For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Brandon Jordan’s Annual Holiday Prayer

In this holiday season full of conflict and impeachment, I'm ever more encouraged to see outside of my own situation, and practice empathy for those around me.And as the years go along, I'm increasingly aware of how this holiday season is a time of joy for many, as...

The Joys Of Providing Professional Tax Services To Pasadena, TX

Well, our primary work for this tax season in Pasadena, TX has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in Pasadena, TX, we make it a point to do a bit more than simply "fill out forms" on your...

How to Eliminate Workplace Gossip in Pasadena, TX Businesses

I'm going to step away from tax land today, and put on my business coaching hat.But don't get me wrong -- we are diligently working through many of our Pasadena, TX business owner client files and getting a significant thrill from being able to help so many of our...

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...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Pasadena, TX small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural chaos...

Outlining What Occurs During A Business Audit For Pasadena, TX Businesses

Our Pasadena, TX business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct bookkeeping assistance, we wear many hats on behalf of our favorite business owners.But here's...

The TCJA And What It Means For Your Pasadena, TX Business

Usually, in the week following the Super Bowl, I do a fun rundown on the various advertisements -- at least a short one. But this was an unusual year. Because unless you are a Patriots fan, everything about that game experience was boring, including the...

How To Manage Money For Pasadena, TX Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Marketing Tactics that Lead to Business Growth, by Brandon Jordan

Here we are in June (!), and I'll open this here with a reminder to many of my business owner friends (because most of you have to deal with this): estimated taxes for the second quarter are due June 15th.This one always feels as if it came a little quick (two-month...

Evaluating Your Pasadena, TX Company’s Marketing ROI

I put a lot of effort into going beyond being a simple tax/accounting advisor for my Pasadena, TX clients, and I'm grateful to those who send back comments, who forward these on to their associates and, of course, for the many referrals that my clients and contacts...

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!