Make the Switch to Ursula Garrett And You’ll Receive A Complimentary Tax Planning Session

tax planning session

Look — I know how hard it is to move from one tax professional in Inland Empire to another. Which is why I would like to take a minute here to address those who haven’t yet made the decision to use our services. After all, we’ve helped many Inland Empire business owners “make the switch” over to us, year after … Read More

Ursula GarrettMake the Switch to Ursula Garrett And You’ll Receive A Complimentary Tax Planning Session

Dealing With Angry Customers: A Plan For Inland Empire Business Owners

Dealing With Angry Customers

As I have been saying to some of my personal tax preparation clients in Inland Empire, I’m not sure that there is very much that I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something like this happens, we grieve for shorter and shorter amounts of … Read More

Ursula GarrettDealing With Angry Customers: A Plan For Inland Empire Business Owners

An Inland Empire Business Owner’s Simple Plan For Dealing With Angry Customers

angry customers

Even in the middle of the intensity of the busy tax filing season in Inland Empire, we occasionally become the target for somebody’s frustration. Over the years, and especially when things are busy and stressful, we’ve had to learn about how to best handle matters when a Inland Empire client is becoming (for some reason or another) very upset. Again, … Read More

Ursula GarrettAn Inland Empire Business Owner’s Simple Plan For Dealing With Angry Customers

Special Business Knowledge And Inland Empire Business Success

business knowledge

Yes, there’s plenty to say about that Super Bowl, the advertisements (apparently, they’re all Tide ads), the halftime show, etc. But I’ll let others weigh in there. I’m a tax professional after all. Congratulations Eagles fans, etc. Here at Garrett & Associates, CPA, we’re already playing in our little Super Bowl: tax season. And it’s been a relatively smooth one … Read More

Ursula GarrettSpecial Business Knowledge And Inland Empire Business Success

Ursula Garrett’s 2017 Tax Document Checklist

tax document checklist

Yes, the calendar reads 2018, but the IRS of course, is living in the past. As you probably know, we are now beginning the process of doing something we’re pretty good at: effectively, legally, and ethically reporting our Inland Empire clients’ business financial doings to the government for maximum savings — i.e., tax return preparation. In fact, this week, the IRS opened its virtual … Read More

Ursula GarrettUrsula Garrett’s 2017 Tax Document Checklist

The Most Important Factor in Inland Empire Small Business Valuation

small business valuation

I’ve heard from many of my Inland Empire business owner contacts over these last few months, thanking me for the notes that we put together, sending thoughts and questions — and letting me know that they’ve sent their friends to see us for their business and family tax needs. THANK YOU! With “busy season” right around the corner, this means … Read More

Ursula GarrettThe Most Important Factor in Inland Empire Small Business Valuation

Three More Questions To Consider in 2018 For Your Inland Empire Small Business Plan

small business plan

We are in that “calm before the storm” period before busy season begins in earnest for us, and it’s a great time for us — and for you, in my opinion — to take stock. As we prepare for the increased activity and communication level that always comes this time of year, we also take the opportunity to evaluate our … Read More

Ursula GarrettThree More Questions To Consider in 2018 For Your Inland Empire Small Business Plan

3 Important Questions For Inland Empire Small Business Owners To Answer In 2018

business questions

Now that we are into the first full work week of 2018, how are you feeling about your direction? We’re here, and we’re in your corner. I’d love a note from you about what you are hoping to accomplish during this year, and how we can be a resource to you as you do. As you no doubt know, we do … Read More

Ursula Garrett3 Important Questions For Inland Empire Small Business Owners To Answer In 2018

Key Performance Indicators (KPI’s) for Your Inland Empire Business Work Goals in 2018

work goals

Happy New Year! It’s time to turn the page… If you’ve been paying attention, I’ve been diving pretty deep into the new tax regime under which we are NOW operating. What will be interesting to see is the *actual* technical guidance from the IRS about all of these changes, as well as the “technical corrections” that will inevitably come (these are par … Read More

Ursula GarrettKey Performance Indicators (KPI’s) for Your Inland Empire Business Work Goals in 2018

2017 Year-End Tax Strategies for Inland Empire Business Owners With Tax Reform In Mind

Tax Strategies

The holidays are funny for Inland Empire business owners. And, I must tell you, especially so for tax professionals like me. Every year, Congress delivers updates to the tax code, seemingly at the very last minute, so my staff and I are often working over the holidays when others are not. But you get this, I imagine. There are unique … Read More

Ursula Garrett2017 Year-End Tax Strategies for Inland Empire Business Owners With Tax Reform In Mind