We're already a week into June, and our timing still feels askew because of the extended deadline ... but we're here, and we're still in your corner for all things tax and financial.In fact, I want to do a fairly deep dive on a very pertinent (to many) topic ... but...

 Key TakeawaysIf your return is truly simple (one W-2, standard deduction, no investments or side income), tax software may be sufficient. If you have self-employment income, rentals, investments, multi-state issues, or major life changes, filing with a...

Summer break. For school-age children, those are the two sweetest words in the English language. For parents, it’s … a mixed bag. You might have family vacations and cookouts and some memory-making planned, but it also means YOU are the one figuring out what...

The official tax season start date has landed—JANUARY 29th. That’s next week.This is your cue to start gathering everything you need for your tax appointment. (Speaking of… have you booked yours with us yet? It’s early so there are still plenty of spots open, but...

Anyone who has worked a job where you receive tips knows that reporting tips on your taxes isn't as simple as it might seem.  For example, as more and more customers use credit cards, workers who receive tips may see a box on their W-2 called “Allocated Tips”...

The British saying “Keep calm and carry on” seems like a good motto to live by in uncertain times like these. Still, a little freak-out about what lies ahead is totally normal, even expected.Plunging ahead through the rest of 2022, which is most likely to be rough...

Let's start by sending our thoughts to those suffering and grieving from the fires in Maui.  If you’re at all interested in sending relief aid to those on the ground, the Maui Strong Fund is one option to consider.It’s moments like these that solicit more...

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Los Angeles office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that day...

Time is a terrible taskmaster sometimes. Because there often doesn’t seem to be enough of it, especially in the context I’m discussing today: having little or no retirement savings.But let’s for a moment discuss if you’re already in your retirement years and a Social...

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...