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  • What We Do
  • Who We Are
  • Who We Serve
    • Service-Based Businesses
    • Healthcare
    • People
    • Construction
    • Hospitality
    • Real Estate
  • Resources
    • Resources Library
    • Advantage Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
    • Blog
    • Testimonials
    • Podcasts
Get In Touch

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It's Tax Time! Tips to Get Organized

The beginning of a new year brings the need to recap the previous one for Uncle Sam. Here are some tips and a checklist to help get you organized.

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Alternative Ideas to New Year's Resolutions

It’s that time again when everyone has high hopes for how they are going to better themselves during the new year. The traditional way many people set...

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Correcting Common Financial Mistakes

When a not-so-nice financial event hits, don’t let it take you down. Here are some common miscues and steps to remedy each situation:

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Keys to Keeping Great Business Records

Your bookkeeping system is the financial heart and lifeblood of your business. When set up and operating properly, your books help you make smart deci...

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From the firm: Building a solid financial foundation

Begin the new year on a solid foundation with our thoughtful tips and strategies.

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Tax season readiness

Tax season can be a hectic time of year, but these five tips will help you prepare and stay stress-free.

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Know your numbers

The first article in our Financial Foundations series; learn the seven financial indicators to track the health of your business.

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Income tax in the age of inflation

Discover how inflation and changes to the tax code will affect both your personal and business taxes in 2023.

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New challenges, new choices

If you're feeling restless in your current position, we share the top six signs that you’re ready to make a change.

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Life and living: Gear to get you going

Stay energized all day with these top gadgets and methods for getting out of bed. You might even become a morning person.

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Mind flex: Roses are red, violets are blue

Show your loved ones how much you care during the season of love—and beyond—with our cute vintage-inspired valentines.

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Keeping it clean

Simplify tax time and keep your small business healthy by maintaining good records all year long.

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How to unbreak your New Year's resolutions

Is there a way to increase your chances of emerging victorious from resolution season? Absolutely—by keeping some of these tips in mind.

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Identity Thieves Love Tax Season

The vast amount of information shared online during tax season makes it a haven for identity thieves, and they're doing everything they can to take ad...

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Fork in the Road: Repair or Replace Your Vehicle

Deciding whether to put more money into an aging car or to replace it with a new or used vehicle is rarely a simple decision. Plus skyrocketing vehicl...

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Contact Us

Bakersfield Office

3850 Riverlakes Dr
Suite E
Bakersfield, CA 93312

p:  (661) 488-7000

f:  (661) 367-9510

e: 

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