Events

Mono County: Mammoth Lakes Business Mixer (November 13th, 4p-6p)

Get ready for tax season and meet your local business professionals at the highly anticipated Mammoth Business Mixer Professional Networking event. Whether you’re a seasoned entrepreneur, a budding startup owner, or simply curious about the world of business, this event is the perfect opportunity to make meaningful connections, gain valuable insights, and expand your network. […]

Event: KEYS to a Living Trust | Expert Discussion followed by Q&A

You’re Invited! KEYS to a Living Trust | Expert Discussion followed by Q&A. Thursday Feb. 17. REGISTER now this event will sell out. AGENDA Get ready for Keys to Living Trusts: -6:00p – Networking*-6:30p – Expert Discussion-7:00p – Audience Q&A Since our last event was such a success, we’ll be opening up to 20 seats for this group talk!  Michael Arrache […]

Town Hall | Dec. 3rd , 2018 | Year End Tax Planning and Beyond For Business Owners

2018 Tax Season Kick-Off Luncheon

News

California Appellate Court Rules Against FTB in Swart Case

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Swart case could be a small but notable victory for out-of-state…

Too many tax clients? Want to sell your tax practice?

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  Too many tax clients? Want to sell your tax practice?…

As Holidays Approach, IRS Reminds Taxpayers of Refund Delays in 2017

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  IR-2016-152, Nov. 22, 2016 WASHINGTON — As the…

New Office Artwork And Mr. Smart Tax Review!

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Special thanks to Sandra Schlink for this awesome painting…

Tax Season is Coming – Are You Ready?

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With the end of the 2016 year quickly approaching, it means that…

Economic Troubles Ahead? Clean Up, Save Up, Understand & Review

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Whether you prefer hands on investing or hiring wealth managers,…