(415) 455-9455
Preparing Your Tax Documents

Preparing Your Tax Documents

Helping you sort it all out! Some things to look for when gathering your documents and what they mean. To ensure individuals properly report all their income, the IRS has an ever-expanding series of information-reporting forms used to advise you and the IRS of your...
Got a Mistake on Your Tax Returns?

Got a Mistake on Your Tax Returns?

https://booksinbalance.com/wp-content/uploads/2023/09/mistakes-on-your-tax-returns.mp4 Mistakes on your taxes are a lot more common than you probably realize. Here is how to resolve the problem in a timely manner. A previously filed tax return can be fixed or amended...
TAX STRATEGIES – In case you missed it!

TAX STRATEGIES – In case you missed it!

While some of you may still have not heard of this part of the tax bill, we continue to help our clients navigate their way through it. The 2022-2023 Appropriations Bill (also known as the Omnibus) was released, and it includes a major overhaul called Secure 2.0. This...
Secure Act 2.0: Rethinking Your Retirement

Secure Act 2.0: Rethinking Your Retirement

The Secure Act 2.0 is a new piece of legislation that builds upon the original Secure Act of 2019. The changes make it easier for individuals to save for retirement, as well as providing incentives for employers to offer retirement plans. It increases the amount of...
What is the 179D Tax Deduction?

What is the 179D Tax Deduction?

This is great news for commercial building owners and design firms. Taxpayers who began construction before January 1, 2023 may apply the reference standard 90.1-2007 regardless of when the building is placed in service. IRS Announcement regarding 179D tax deduction...