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Today’s topic has the benefit of ensuring your Bay Area "financial fortress" is as airtight as it can possibly be, which has its own advantages. Ah, the wonders of financial documentation... Effective Financial Documentation Strategies For Bay Area Taxpayers "You get...

For many Bay Area individuals, families, and businesses, it can seem that the government has simply been throwing money around and not paying attention to what is done with it, or collecting what is due. But if you believe that the IRS won't come hunting for ways to...

The unfortunate reality is that if you have an unfiled tax return -- even if you don't owe any taxes that year -- there can be problems. And, that is obviously the case if you do happen to owe taxes. Not only can the federal government stir up trouble for you, but...

As the old joke goes, the only two guarantees in life are death and taxes. In these updates, I obviously spend a lot of time talking about taxes. But the other part of that axiom is a subject that most people don’t want to talk about, let alone actively plan for. But...

Every year, the IRS charges tax debtors a boatload of penalties (and it's enough to have you screaming for penalty relief). Just how much? If you’re a Bay Area resident and you owe taxes, you should definitely take a look... To put this in perspective, the IRS budget...

Stress. Anxiety. Unease. Worry. And a pinch of aggravation just to round it all out. No, I'm not talking about the next federal tax deadline. Or am I? For millions of Americans every year, the tax filing deadline points to a much bigger issue. An issue so pervasive...

These days, it seems like everybody and their uncle has a “side hustle.” From delivering for Uber Eats and Instacart to selling crafts on Etsy to teaching English online to renting out your front yard for dog parties on Sniffspot (yes, this is a real thing), there...