Blog

When scrolling my social feeds, if I come across a Christmas countdown post, I sometimes have to purposefully slow my breathing. For Orange County, California tax and financial pros like me, this season also shouts: deadlines, deadlines, deadlines. Also, yes …...

Phew. I can tell you (for my part) that I’m eager to metaphorically turn the calendar page into 2023. The last THREE tax seasons have been fairly brutal for tax professionals, navigating IRS staffing challenges, all of the government relief initiatives, and of course...

After a U.S. Congress election – regardless of your political perspective – within the results there is always a little bit of the productive, the unproductive, and the stalemate. Sometimes things work in your favor as a faithful Orange County, California taxpayer....

Wow, am I the only one who turned around and suddenly found the holidays have already planted themselves on my doorstep? No? Oh. Well…At this time of year, it seems like I always find myself saying, It’s been a crazy year like a proverbial broken record. But, it...

Well, if you had an account with FTX, you very well might be in some financial difficulty. To a certain segment of our Orange County, California clients, this is a BIG deal. As such, I'll have more thoughts in the following weeks as things become more clear.But...

First, let’s discuss the elephant in the room: the mid-term elections.Depending on when you’re reading this, they might be underway in your Orange County, California precinct, they might be already in the rearview, they might not even have raised themselves to the...

Before I dive into those scammers (one of my favorite topics – simply because I love SAVING Orange County, California people from these criminals), some good news on the “The IRS Might Not Be a Total Dumpster Fire in 2023” front.Maybe.Because a few days ago, the IRS...

I think you probably realize that last Monday was the final deadline for 2021 taxes, and we can now (finally) put those returns to bed.Or can we?Frankly, with a number of our new Orange County, California clients this past year, we reviewed returns prepared via...

Now that 2021 tax returns are completely in the rearview (although we can always make amendments!), and only a few months of the 2022 version remain, it’s time to kick your “tax optimization” strategies into full gear. And look – yes, I’m a professional at this...

One of the things that my team and I prioritize here at Accountable Solutions is keeping the lines of communication open with our Orange County, California clients. Especially when difficult times hit (we’re continuing to think about those in Florida and the Carolinas...

The devastating images and clips from the aftermath of Hurricane Ian rolling through the news feeds are truly heartbreaking. It’s incredibly difficult to watch the crippling effects of situations like these. All of us here at Accountable Solutions send our thoughts...

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...