New Clients

  • By David Heinstadt
  • •
  • 19 Jun, 2019
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New Client Contact

If you are a new potential client and are interested in our services, we ask that you please give us a call on the phone (831-663-6796), first before e-mailing any attachments with your introduction. No blind e-mail with attachments will be opened and no response will be given.
By The Income Statement • July 23, 2018
The "Tax Cuts and Jobs Act" passed by congress last year will affect all taxpayers in one way (refund), or another (balance due); deductions have been reduced (some eliminated), while the tax brackets have gone down. To wrap it up in a "nut-shell"- "Higher income subject to a lower tax bracket opposed to Lower income subject to a higher tax bracket"; those with 3 or more dependent children under the age of 17 will fare the best. We will explain the changes with this year's tax prep.