For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Thanksgiving Cues for Every Palmdale Person

I love Thanksgiving. I don’t love Thanksgiving. Both are equally true. A lot of it comes down to sharing a meal with our Palmdale family and friends. There’s something special about getting to gather at the dinner table and express gratitude for a roast turkey and...

Rodney Williams’s Guide to Divorce and Taxes

We’re not the only ones who can get festive this time of year. In the spirit of giving, the IRS recently released important updates for the 2024 tax year to adjust for inflation. They’re increasing the Standard Deduction — up to $29,200 for married...

Before Turning Palmdale Homes Into Short Term Rentals

The real estate market is tough in general right now. With less loans being dealt out and a shortage of homes for sale, both buyers and sellers are working hard to get what they want.And it looks like there’s a big change with how agents are paid that’s coming...

How Palmdale Givers Can Guard Against Fake Charities

There’s been an extraordinary surge of fakers this year. The explosion of AI along with more sophisticated scams can make it feel like you have to look under every rock. While Biden is enacting a presidential order to demand some accountability from the big...

Preparing for Disasters: A Guide for Palmdale Residents

Though last month was officially National Preparedness Month, it’s sad to think that just about every month these days reminds us about preparing for disasters, from hurricanes on the East Coast to wildfires in the West to tornadoes in the middle.Last year,...

How the Government Shutdown Affects Palmdale Taxpayers

This week, my staff and I are pausing to celebrate that the chapter has closed on 2022’s filing. It was probably over for you back in April, but my team just wrapped that up for some of our Palmdale clients who needed to file extensions. Of course, we’ll be...

When to Take Social Security: Tips for Palmdale People Nearing Retirement

This weekend’s events in Israel have been very difficult to take in. Seeing the violence and hearing the stories have been heartbreaking, to say the least. Our thoughts go out to the innocent Israelis and Palestinians suffering through the attacks in Gaza and other...

Premiere Tax Service’s Case for Paying Federal Income Tax

Here we are in October. I know what you’re thinking… already?! Yes, already.And with the way time seems to race by in the last few months of the year with Palmdale holiday celebrations and gift buying and all the other little tasks, you’ll be thinking the same thing...

Getting into Giving: A Palmdale Taxpayers Guide

As I’m finishing off 2022 tax filing for North of Los Angeles clients who requested extensions — if you’re in the extension crowd and haven’t talked to me about this yet, schedule something right away — it’s got me thinking about what’s coming. Let’s take a...

Combating Tipping Culture’s Impact on Palmdale Wallets

Let’s start today with a reminder.If you filed for an extension and haven’t yet submitted your 2022 taxes, the deadline for doing so is coming up quickly. Let’s get things settled before October 16:661-299-7130And beyond that, the moratorium on paying student loans is...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Learn more