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    • Resources Library
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Tax Planning: Now More Important Than Ever

Thankfully it’s not too late to try and minimize your taxes for 2023. If you haven’t scheduled a tax planning session, now is a great time to do so. H...

Read more about Tax Planning: Now More Important Than Ever ➞

The Power of Cultivating Gratitude

It costs nothing to say thank you. Yet cultivating gratitude in your life may be one of the most rewarding moves you can make. Not only does it invoke...

Read more about The Power of Cultivating Gratitude ➞

2024 Social Security Changes

Get a sneak peak at the 2024 changes to Social Security Benefits

Read more about 2024 Social Security Changes ➞

Year-End Tax Planning Tips for Your Business

As 2023 winds down, here are some ideas to help you prepare for filing your upcoming tax return...

Read more about Year-End Tax Planning Tips for Your Business ➞

Will That Be Cash or Barter?

How swapping products and services could benefit your business

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Spend Less with These 5 Money Tips

Government data shows that record inflation from the last few years started to slow down throughout 2023, but much of the damage has already been done...

Read more about Spend Less with These 5 Money Tips ➞

From the firm: A season to reflect and get ahead

Getting a head start on your goals for next year can bring big advantages to you and your business.

Read more about From the firm: A season to reflect and get ahead ➞

Choosing your 401(k) pathway: A guide to a golden retirement

Should you manage your 401(k) as a large cohesive block or take a tiered approach?

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Retiring to a warmer climate?

We cover tax considerations for future retirees considering living in two states or two countries.

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Advance directives for healthcare: Do you need one?

Join our dive into advance directives, what they are and why you may need one.

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Getting ahead: 9 tips for personal and professional efficiency

Discover nine tips to help your efficiency skyrocket in your professional and personal life.

Read more about Getting ahead: 9 tips for personal and professional efficiency ➞

Life and living: Make-ahead holiday meals

Heat up these four family favorites to create an easy meal with a holiday feel.

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Mindflex: New Year’s prediction fun

Are you ready to deal yourself a hand in shaping 2024? Take a card and let the New Year’s fun begin!

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How to work securely with your accountant during tax season

Just a little assistance from you can ensure your accountant does their best for you.

Read more about How to work securely with your accountant during tax season ➞

How to feed a diverse group of eaters at holiday get-togethers

Curate a menu to help all your guests have a joyful and satisfying holiday feast, no matter their dietary preferences or restrictions.

Read more about How to feed a diverse group of eaters at holiday get-togethers ➞
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Bakersfield Office

3850 Riverlakes Dr
Suite E
Bakersfield, CA 93312

p:  (661) 488-7000

f:  (661) 367-9510

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