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Does Your Bookkeeping Need a Little Housecleaning?

If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our expert assist you with our 4-hour “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.

We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.

Please call now to set up an appointment.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (714) 241-0188 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Save On Your Taxes With Tom Bass’s Nine Tax Planning Questions

Tax Pro World is abuzz about the increase of the Social Security wage base standard.Well, I should clarify -- most of Tax Pro World is taking naps this week and not really thinking much about taxes whatsoever, ha! After all, that was one of the most epically intensive...

Nine Crucial Questions To Prepare Orange County Taxpayers For Their 2020 Taxes

First some important reminders for all Orange County taxpayers, then I have a bunch of questions to which I'd like you to respond...Depending on when you read this, the October 15th tax return extension deadline (for families and individuals) is either VERY close, or...

Tax and Financial Planning for Multi-Generational Caretaking for Orange County Families

Say it with me: four more weeks. Four more weeks until this crazy election cycle is behind us and we can all return to normal here in Orange County.Except, well, if it isn't. With the way that 2020 has been going, we might as well emotionally prepare for that...

Trump’s Tax Returns Are Not The Real Story by Tom Bass

Like many things political, one of the best ways to look at the tempest of the day is analytical bemusement. This is (always) especially true when it comes to tax issues.And I might have a take today that could surprise you. I am not interested in getting into...

Now Is The Time For An Estate Plan For Orange County Taxpayers

Right now, it’s almost impossible to escape the conflict, the noise, and the shaming over various cultural decisions we’re having to make. Lockdowns, schooling, more economic stimulus, elections, vaccines — it’s all enough to drive you crazy if you pay close...

Tom Bass’ Guiding Principles For Teaching Kids About Money

However you slice it, the schooling situation right now is tough, with no good options. If you are vehemently in favor of full-on school … well, compassion would dictate that you would recognize that others are having more difficulty with that, for caution’s sake or...

A Strategy For Orange County Taxpayers With A Higher Than Expected Tax Bill

Taking a look around the world these days, and where things seem to be headed… But our heads are high here at Accountable Solutions because we worked our tails off for our Orange County clients this year. We helped a bunch of people save a ton on their taxes — with...

Reflections On The Extended Tax Season By A Local Orange County Tax Professional

I remember at the end of April 2019 that I felt like it had been one of the wildest tax seasons in memory. The TCJA (“Trump Tax Code”) had thrown a ton of curveballs our way, and we were looking forward to implementing tax planning strategies for our Orange County...

The End of Tax Season, Estimated Taxes, And Unemployment Compensation by Tom Bass

I’m still emotionally adjusting to the fact that we just went through 4th of July weekend … and “tax season” is STILL GOING. I’m thankful for it, because I also know that extending the deadline during this wild, intensely difficult year (for so many) was a rare...

Tom Bass’ To-Do List If You Can’t Pay All Your Taxes

Some of our Orange County clients are STILL pulling their paperwork — which is understandable during this donkey of a year, and with all of the new complications. But sadly, ye olde IRS isn’t extending any payment grace in a couple weeks. (I say “sadly”, but here at...