Category Archives: Financial Success Tips

eFiling with the IRS is Unavailable

Not Good for Tax Deadline Day! At 8:46 EDT on April 17, 2018 the IRS sent out an alert announcing their eFile systems are down. They ask that software providers not send any returns nor try to receive acknowledgements from … Continue reading

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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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Perceived Indifference Disease

A neighborhood restaurant we went to nearly every week for several years got a new partner, a long-time bar tender who bought into the business. We’d been spending at least $5,000 a year there, going mostly on their slower nights. … Continue reading

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Does a CPA Firm Go Crazy During Tax Season?

Income tax preparation is a large piece of work for many public accounting firms, including ours.  Most of the clients whose businesses we help throughout the year ask us to file their personal and business returns, and some clients engage … Continue reading

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Why People Like Visiting Accountants As Much As Seeing Their Dentist

As we started talking to a business owner about growing his business earlier this month, he was surprised that I was interested and skilled in helping him re-engineer his operations.  The conversation reminded me about the limited things most people … Continue reading

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What to do About the Bank of America’s New Debit Card Charge

The Bank of America says that in 2012 it is going to start charging $60 a year if people want to use their debit cards for purchases. What should you do? The answer is easy: don’t use a debit card … Continue reading

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