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Additional Information

Welcome to the Resource Center. Visit this area to find out what is new in taxes or gain insight in financial management.Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.

Tax Tips

Individual Return Key Filing Dates

Key Federal filing dates for Individuals are listed here.

Recordkeeping Requirements

How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.

Tax Topics - 2012

New Requirements for 2012

We hope that 2012 has been a happy and prosperous one for you and your family. Both the IRS and the California Franchise Tax Board have new requirements and this means we may need documents and information we have never needed in the past. Here is a list

The American Taxpayer Relief Act - Tax Changes

I'm sure you've heard and read about the New Year's Day passage of the American Taxpayer Relief Act. Here is a rundown of the items that may affect you when we prepare your 2012 taxes and plan for 2013.

Tax Topics - 2006

Educational Incentives

The beginning of the school year can bring a feeling of emptiness to a household when your child goes off to college. Remember that child you sent off to kindergarten 18 years ago and you thought college was a long way off? It's amazing how quickly that t

Tax Savings on Your Medical Expenses

One of the most crucial issues facing society today is the escalating cost of healthcare. In an effort to hold the line on rising costs of policies, costs are being shared or benefits are being decreased. As a result, you may have to shoulder a greater po

Retirement Issues

We look forward to retirement being the Golden Years of life. Whether it is or not depends on how well you plan for it. No matter what your age, it's not too soon to begin planning.

End of the Year Tax Planning

As the 2006 filing season approaches, it's time to do an ANNUAL TAX CHECK-UP to see what can be done to reduce the 2006 taxes and make any necessary arrangements for 2007.

Why Would You Contact a Tax Professional after April 15?

Have you visited your doctor for your annual physical? Have you seen your dentist one or two times in the past year? Your financial health is no different than your physical health. To stay healthy you must take care of yourself, eat right, exercise, and

Tax Topics - 2005

Washington Watch

Washington Watch . . . Stay tuned to Congressional and Federal Court actions in Washington this year. Taxes, investment income, and retirement savings seem to be in constant debate.

Check 21

Proving Deductions Without Canceled Checks; Careful recordkeeping becomes more important than ever.

Helping Hand

Paying expenses for others won't get you a deduction.

Noncash Charitable Contributions

Recent changes affect your contribution deduction!

Rebates on New Car Purchases

Is this income taxable?

Sales Tax Deduction

Is this option right for you?

Medicare Prescription Drug Benefits in 2006

The Medicare Prescription Drug Benefit starts at the beginning of 2006 but the time to enroll is right around the corner (November 15). You may still have many questions about the program, so let's cover some important points.


On September 23, 2005, the President signed the Katrina Emergency Tax Relief Act of 2005, which contains 21 separate tax provisions that apply to victims of the hurricane and those assisting and/or making contributions to the relief operations. The specia

Was Your Tax Refund Too High or Low?

Adjusting your withholding solves the problem.

2005 Quick Tips

IRAs for children, HSAs, educator expenses, working and receiving Social Security benefits, ROTH Traditional IRAs, day camp.

Tax Topics - 2004


What attracts people to Las Vegas besides the glamorous lights, beautiful hotels, and big name entertainment? Of course, it’s the gambling center of the U.S. When you think of gambling, winning always comes to mind; but the tax consequences aren’t as much

Health Savings Accounts

New! Health Savings Accounts Reduce Costs

Tax Topics - 2003

Jobs and Growth Tax Relief Reconciliation Act

President Bush signed the Jobs and Growth Tax Relief Reconciliation Act of 2003 on May 28, 2003. The following is a brief summary of the more notable tax provisions. Many of the provisions in this new tax law are only temporary, applying to 2003 and 2004.

Gifts and the IRS

Graduation, wedding, birthday, holiday, new house, new baby, new job, just because - all reasons we give family and friends a gift. Your imagination and financial resources are the only limits on how you express yourself when making a gift. Or, are those

Hobby Income

For years individuals have expanded a hobby into a successful full-time business that supports themselves and their families. Others merely fill their leisure hours with a hobby that is fun and gives great enjoyment. However, there is also that in-between


Is a Limited Liability Company (LLC) the Right Choice for My Business?

Itemized Deductions

Itemized Deductions on Form 1040 Schedule A - What Happened to Them?

Smart Finance

Glossary of Financial Terms

No matter where you go, what you read or hear, there are plenty of terms to identify persons who are available to help you with various financial matters. Add to that the equally numerous terms that cover those financial matters and it can make your head

Smart Banking

Have you noticed that most major banks are announcing record profits? What can you do to become a smart bank shopper? Here are some tips.


Automobile Salesperson

Click here to view our Automobile Salesperson Organizer.

Beauty Services

Click here to view our Beauty Services Organizer.

Charitable Contributions

Click here to view our Non-Cash Charitable Contributions Organizer.

Airline Personnel

Click here to view our Airline Personnel Organizer.


Click here to view our Clergy Organizer.

Construction Workers

Click here to view our Construction Workers Organizer.


Click here to view our Educator Organizer.


Click here to view our Entertainers Organizer.


Click here to view our Firefighters Organizer.

Homeowner's TaxSaver - Page 1

Click here to view our Homeowner's TaxSaver Organizer.

Homeowner's TaxSaver - Page 2

Click here to view our Homeowner's TaxSaver Organizer.

Law Enforcement

Click here to view our Law Enforcement Organizer.

Medical Expenses

Click here to view our Medical Expenses Organizer.

Medical Fields

Click here to view our Nurse & Medical Related Fields Organizer.

Real Estate Agents & Brokers

Click here to view our Realtor Organizer.

Rental Property

Click here to view our Rental Property Organizer.

Self-Employed - Page 1

Click here to view our Self-Employed Organizer.

Self-Employed - Page 2

Click here to view our Self-Employed Organizer.

Vehicle, Travel & Entertainment

Click here to view our Vehicle, Travel & Entertainment Organizer.