Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

David Fiene’s Four Keys To Smarter Interview Questions

Firstly, with the advent of technology like Google's new "Duplex" system, it's going to reach a point (sooner than we realize) that Southern California businesses like yours -- and mine -- will have less use for employees that are mere "order takers" or who don't...

Make the Switch to David Fiene And You’ll Receive A Complimentary Tax Planning Session

Look -- I know how hard it is to move from one tax professional in Southern California to another. Which is why I would like to take a minute here to address those who haven't yet made the decision to use our services. After all, we've helped many Southern California...

Let’s Talk About Your Business…

But the problem is that there’s a lot of confusion out there about how to grow your business right-with cost-effective, powerful strategies…

Five Financial and Tax Strategies For Southern California Small Businesses

It's increasingly clear to all of us that our present "cultural moment" can take a toll on any Southern California person's mind who isn't vigilant. Constant connectedness to those who are (by their very vocation) incentivized to highlight change, chaos and fear is...

Sales Positioning For Southern California Freelancers And Small Businesses

Have you ever heard of Mary Meeker? Perhaps not. But for those who follow securities analysts, she's a little bit like Michael Jordan. She's been issuing an "internet trends" report since the '90s -- and she's usually right. Which, I suppose, is rare for securities...

Three Easy Ways for Southern California Business Owners to Develop Delegation Skills

The corporation deadline for Southern California businesses is behind us, and we're taking a big breath around here (while still focusedly working through personal tax returns as well). Apparently, there are basketball games being played.  Not that we would know much...

Three Tips On How To Succeed as an Entrepreneurial Business Owner in Southern California

Now that TY2017 is behind us, it is time to turn our greedy eyes towards the savings possible for you and your Southern California business in the "new" tax code under the Tax Cuts and Jobs Act of 2017. And there are many ways to save with these new regulations. One...

What Are My Chances of Getting Audited? 11 Tips For Southern California Small Businesses

On March 15th, 2018, Subchapter S Corporation (S-corps, for short), have their tax returns due. We're already on top of things for our Southern California clients, but this is a quick reminder to you to make sure that we've communicated, and that your books don't...

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

The Most Important Factor in Southern California Small Business Valuation

I've heard from many of my Southern California business owner contacts over these last few months, thanking me for the notes that we put together, sending thoughts and questions -- and letting me know that they've sent their friends to see us for their business and...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!