What Orange County Area Taxpayers Should Know About COVID-Related Scams

Anytime (like now) that there is a rollout of government assistance, we, here in Orange County, can count on two things: 1)    Bumps in the road (it’s hard to manage many millions of people needing help) 2)    SCAMS I haven’t yet heard of any of my local Orange County clients or friends being taken in by COVID scams, but I … Read More

adminBassWhat Orange County Area Taxpayers Should Know About COVID-Related Scams

What Orange County Taxpayers Should (and Should NOT) Do With Their Economic Stimulus Checks

So, you got that stimulus check (or, as the government wants to call it, your “Economic Stimulus Payment”)… What next for Orange County families and individuals? Please use these funds wisely. If I could sum up my advice for next steps, it would be this: act like you did NOT receive this payment. And, yes … some of you have … Read More

adminBassWhat Orange County Taxpayers Should (and Should NOT) Do With Their Economic Stimulus Checks

Stimulus Checks and Unemployment Assistance For Orange County Taxpayers

These are the days when the internet is not necessarily your friend. Let’s leave aside the very true fact that so many of the new, online substitutes for the “real thing” are a pale imitation of what we used to have, and that with more and more time spent online, there are more and more opportunities for time-wasting distractions and … Read More

adminBassStimulus Checks and Unemployment Assistance For Orange County Taxpayers

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