A friend of mine came to me recently asking what their best student loan repayment option would be. To start with, all I knew was that they both made pretty good money and his wife had significant student loans. Being … Continue reading →

I’m self-employed. How do I find out if I’m required to make estimated tax payments? We receive this question every year. Typically, most employees have their federal taxes withheld by their employer, but in many cases, individuals may be independent … Continue reading →

  There’s officially less than one month to get ready! We’re already mid-way through the 2017 tax filing season. Wow, how time flies! The good news is that you still have until Tuesday, April 17th to prepare your documents to … Continue reading →

If you’ve ever received correspondence from a tax agency (IRS, FTB or other), you probably feel instantly nervous before you open the envelope. I know I do! Even though I know it’s just a notice to renew my PTIN or … Continue reading →

The largest re-write of the federal tax code in 25 years is likely to be enacted into law within days, leaving only a week to understand a 500 page piece of legislation and then act before the changes hit on … Continue reading →