Daniel E. Greene CPA, CTC

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One of our clients doing something great for our community. Check out his seminar on surving an active shooter.

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Report Card Time Memorial Day has come and gone, and the school year is quickly winding down, if it isn't already over. Kids are getting excited for summer vacay, and there's just one hurdle left -- the dreaded report card. (If your kids are getting nervous and antsy around mail time, you might want to pay attention!) Kids in school aren't the only ones who have to sweat report-card time. That's right, the IRS gets a report-card time, too. In fact, they get two. By law, Nat...Continue reading

Are you satisfied with the taxes you pay? Are you confident you’re taking advantage of every available break? Is your tax adviser giving you proactive advice to save on taxes? ... I’ve got bad news and I’ve got good news. The bad news is, you’re right. You do pay too much tax. You’re probably not taking advantage of every tax break you can. And most advisers do a poor job of actually saving their clients money. The good news is, you don’t have to feel that way. You just need a better plan. Call us today and we will give you that plan to reduce your tax liability and help you stop wasting your $$$$. 951-587-3789

Tax withholding is often seen as a mysterious science where it is better to err on the side of caution and not "to tamper with laws of nature that man was never meant to know!" Sensationalism aside, paying attention to and adjusting your tax withholding via the form W-4 is an important way to ensure you are not under or over withholding for taxes I can help with this!

Who Qualifies for a HSA? Anyone with a high deductible health insurance plan including self-employed persons. What qualifies as high deductible is determined yearly. You can use your money any time for qualified expenses What are the Tax Savings? Your money goes into your account before it is taxed.

Thou Shalt Not Sin? It's no secret that Washington uses the tax code to do more than just raise revenue. Lawmakers also use it to influence some of our biggest financial decisions, with tax deductions for mortgage interest to encourage homeownership, tax credits for fuel-efficient cars to encourage conservation, and "bonus depreciation" to stimulate business spending. Washington seems to believe those incentives really work. And cynics argue that the real reason we'll never ...Continue reading