Anaheim Business Service

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Mark is both an Enrolled Agent and Certified Financial Planner with over 37 years of experience in planning and preparing tax returns and helping clients with financial planning.

Your IRA Contribution Options For over 35 years, individuals have been able to set up personal retirement plans called individual retirement accounts (IRAs). Nearly everyone who receives “compensation,” either as an employee or as a self-employed individual, can contribute to an IRA. You can choose from a variety of different types; some give you a tax deduction,while others don’t. This brochure highlights in general terms the IRA options available under current law and points out some of the advantages of each.

Dear Valued Client, This edition of our client newsletter includes an update on the tax consequences of the Affordable Care Act, important Foreign bank disclosure changes, tax facts on summer child care expenses and much more. Our goal is to provide you an unparalleled level of client service. If you see something that you want to talk about, please contact us to explore the possibilities. We rely on satisfied clients as the primary source of new business, and your referrals are both welcomed and most sincerely appreciated!

What others have to say about your products or company is a key influence on what they buy. A recommendation from a friend or colleague is something people trust, not to mention that research shows it is much more effective than traditional advertising.

Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often. Every month, we provide information on how to better use QuickBooks. By implementing the best methods for managing your accounting data, you can actually improve your financial bottom line.

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