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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23 years and counting!
A #tracyca small business since 2012.Great news! Today California Governor Gavin Newsom issued a proclamation declaring May 2023 as "Small Business Month" in the State of California."
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Tainted wealth has no lasting value, but right living can save your life. - Proverbs 10:2
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It’s April 16, 2023, and I have just about wrapped-up this years tax returns for on-time tax filings! Thank you, everyone, who met the timelines to get all of your documents to me, questions answered, documents signed, and payments made. It’s been a GREAT tax season! THANK YOU!
Some Things To Know
I will be on break from TAX services starting April 18 through June 10.
The next filing deadline for extended and unfiled tax returns is October 16.
Plan to have all documents uploaded by October 6.
LATEST BLOG POSTS
- 2022 Tax Season Wrap-up!It’s April 16, 2023, and I have just about wrapped-up this years tax returns for on-time tax filings! Thank you, everyone, who met the timelines to get all of your documents to me, questions answered, documents signed, and payments made. It’s been a GREAT tax season! THANK YOU! Some Things To Know Wishing you the […]
- It’s Tax Time – 20 Days Left to Get’em In!Where has the time gone?!?!? Today is March 18, 2023 and there are only 20 more days left to get all your tax documents to me for an on-time tax filing of your 2022 income. The key dates you should know are as follows: TAX APPOINTMENTS DEADLINES Please book your appointments online at your earliest […]
- In-Person Tax Appointments & Drop-offs for March 12th Last Call!Need to schedule a tax appointment or drop off? Dates & times are limited.
- 2021 Tax Year… More ChaosTaxpayers often think every tax year looks, acts and will turn out the same. This is sooooo not true, and it never has been. Things this tax year (tax year 2021) will be unpredictable and chaotic even more-so now that we are dealing with “multiple tax codes” as a result of all the tax changes brought on […]