Who will be working on my taxes?

We use a triple-check approach to ensure that your forms are as accurate as possible. A partner conducts your initial interview. A staff accountant completes the tax form preparation. Then the partner conducts a thorough review and presents results and recommendations.

How do I organize my tax documents files before sending them in?

While we will accept most formats (other than a shoebox), you may find that our Tax Organizer is the best and most efficient way to submit information and organize your files. It includes simple interview questions and, if we have the data, last year’s information.

In addition to tax preparation, what other services do you provide?

BJM can provide a complete analysis of your financial situation, providing you with valuable advice on your investment mix, asset base, and estate plans.

Will I outlive my money?

This is one of the most common questions we receive, even for the most successful clients. We provide Financial Coaching to show you how to maintain your quality of life and protect your assets for future generations.

How can I cut my taxes?

There aren’t many options with today’s IRS rules, and on April 15 there is not much you can do. Take a more proactive approach. Before you make new investments and other financial decisions, turn to BJM for advice on how to minimize tax liability.

How often should I meet with my CPA?

BJM recommends at least twice per year to plan and prepare for quarterly and annual tax filings. If you are in a more unstable situation, seek a quarterly financial review.

Year-End Fun – Accountant Style! - BJM

This time of year, the last thing you probably want to read is an article about tax prep or accounting. ‘Tis the season where we have a little spare time at the Bach, James, Mansour & Company office, so we tried to get creative with our year-end blog post. Yes, accountants do that sometimes! I hope you have as much fun reading this as we did writing it.

Top 10 things to say that will drive your accountant crazy

I asked around the office, and here are the top 10 things clients (not you, of course) told us that kept us up at night tossing and turning:

“Someone broke into my office and stole all my tax receipts.”
“I asked my friend’s accountant and he told me something different.”
“But on the IRS website I thought it said I could do this.”
April 1: “Are you guys busy yet?”
Evening of April 14: “Whew, I made it! Here’s my tax organizer.”
“Here’s something I saw on YouTube about tax preparation. Thought you’d be interested.”
“I did my taxes using TurboTax. Can you just check them over?”
“My receipts are in the shoebox marked #1.”
“I’m not lying.”
“I ran out of money paying taxes so I can’t pay you.”

Happy Holidays!

The team at Bach, James, Mansour & Company wishes you happy and safe holidays, and a prosperous 2016. Enjoy the season with your family and friends. We’ll catch up with you about taxes, HOA audits, and other fun stuff some other time.

Neal Bach, CPA