For Individuals

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?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Instilling Financial Literacy For Kids In Ventura County

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

Four Tips For Ventura County Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Ventura County 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 Ventura County who are paying attention...

3+ Reasons Why Ventura County 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 Ventura County 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...

Kris Nguyen’s Tax Extension Breakdown

It's the final full month of tax season, and our office in Ventura County 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 Monday, April 15th, right...

A 12-Point Financial Health Check For Ventura County Families And Individuals

We are now fully engaged in our tax "off season" here in Ventura County. 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...

Kris Nguyen’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

Filing Late On Taxes? You Might Actually Be Among Ventura County’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...

3 More Reasons Why More Ventura County Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from Ventura County who trust us with their most sensitive financial details -- and we don't take...

Delayed Gratification: Staying Focused to Get Ahead (Later) in Ventura County

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

The Joys Of Providing Professional Tax Services To Ventura County

Well, our primary work for this tax season in Ventura County has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in Ventura County, we make it a point to do a bit more than simply "fill out forms" on your...

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!