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.

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...

Six Common Ways Pasadena, TX Taxpayers Receive IRS Audits

With the tax deadline bearing down on us, I thought I'd touch base today, to give you some thoughts on what could get you into hot water THIS tax season. And, well, really any tax season. Now ... sometimes, Pasadena, TX clients come to us from other Pasadena, TX...

Brandon Jordan’s Keys For Empowering Your Employees For Advancement

You can either train your Pasadena, TX employees and risk that they leave ... or choose not to train them and risk that they stay.Think about that for a moment.Are you empowering your employees for growth? Does your leadership team (which might be just you) brainstorm...

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...

Three Overlooked Ways To Control Costs In Your Pasadena, TX Business

I don't know about you, but my Facebook newsfeed is FILLED with so-called experts slinging around big revenue numbers in their business to grab my attention, and get me to sign up for their stuff.But, see ... I'm an accountant.And I know the truth: Revenue means...

Tracking Your Key Business Metrics For Your Pasadena, TX Company

Oh, you thought that since March Madness is over that I wouldn't shoehorn another metaphor? You thought wrongly.I'm here with some ideas for how you and your Pasadena, TX business should be "keeping score" today. (See what I did there? ... um ... because in sports you...

The Advantage a C Corporation Holds for Pasadena, TX Businesses

Now that 2018 extended returns for businesses are truly put to bed now, we can turn our gimlet eye on 2019.And one thing that might be worth discussing is your operating entity.A quick rundown on business structures is never bad, ESPECIALLY when tax laws change and...

Have You Been Thinking Too Small For Your Pasadena, TX Business In 2019?

Yes, I'm talking about the US Women's National Team's second half in Lyon on Sunday, defeating the Dutch with a strong second half and bringing home their 4th World Cup Championship.And no, I'm NOT talking about the US Men's National Team's second half in Chicago...

Brandon Jordan’s Tax Extension Breakdown

It's the final full week of tax season, and our office in Pasadena, TX is hopping! But yes, I'm still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right...

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...

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!