Client Portal Login 
Pay Bill Shift Income to Take Advantage of the 0% Long-Term Capital Gains Rate
Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital gains tax? If so,...
Call Us Today!
(707) 546-0272
NIIT
Is Your Income High Enough To Owe Two Extra Taxes?
High-income taxpayers face two special taxes — a 3.8% net investment income tax (NIIT) and a 0.9% additional Medicare tax on wage...
Selling a Home: Will You Owe Tax on the Profit?
Many homeowners across the country have seen their home values increase recently. According to the National Association of Realtors, the median price...
Protective Refund Claims for ACA-Related Income Taxes
Earlier this year, the U.S. Supreme Court recently announced they would hear a case that challenges whether the individual mandate under the...
3 Traditional Mid-Year Tax Planning Strategies for Individuals that Hold Up Post-TCJA
With its many changes to individual tax rates, brackets and breaks, the Tax Cuts and Jobs Act (TCJA) means taxpayers need to...