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...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our site when you...

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement? It sounds too good to be true. And it is too good to be true… unless you know the ins and outs of the college funding system and...

Quickbooks Services

Save Time and Money With QuickBooks. QuickBooks financial management software was created with small to mid-sized business owners like you in mind. You will benefit from using QuickBooks in the following ways… Save Time. In QuickBooks, many common tasks are dealt...

What Do I Need To File My Taxes For 2019? Here’s Steve Pybrum’s Checklist

Oh, you thought that calendar on your phone was accurate, did you? You thought 2018 was DONE WITH. OVER. (Hurrah)?Whoops. The fact is that over the following weeks and months, you will be reliving all of your financial decisions from 2018 while we put together your...

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...

Internal Systems for Business

Discover How Our Systems Can Free You to Work ON Your Business… Not IN Your Business. We can help you help your business by providing an objective review of your internal control systems and determine the efficiency and effectiveness of your operating procedures....

Choosing a Tax Advisor For Your Business? Here’s What To Keep In Mind

Hiring a good tax advisor can help you save hundreds of thousands of dollars every year.
If you’re looking for a tax advisor but don’t know how to choose one, use the following tips to help you out:

Tax Consulting

Don’t Waste Your Valuable Time on Bookkeeping and Finances… Give Yourself Time to Do What You Do Best – Go Out and Get More Clients! Most business owners waste valuable time attempting to manage finances and keep up the bookkeeping end of their business when the...

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!