For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Small Business Mentoring For Your Pasadena Business

Did you know that about 20% of small businesses fail in their first year? That’s a daunting statistic for anyone starting a new Pasadena business. And, even scarier, is the reality that companies with owners younger than 30 are even more likely to tank....

A Big IRS Update For Pasadena, TX Businesses On Using The PPP Loan Funds

Well, if you were wise, you probably saw this coming.Turns out ... if you received a PPP loan, that the expenses you pay from the proceeds of this (forgivable) loan ... are not deductible for Pasadena, TX businesses.Ouch.The IRS just released new guidance to this end...

4 Next Steps for Business Tax Return Review

This week marks the end of another tumultuous tax filing season.I can’t remember anything like it. With the last minute legislative changes, software update delays, and IRS service issues -- this very well might have been the most disrupted and difficult tax season in...

Outlining What Occurs During A Business Audit For Pasadena, TX Businesses

Our Pasadena, TX business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct bookkeeping assistance, we wear many hats on behalf of our favorite business owners.But here's...

Pasadena Businesses choosing to live out of a place of gratitude

This week is an opportunity.To comfort ourselves away from the noise of our clamoring-for-attention society with good food and (mostly?) good company ... for sure.But also, to pause. There's not many opportunities for that as a Pasadena business owner (without falling...

Sandra Tapia’s C Corp Pros and Cons

Before I dive into discussing the pros and cons of a C corp, I briefly want to touch on some other things relevant to you as a Pasadena small business owner.Recession. The threat of it hangs in the air like a midwest thunderstorm. And as you anticipate it, you...

The “Profit First” Framework for Pasadena, TX Businesses

You might have heard the term "profit first accounting" buzzing around Pasadena, TX business circles as of late.The philosophy was made popular by Mike Michalowicz and his book, Profit First. His theories have blossomed into reality for many business owners.Today, I...

My Pasadena, TX Small Business Health Quiz (Part 1)

Things are getting busier around Ye Olde Accountacy Shoppe (i.e. Sandra Tapia, CPA, PLLC) as more and more Pasadena, TX business owners are touching base to get on our calendar for the next few weeks.Will you join them?If so, great. You know how to find us. Let us...

Expense Reimbursement vs Company Credit Cards: What Pasadena Business Owners Need to Decide

If you'll forgive me, I'm going to get pretty geeky today.You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc. or using a company cc. Oh my Pasadena readers, I'm going to take you down a little rabbit hole today,...

Key Reminders For Pasadena, TX Businesses for the Last Quarter of 2019

Things certainly haven't gotten CALMER over the past week.Whether it's the rumors of recession (or worse), continued chaos in the political world (and still over a year away from elections -- yikes), increasing cultural division, or something more local, it's a mess...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!