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.

How To Manage Money For Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

The Behavior Profile of Our Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

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...

QuickBooks Training

The Quick and Simple “Fix” to Any Potential QuickBooks Problems. Our one-on-one instruction is the perfect way to begin your QuickBooks experience. Avoid wasting time on the generalities introduced in a typical class by having our expert come directly to your...

A 12-Point Financial Health Check For Families And Individuals

We are now fully engaged in our tax "off season" here in . But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes (online and in...

Winery Industry

The winery segment of our business runs deep, mostly because we love good wine. Deeply involved with the Central Coast wine region and the Napa Valley wine region puts us in touch with some of the world’s best producers of fine wine. Winery operations are...

Steve Pybrum’s Tax Extension Breakdown

It's the final full week of tax season, and our office in is hopping! But yes, I'm still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around the...

Starting a Business

Know the Simple Steps for Starting Your Business Right. Owning your own business is right up there with apple pie and baseball as an American pastime. In order to assure that your business succeeds beyond the initial desire and thrill of fulfilling a dream, you must...

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...

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...

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!