Changes for Orange County Taxpayers

The latest on when Orange County taxpayers will get their stimulus check — and Social Security Beneficiaries too!

Yesterday, we learned some news, and I thought I’d send you a short note for you to hear this (it is a welcome change). Earlier this week I wrote to you (and it has been all over the news) about the economic stimulus checks (typically for $1,200 for single filers and $2,400 for joint filers). The initial rules were stating … Read More

adminBassThe latest on when Orange County taxpayers will get their stimulus check — and Social Security Beneficiaries too!

Tom Bass Clears Up Confusion Around The Stimulus Checks

Well, over the weekend, the President signed the big new stimulus bill, and we have been poring over the details ever since. Bear with us … it is MASSIVE. But it’s also full of great benefits for Orange County families and business owners (even those with a “side hustle”), so we’ve already been working on helping our clients with all … Read More

adminBassTom Bass Clears Up Confusion Around The Stimulus Checks

An Important Stimulus Bill Update For Orange County Taxpayers

You might have seen the news that Congress has agreed on the massive new stimulus bill, called the CARES Act. As of this writing, the stimulus bill is NOT YET SIGNED. But it is getting very close. And it might help you VERY much, depending on your situation. I will have more to say early next week, once I review … Read More

adminBassAn Important Stimulus Bill Update For Orange County Taxpayers

COVID-19 Updates For Orange County Taxpayers

I hope you’re hanging in there. We’re LOCKED in, helping our Orange County clients, and I have a bunch of things to share with you today, based on recent activity. I will say that, between helping clients, and the astonishing rapidity of change, I’m not always able to put up new posts immediately, at the moment of update. But you’ll … Read More

adminBassCOVID-19 Updates For Orange County Taxpayers

Accountable Solutions COVID-19 Policy

Until further notice. This is a busy, fearful and unprecedented time of the year for all of us. We are in your corner, even still. Due to the Coronavirus Pandemic, our office has stopped seeing clients face to face, until further notice.  We will continue to accept client documents and prepare returns. We continue to accept new clients but cannot … Read More

adminBassAccountable Solutions COVID-19 Policy

Tom Bass’s IRS Deadline Extension Update

I normally write you a weekly strategy note (or so), but these are NOT normal times, are they? And before I get into what’s happening with the IRS deadline — to separate some of the rumors from the reality — I first want to check with you: How are you doing? Email me back through the email button at the … Read More

adminBassTom Bass’s IRS Deadline Extension Update

Tax Deadline Rumors And Planning For Corona Virus byTom Bass

Hello, my friend. The world has shifted under our feet. With the barrage of media, medical, and economic news flying at us, I want to stay in my lane today. You don’t need more medical advice, you don’t need tips on working from home (at least today — I might share those later), or even my particular thoughts on the … Read More

adminBassTax Deadline Rumors And Planning For Corona Virus byTom Bass

A Note on the Coronavirus for Orange County Families

As COVID-19 snakes its way through the world, what’s becoming clear to me is that … well, not much is clear. From death rates (relying upon shaky data from totalitarian regimes), to spread rates, to proper precautions — you can find an article from a seemingly-authoritative source that will tell you one thing, and then click over to another (equally … Read More

adminBassA Note on the Coronavirus for Orange County Families

Tom’s Top 5 Healthy Financial Habits

Yep, here we are in March, and that means that it’s GO TIME for taxes. If it takes you a couple weeks to pull things together, and get organized … well, now is a very good time to start the process. We’re here for you with any questions: (866) 282-3127 But don’t panic — even if you’re terrible at paperwork, … Read More

adminBassTom’s Top 5 Healthy Financial Habits