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    • May 13, 2022
    • 8:43 am
    CalSavers: Deadline Reminder for Employers 6.30.2022

    The State of California now requires businesses with five or more employees to either offer an employee retirement plan or participate in the CalSavers Retirement Savings Program by June 30,…

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    • May 12, 2022
    • 12:32 pm
    CA Pass Through Entity: Payment Due June 15

    California enacted Assembly Bill 150 (“AB 150”) in late 2021 as a method for deducting state and local taxes in excess of federal deduction limitations. AB 150 allowed passthrough entities…

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  • “We do so much more than prepare your tax return; we’re here to help you meet your financial goals. The tax return is just a check to see how we did.”

    Judy Hamilton | CPA, MBA