News & Articles

February 28, 2024

Tax Relief for Federally Declared Disaster Areas

This newsletter is directed to those affected by federally declared disaster areas including San Diego County (businesses & residents).  Hi Everyone ­ Due to severe storms, the IRS announced today that individual and business taxpayers located in San Diego County are granted automatic filing relief until June 17, 2024. The June 17 filing postponement matches […]

December 14, 2023

Regulatory Updates for 2024 – Business Owners

Hello! For individuals who own and/or operate a business in the United States – new business reporting requirements are being enforced beginning January 1st, 2024. This new informational reporting requirement is referred to as “Beneficial Ownership,” and if you own and/or operate a business in the United States, we encourage you to familiarize yourself with […]

December 1, 2023

Transition to Our New Client Portal Application

Good Afternoon! Prior to the upcoming 2023 tax season – we will be retiring OfficeTools, our existing client portal application, and upgrading to a new client portal application. We’re very excited to announce that this moment has arrived, and we have officially rolled out our new client portal application – Qount! We will be using this […]

November 17, 2023

Tax Credits for Green Home Upgrades & Vehicle Purchases

Hello!  If you make energy improvements to your home or purchase an electric vehicle, tax credits may be available for a portion of qualifying expenses. The credit amounts and types of qualifying expenses were expanded by the Inflation Reduction Act of 2022, which will be applied to purchases in 2023 and future years. Here is […]

March 16, 2023

Upcoming Tax Deadlines & CA Resident Returns Extended Until 10/16/23

Hi Everyone – We hope everyone is doing well! For those of you who are residents of California, the IRS has extended returns to October 16, 2023. In addition, the Governor’s office has announced that it will conform to the IRS’s postponement of filing and payment deadlines to October 16, 2023 as well. This applies to […]

January 16, 2023

CA Residents: IRS and state grant filing extension to California storm victims to 5/15/23

California Residents: IRS and state grant payment and filing extension to May 15, 2023 Hi Everyone ­– This newsletter is directed to California state residents only. The IRS and state of California have announced that California storm victims qualify for tax relief, including postponement of various tax filing and payment deadlines that occurred starting on […]

January 5, 2023

Preparing to File Your 2022 Tax Returns

Preparing to file your 2022 tax returns – What do I need to know? Happy New Year! We hope you had a happy and healthy holiday season. As is customary this time of year, we’ve been busy preparing for the upcoming tax filing season. The 2022 tax year filing season begins in just a few […]

August 11, 2022

Tax Deadlines Approaching

Tax Deadlines Approaching Guidance on Waiver for FEIE Hi Everyone – We hope everyone is healthy and staying safe. As a reminder the following due dates are fast approaching. If you contact us now, we can file an extension for you, but will not be able to address your return until this summer. We will […]

January 14, 2022

Preparing to File Your 2021 Tax Returns

Happy New Year Everyone! We hope you all enjoyed a pleasant holiday season.  As is customary this time of year, we’ve been busy preparing for the upcoming tax filing season.  The 2021 tax filing season begins in just a few weeks. The IRS will open the e-filing window on January 24th for individuals, but we can […]

November 25, 2021

Employee Retention Credit Ends

Hi Everyone! Happy Thanksgiving! We hope that everyone is doing well and enjoying their Holiday Season! For many, the month of November is about Thanksgiving and Turkey, but for us it is also a great reminder to say thank you to all the Veterans in our lives.  Thank you to all our clients across the world […]

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