bookkeeping-accounting-bay-area

A One-Stop Shop for All Your San Rafael Accounting and Bookkeeping Needs

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Our client Sally runs her own business managing a bed and breakfast and several other rental properties that are in high demand. When she came to us, a family member had been managing her accounting for several years — and he’d run into some problems.
signs-to-hire-a-bookkeeper

6 Signs It’s Time to Hire a Bookkeeper

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There’s always a point in a business owner’s career when hiring a bookkeeper becomes less of a luxury and more of a necessity. Here are some signs you’ve hit that point yourself.
san-rafael-accounting-firm

Seven Questions to Ask Before Hiring a
San Rafael Accountant

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If you’re a San Rafael business owner, you may be accustomed to doing your taxes yourself—but most business owners come to a point where they can’t wear all the hats.
what-is-tax-loss-harvesting

What is Tax Loss Harvesting?

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While it’s too soon to tell how the impact of the worldwide pandemic will play out in the stock market, the prognosis isn’t good. But while losses in the stock market can be stressful, they can also be used to reduce your taxes. The process is called “tax loss harvesting.”
covid-19-taxes

COVID-19 And Your Taxes

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Here’s what we know about how COVID-19 will affect your taxes.
air-bnb-owners

Client Spotlight: Bookkeeping for Bay Area Airbnb Owners

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Natalia’s husband had started a very successful business, and for a long time, their standard of living was high. Then, after 42 years of marriage, she discovered her husband was having an affair.
summer-camp

What To Know About The Summer Camp Tax Credit

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If you have kids going to summer camp, you'll want to know about this tax credit.
retired-couple

Changes To RMDs

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What you need to know about the changes to the starting age for Required Minimum Distributions.
bitcoin

Crypto Currency

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The IRS is cracking down on non-reported transactions. Here's what to know.