Client Portal Login 
Pay Bill 
Check Deductibility Before Making Year-End Charitable Gifts
As the holidays approach and the year draws to a close, many taxpayers make charitable gifts — both in the spirit of...
Call Us Today!
(707) 546-0272
tax planning
Catch-Up Retirement Plan Contributions Can be Particularly Advantageous Post-TCJA
Will you be age 50 or older on December 31? Are you still working? Are you already contributing to your 401(k) plan...
It’s Not Too Late: You Can Still Set Up a Retirement Plan for 2018
If most of your money is tied up in your business, retirement can be a challenge. So if you haven’t already set...
Mutual Funds: Handle with Care at Year End
As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and...
Tax Planning for Investments Gets More Complicated
For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess your financial...
Choosing the Right Accounting Method for Tax Purposes
The Tax Cuts and Jobs Act (TCJA) liberalized the eligibility rules for using the cash method of accounting, making this method —...
