Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Steve Pybrum’s First Key To Building Wealth

Not only are we entering into the thick of tax season in California, we are getting some winter weather complete with rainfall.Meanwhile back at the ranch, the IRS is still recovering from the PREVIOUS shutdown, but the day after Presidents' Day happens to be their...

3+ Reasons Why Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our 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 is very...

Four Tips For Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in who are paying attention (because let's be honest -- many of...

Steve Pybrum’s Three Simple Steps For Better Information Security Management

Unless you're a Patriots fan, the Super Bowl sure was a snoozefest, eh? The snarky tweets were in full force, and there were many sad bettors who might want to check this out (unless, of course, they just want to let us handle it for them, which is always wise).Even...

Understanding Your Airbnb And Taxes

As of this writing, the federal government is still in a "partial shutdown", and things are starting to fray around the edges, even for those whose paychecks aren't being affected. Already, it's the longest in history.Which, for a media starving for any kind of...

Filing Late On Taxes? You Might Actually Be Among ‘s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as...

There are so many advantages for those who file taxes early in tax season. Here are the top four reasons to get your documents together as soon as possible.

As of this writing, the federal government is STILL in its partial shutdown.And 800,000+ people are affected -- including a whole slew of IRS workers who have been called in, regardless of paychecks, because come Trump or high water: tax filing will indeed begin on...

IRS Form 4852: Canberra Company Explains the Substitute for the W-2

 Word on the tax professional "street" is that tax filing numbers are down across the board so far. That is from data released by software providers (though this year, of all years, I simply don't understand why somebody would use software), as well as overall...

Solving Problems in Businesses with Effective Solutions

There's this idea out there among many wannabe business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although the sharks do a...

 Hello ~Contact.FirstName~,Steve Pybrum here, your tax professional. I know that we haven't emailed much before, but starting this week I'm hoping that you and I can have a conversation. You see, there hasn't been an environment like the one we're now facing...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!