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.

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...

A Guide to Paycheck Protection Program Loans for Pasadena, TX Businesses

This is a very important message, and I'd like you to read it carefully.Here at Team Bay Area Management Services, Inc., we have been walking closely with our Pasadena, TX business owner clients (and many, many new business owners who have been reaching out) to cut...

Four Keys to Achieving Financial Freedom by Brandon Jordan

Four Keys to Achieving Financial Freedom by Brandon Jordan "You will never do anything in this world without courage. It is the greatest quality of the mind next to honor." -James Allen Often, as we strive to keep our heads above water in these culturally crazy times,...

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...

A Big IRS Update For Pasadena, TX Businesses On Using The PPP Loan Funds

Well, if you were wise, you probably saw this coming.Turns out ... if you received a PPP loan, that the expenses you pay from the proceeds of this (forgivable) loan ... are not deductible for Pasadena, TX businesses.Ouch.The IRS just released new guidance to this end...

How Bay Area Management Services, Inc. Plans to Make 2020 Our Best Year Ever

By the time you actually get to reading this, there is a very good chance that you're reading a voice from the last decade. 🙂 I make it a practice to prepare my posts to Pasadena, TX clients and friends a few days in advance, and RIGHT NOW, it is still 2019.But 2020...

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...

Training Your Heart For Good Financial Stewardship In Pasadena, TX

Working with my Pasadena, TX clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think that we...

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...

The Cares Act, Pasadena, TX Business Owners, And Student Loan Repayment

2021 is hurtling at us, isn't it? May it ever come sooner.Well, except for this part:I'm here to remind you that while we can (and, often, do) do wonders with "after the fact" tax return information, the best work we can do for you and your Pasadena, TX business is 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!