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.

Focus Training For Folks In Pasadena, TX

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Four Non-Bank Options for Small Business Financing

When many people start a business, they do so using their own resources and funds. And there can be great wisdom to this ... retaining control, a more lucrative exit, etc.But it also puts your own personal resources on the line, and there are greater risks, as well as...

A Basic Mid-Year Tax Planning Method for Pasadena, TX Taxpayers

I had the wonderful opportunity to attend an educational conference in Tucson this past weekend, and it poured heavy rains and the weather was cooler. Because we are right in the thick of summer, it's tempting to just sit back and hit the cruise control for the next...

Pasadena, TX Businesses Should Focus Less On Sales Pitch And More On Adding Value

This summer has been rough. Our culture seems to be fraying around the edges (if not worse), and even if you are successful at staying focused on what's most important for you, your family, and your business, it's difficult not to be troubled at some level by our...

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...

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...

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...

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...

Three Key Reasons You Should Consider Offering Unlimited PTO For Your Pasadena, TX Company

That old adage isn't actually accurate. In my line of work, I'm learning something that it would behoove you to also understand:Time is actually worth more than money.So many Pasadena, TX businesses have internalized this reality, and have built huge enterprises...

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...

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!