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What The IRS “Has”
On You

We’ll Cut Through the Red Tape to Get Your IRS File.

You would be surprised to see what information the IRS keeps on file about you. Of course, gaining access to that file and then interpreting that information is best left to a professional who understands the system. There is no need, after all, to raise any red flags through your requests.

We can get a copy of your IRS file and help you determine how that file might help you resolve any current tax problems.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (866) 282-3127 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!

1099-K Reporting Requirements: Clearing Up Confusion for Orange County, California Taxpayers

The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of a day. We could not have imagined on September 10 that such tragedy would strike or that so many people’s lives would be changed. It’s one of the reasons it’s so...
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Orange County, California Car Shopping in 2023

Enjoy your long weekend soaking up the final vestiges of summer? Last minute visits to your Orange County, California pool, outdoor amusements, a little grill-out … maybe buying a new car?Typically Labor Day is one of the biggest car shopping days of the year. As...
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What Rising Mortgage Loan Rates Mean for Orange County, California Home Shopping

It’s almost September as I write this. First, I need to remind you that the filing deadline for tax extensions is nearing. October 16th will be here before you know it:866-282-3127 If you’ve comfortably waited around at home thinking you have plenty of time to...
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How an Identity Protection Pin Can Save Orange County, California Taxpayers

Here we are, nearing the end of August, looking September and fall in the face. And that calls for a couple tax-related reminders.1. If you’re a teacher... you’re a true Orange County, California hero, which is why I want to make sure you remember that you can claim...
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Energy Efficient Home Improvement Kickbacks for Orange County, California Homeowners

I want to start today by sending my thoughts to those suffering and grieving in Maui. You’ve likely heard about the wildfires raging there (the deadliest in more than a hundred years, actually, with search efforts only just beginning). If you’re at all interested in...
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Check Payment Alternatives to Consider Now, Orange County, California Friend

Remember when music went digital? No more massive stacks of CDs or worries over scratched discs. You could exchange all of that for your first-generation iPod that fit in your pocket.But if you’re old enough to remember that, you also remember a less-than-legal shared...
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Could Tax Refunds Be Waiting for You, Orange County, California Taxpayers?

Well, let’s start with some good news on the economic front. After the latest earnings reports, it looks like the GDP is doing better than analysts thought thanks to consumer spending and an aggressive investment attitude by businesses this year. Recession fears...
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Tom Bass on Insurance Planning for Life’s Big Changes

Looks like another (and most likely final) fed interest rate hike is expected this week. Curbing inflation never seemed so expensive, am I right?Because your dollar just doesn’t seem to go as far as it used to, being more focused on tracking your money is more...
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A Restarting Student Loan Debt Repayment Guide for Orange County, California Borrowers

Man, I love summer. Longer days, time outside in nature, burgers on the grill… scorching hot weather… Okay, so that last part not at all. And the heat continues to turn up across the US and parts of Europe (it was so hot they closed the Acropolis multiple...
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Crypto Security Musts for Orange County, California Investors

Remember watching Back to the Future II and thinking hoverboards were going to be the greatest futuristic invention? How about paying for things through an implant in your wrist like the 2012 Total Recall movie? (That’s an idea that might not be so futuristic...
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