by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 3, 2019 | Business Planning, Featured
There is an excellent chance that even if you’re an expert in your particular industry, you’re probably not an expert in small business finances. This may not seem like that big of an issue on the surface. However, in order to make the best decisions...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Apr 26, 2019 | Featured, Tax Planning
Highlights: Reasons to Keep Records Statute of Limitations Maintaining Record of Asset Basis If you are a neat-nick and your tax return for last year has been completed and filed, you are probably thinking about getting rid of the tax records related to that return....
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Apr 12, 2019 | Featured, Tax Planning
PSA Scam Alert For Fake Calls from Taxpayer Advocate Service Like clockwork, every tax year, there’s a new twist on old scams. This year, it is the IRS impersonation phone scam with a TAS twist. Criminals are making fake phone calls from the Taxpayer Advocate...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 1, 2019 | Featured, Tax Planning
Tax Season: What To Expect During Another Government Shutdown The federal government was partially shut down from December 22-January 25 which was the longest shutdown in U.S. history. There were 800,000 government employees who were not getting paid, with 420,000 of...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Dec 7, 2018 | Featured, Tax Planning
Its time to really start thinking about taxes and setting up a strategy now! We brought together some relevant contact information for the IRS that you may find useful. Contact Information for Local IRS Offices: IRS Office Phone # Address Walnut Creek (925) 974-3898...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Nov 14, 2018 | Featured, Tax Planning
Start Your Tax Planning Now For 2018 Reduce or Eliminate Taxes By Using Our Proven Strategies! To achieve maximum tax savings, you should be talking with your CPA now on appropriate strategies. Its especially important to get an early start this year because the Tax...