Extra Time Granted to County Taxpayers


Additional time to file has been granted to all who live in the affected areas even if you weren't personally affected. All government filings (1099, W2, Individual & Business tax returns) are being excused without penalty until April 30, 2018. This includes 2017 individual income tax returns … [Read more...]


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We welcome you to our New Location starting FEBRUARY 1, 2018  1414 E. Thousand Oaks Blvd. #101, Thousand Oaks, CA 91362 New Address Only, Phones and Email remain the same PHONE (805) 495-4211     FAX (805) 374-6781   GETTING YOUR TAX DOCUMENTS READY   You can make Tax Time … [Read more...]


I'll be speaking for the Moving Seniors Forward informational series presentation on Thursday evening October 19th 6pm at the Janss Marketplace in Thousand Oaks. Come join me to hear this great information and enjoy the food and entertainment. Let me know if you can come! Hope to see you there! … [Read more...]

Organizing Your Tax Documents

GETTING YOUR TAX DOCUMENTS READY   You can make Tax Time easier with an early start. Maximize your deductions with planning and organization. By gathering your records as they arrive, you can make this a simple process allowing you to prepare your returns and receive your refunds … [Read more...]

Year End Tax Saving Tips


Year End Tax Saving Tips As the year comes to a close, there are several tax saving strategies that could possibly help save you money when you prepare your tax return. Please note that these tax saving strategies will not apply to everyone and there are many other options not listed in this … [Read more...]