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.

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...

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...

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...

Pacific View Tax & Financial LLC’s 2017 Tax Preparation Checklist

Lots of things have been changing recently -- from Academy Award ratings (they're down), to mortgage rates (which have been rising), to the effective tax rates for most businesses and families in 2018 (which, you may have heard, have changed!). But we here at Pacific...

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...

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...

The Behavior Profile of Our Ventura County 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...

Focus Training For Folks In Ventura County

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

How To Manage Money For Ventura County 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...

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!