Author Archives: Geoffrey

About Geoffrey

Geoff is the partner who leads Sterck Kulik O'Neill's administration and applied technology practices. He also works on tax, business development, and general accounting issues. He holds a Bachelor of Science degree in physics from Harvey Mudd College. Geoff's scientific methodology training aids him in helping clients use technology to meet their accounting and business development needs. He joined the firm in 1986.

How to Pay Less for Tax Preparation

As I work on the “paperwork” sent in by clients, I realize that we need to talk more about what a tax preparer wants — and does not need — to see. One long-term client really seems to enjoy the … Continue reading

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Sterck Kulik O’Neill Joins RINA

RINA? Who is RINA? “RINA accountancy corporation” is a regional full-service accounting and consulting firm with offices in San Francisco, Oakland and Walnut Creek, California as well as Bellingham, Washington. RINA serves closely-held businesses and their owners, high-net-worth individuals and families, … Continue reading

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Why We Won’t Open Your Attachment or Click on Your Link

Dear Geoffrey, I am attaching a PDF with my W2 information for my tax return. Dear Sterck Kulik O’Neill, Can you tell me how much it would cost for you to do my tax return. I am sending a PDF … Continue reading

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Don’t Fail to File… Even if it’s Only an Extension

Our team is working seven days a week to prepare taxes and to respond to other accounting emergencies of our existing clients. The partners want to make sure that the team is busy, but not crazed, and are now scheduling meetings … Continue reading

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2017 Opens a New Portal

Portal lets clients securely exchange sensitive information with accountants online. The portal service is free to clients of Sterck Kulik O’Neill. Continue reading

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How Trump’s Election Changes Your Tax Planning

Donald Trump has promised to drastically lower taxes next year, and with Republicans controlling Congress, he’s likely able to get some or all of the tax changes he wants passed. Most of the proposals call for individuals and businesses to pay less, … Continue reading

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Upgrading Our Technology to Serve You Better

Sterck Kulik O’Neill is moving to a cloud-based server this week to provide more better and more secure service to our clients. Continue reading

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They’re Not from the Government, and They’re Not Here to Help

Sometimes people don’t file their taxes and ignore the tax collector’s notices. To get your attention, the government will create a wildly high estimated tax bill and put a lien on your property. When we are contacted by clients who … Continue reading

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California LLC Payments

California has a confusing number of LLC payment vouchers… Here is a quick guide that we’re passing around the office. Continue reading

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Tell Me What I Did Wrong on TurboTax!

I filed my taxes at the end of January but later received another W2. I have received my federal refund already and state is scheduled for this week according to the website. In any case, I went into TurboTax to amend … Continue reading

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