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What The IRS “Has”
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We’ll Cut Through the Red Tape to Get Your IRS File.

You would be surprised to see what information the IRS keeps on file about you. Of course, gaining access to that file and then interpreting that information is best left to a professional who understands the system. There is no need, after all, to raise any red flags through your requests.

We can get a copy of your IRS file and help you determine how that file might help you resolve any current tax problems.

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Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

New FinCEN Reporting Requirements for San Francisco Bay Area Businesses (Part 2)

Memorial Day doesn’t always mean rest for the small business owner — depending on what kind of industry you’re in.There’s often a lot of hustle around national holidays (special promotions, big sales, holiday weekend shopping). And debt ceiling deals to make,...
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Navigating Bank Failures in Your San Francisco Bay Area Business Right Now

Memorial Day was this week. The unofficial start of summer.I like to remember that when things are unpredictable and even a bit hairy (like a shifty economy, bank failures, debt ceiling crisis), normal life still goes on. People will still prep their grills....
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How the Bank Crisis Affects San Francisco Bay Area Business Owners

Now, I know that I recently started talking about the new FinCEN reporting requirement and promised a part two… which I’ll absolutely get to in an upcoming blog.But this time I wanted to take the opportunity to speak about the banking “crisis” that has a lot of San...
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Patti ONeill and Gale Bergado’s Best Practices for Terminating an Employee

Yes, another interest rate took place this week.Since March 2022, there have been NINE such increases to interest rates all in an effort to deter a recession, which the Fed is still optimistic about being able to do (even though most of the economic recession...
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Keeping Tax Records: San Francisco Bay Area Small Biz Edition

If you’re doing the books, juggling the hiring, navigating supply problems, delivering work to clients, and thinking about big-picture items for the year … you might be a small business owner.If you’ve got a lot on your mind and more gets added daily? You might be a...
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Leadership Development in Your San Francisco Bay Area Business

 Unless you’ve been living in a cave like this woman, you know that business ownership is a tough gig right now — it’s nearly an Olympic sport to keep things running and moving ahead. But, despite all that, being a business owner is also pretty great....
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Making a Plan to Reskill and Upskill Your Staff

Well, here we are — just like that, we find ourselves already a quarter of the way through 2023. While people all across San Francisco Bay Area are breaking out the deep cleaning sprays and scrub brushes to get a little springtime sparkle, you might want to be...
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Prioritizing Employee Wellness in Your San Francisco Bay Area Business

It’s a bit of a dog-eat-dog world for businesses these days. (Feel that sentiment in your bones?)Inflation is pervasive. Supply chain issues still have you jumping through hoops to get products. The hunt continues for good help… proving the adage. Covid-era debts now...
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What San Francisco Bay Area Employers Should Know About Employee Satisfaction

It happened: Silicon Valley Bank sold. Well, at least part of it. The bank’s deposits, loans, and 17 branches — scheduled to reopen today — were snagged by First Citizens BancShares, a Raleigh-based bank. (About $90 billion of assets still remain with the Federal...
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The Why & How of Business Referrals for San Francisco Bay Area Owners

Firstly, before I jump into what business referrals could mean for your San Francisco Bay Area business, I wanted you to see this.You may have already heard me talk about this … but the explosion of shady flim-flammers gaming the Employee Retention Credit and...
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