TOOLS,WORKSHEETS, AND INFORMATION


Monthly Budget Worksheet


Two-year balance sheet1.htm

Bookkeeping Assistance for Self-Managed Homeowners Associations


Homeowners Associations have unique tax, bookkeeping, and fidiciary needs. In California, "HOA's" are regulated by the State of California under the requirements of the Davis-Stirling Act. Small associations, under twenty units, often do not have the resources to hire a managment company but do wish help with basic bookkeeping chores. Contact us for more information on these services.


How Can I Reduce My Taxes?

A frequent question I am asked is "How can I reduce my taxes?" My answer,


  • 1. There is no magic wand. Taxes are dictated by a complex set of rules.
  • 2. You must either invest cash in yourself, buy a house, put money into a retirement plan, invest in equipment for your       business, etc. or you pay taxes.Either way the cash has to go.
  • 3. Find out the tax ramifications of a transaction before you conclude the transaction.
  • 4.Take a look at your situtaion before the end of the year.

    View a short power point presentation which gives some tips on reducing taxes.


    Top Ten Ways to Manage and Slash Your Taxes


    TAX SEASON 2009 2009 Tax Organizer.pdf
    Emochila: CPA Websites
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