Preparing your own income tax return can be a task that leaves you with more questions than answers.
According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe
they benefited from using a professional tax preparer.
Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!
Each month or quarter we'll do the following things for you:
Building and preserving your personal wealth requires specialized attention. Under our LLC, Airgead Clann, we provide the guidance necessary to construct a comprehensive financial plan that helps manage risk, plan for your future needs, and sustain the longevity and legacy of your wealth.
I received my Bachelor of Arts in Business Economics from the University of California Santa Barbara in 1977, and became a Certified Public Accountant in 1980.
Details and correct date to be added later.
In 2005 I received my Registered Investment Advisor certification.
In the summer of 2010 we created an LLC under which we now conduct our money management business. In staying with the theme of our family business and channeling our Irish roots, we chose Airgead Clann which is Gaelic for Money Family.
Your money belongs to you. Don't you ever forget that.
Quoting Arthur Godfrey can best sum up the expression of my tax philosophy:
"I am proud to be a tax paying American -- only I could be just as proud paying half the money."
"For thy sweet love remembered, such wealth brings, that then I scorn to change my place with Kings."
Jen graduated from Cal State Northridge in 2009. She joined our team as a Tax Preparer in 2014, and picked up more duties as a Bookkeeper and Office Manager early in 2015.
My daughter, Kaitlyn, graduated from Cal State Northridge University in 2008 and has worked as a tax preparer for us ever since. Her experience with tax returns and her calm demeanor keep everyone sane during tax season.
My son, Sean, graduated with Honors from UCSD in 2005 with a B.S. in Economics. He leads the efforts of our LLC in establishing and servicing financial plans for our clients. He manages all of our portfolios, trading strategies, and market research.