Simply put…We help busy professionals, small businesses, and organizations succeed!

OUR MISSION

We help busy professionals increase their wealth building capacity by helping them manage their money, communicate with consistency and maintain a hyper-capable skill-set.


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Well Done Tax & Business Services

Well Done Tax & Business Services

OUR SERVICES
Business Management & Tax Services
Marketing Coordination
Professional Development Coordination

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I got to consult one of my favorite clients about "chunking" his traditional 401k into a Roth IRA to save him some tax dollars in the future! 😍😍😍
#TaxGeek #MoneyGeek #FixYourMoney
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This is a very thought provoking and interesting twist on investing. #DefinedOutcomeETF I think I'll test it out with my excess #HSA funds.

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Very interesting indeed! My associates and I have discussed similar strategies with some our clients.

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If you are willing to do the work to achieve your dream, it is within your reach.

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LATEST BLOG POSTS

  • The Delay is Over – Let’s Get Back To Tax Business!
    Hello Clients and Friends Thank you for your patience while I worked through the latest tax changes. Here’s an update for you: Both the IRS and CA Franchise Tax Board have extended the tax deadline to May 17th.  If you OWE taxes, you now have until May 17th to pay them. I am now able […]
  • IRS strongly urges taxpayers not to file amended returns related to the new legislative provisions
    The IRS strongly urges taxpayers not to file amended returns related to the new legislative provisions or take other unnecessary steps at this time. The IRS will provide taxpayers with additional guidance on those provisions that could affect their 2020 tax return, including the retroactive provision that makes the first $10,200 of 2020 unemployment benefits […]
  • The American Rescue Plan Means More $$$ for Most Taxpayers
    If you have been following the news, you know the new COVID relief plan should be signed by President Biden today. It’s called The American Rescue Plan. This plan not only includes another $1400 in stimulus payments for tax payers and their dependents, but it also includes other tax benefits for certain individuals applicable for […]
  • How Does Being a S-Corp Save You Taxes?
    In short, when the business income is high enough – which 40,000 net or higher, an S-Corp could save the owner thousands in self-employment taxes