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Tax Preparers vs. Tax Planners

Tax Preparers vs. Tax Planners

Tax preparers and tax planners are both professionals who work with individuals or businesses to help them manage their tax obligations and potentially save money on their taxes. However, they serve different roles and have different responsibilities. Tax preparers...
Did Your Tax Advisor Ruin Your 2022?

Did Your Tax Advisor Ruin Your 2022?

It’s January, it’s a new year! The month of January is named after the Roman god Janus. In Roman mythology, Janus is the god of beginnings, gates, transitions, time, duality, doorways, passages, and endings. He is usually depicted as having two faces, one looking to...
Tax Preparation Services in Marin County

Tax Preparation Services in Marin County

Most people only think of April 15th as the deadline for filing their federal and state taxes through tax preparation services like Books In Balance. The fact is, there are many other dates to remember when you want to minimize what you pay to both Washington, DC and...