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.

What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In Pasadena, TX

There is this show I've been watching on Netflix called Heir Hunters, and it chronicles 30 research companies in the UK who race to locate surviving heirs when someone dies without a will. The research companies get a commission if they can locate the heirs. It's a...

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

Delayed Gratification: Staying Focused to Get Ahead (Later) in Pasadena, TX

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

Bay Area Management Services, Inc.’s Tips on Turning One-Time Buyers into Repeat Customers

In your Pasadena, TX business, you're shooting for one thing whether you realize it or not: customer loyalty.Seeking out new customers is an arduous task in itself, but keeping them satisfied is another beast that you should take seriously. Why is it so important to...

The Behavior Profile of Our Pasadena, TX Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

A 12-Point Financial Health Check For Pasadena, TX Families And Individuals

We are now fully engaged in our tax "off season" here in Pasadena, TX. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

Facts About IRS Audits

With all of the chaos out there right now, the division and shouting, it's helpful to try to tune out the shouting and focus on what is actually in our sphere of productivity. One way that the IRS has decided it can be more productive is by outsourcing their...

The First Thing You Need To Do

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

Mapping Out Your Pasadena, TX Prospective Customers’ Experience

Hopefully, you aren't too locked into national news, stock market jitters, trade wars, etc. As a Pasadena, TX business owner you've gotta keep your head in your own particular game.But you must know this: with all the gloom out there, our mutual customers are looking...

Four Key Steps For Effective Customer Care By Brandon Jordan

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Pasadena, TX businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having someone...

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!