How much to stash toward retirement? Wise answer: as much as you can, though at least this amount... read.bi/2lUzneU

Think back to those teen years--how you handled income. How would you do differently knowing what you know ? read.bi/2lUuSRs

Tax Deadline Notice: If you got $20 or more from tips in Feb, be sure to report them to your employer by today (Mar 10th).

"You can't escape the responsibility of tomorrow by avoiding it today..." -Abraham Lincoln [Now scheduling tax appts. :D ]

We're hitting a stride around here, meeting a bunch of new clients & meeting with longtime ones for what feels like a reunion.

We're extremely busy, but we've put aside some times for friends and family of our clients. Feel free to send them this direction!

Trying out a little question/answer today... anyone have a good tax question they've been curious about?

Likely many of you can relate to how this writer didn't (and eventually did) have his estate plan nyti.ms/2nEXEXu

As always, let us know if you have any urgent tax issues or Qs! We *love* serving YOU! (415) 294-1040

Countless thanks to those clients who have written notes of thanks for our services! Thanks for sending the tax love! :)

When you owe the IRS over $10K ... please send us an email, and we can get started on settling that problem for you.

Younger adults surprisingly have large medical debt. Here is some advice to handle it, for young and old: nyti.ms/2nEVSpq

A Monday Quote for the Day: "Don't watch the clock; do what it does. Keep going." S. Levenson [Do we get a choice? :)]

Build the life you want, and the time will follow. Put your priorities into your schedule first. bit.ly/2nEXpeZ

You may contribute to an IRA up until April 18 and also count it on 2016 taxes (or 2017 if you like).

This headline is funny. As for the article itself... do you need a fat refund or a fatter paycheck? bit.ly/2nFBswF

This type of thought is a good direction, considering the financial challenge of auto ownership for many. wapo.st/2nn49Bj

So, the calendars said this is the first week of spring! Can anybody see the difference in the weather yet? ;-)

We strongly recommend consulting a professional to project what you truly need to retire (responsibly) ti.me/2nRAYEp

With only 1 month remaining this tax season, we are very busy but still making appointments. Call us soon: (415) 294-1040