Joshua Ortego On How To Handle A Lost W2

The leftover guacamole is turning brown, Peyton Manning may or may not have ridden his last rodeo, and PuppyMonkeyBaby has surely established some kind of new standard for Super Bowl Commercial Weirdness. The NFL season is officially in the books. In my opinion, the ads were decent (and certainly cheerier than last year), the game was “ok” (especially so for … Read More

Joshua OrtegoJoshua Ortego On How To Handle A Lost W2

What To Do With An Inheritance (Or A Large Refund): 5 Tips From Joshua Ortego

Even though all the news media are telling us how HARD things are out there, there are still regular people who are quietly but quickly moving forward with their financial goals. And, sometimes, they get a little help. (For instance, you know someone who is NOT worried too much right now? The big Powerball winners from a couple weeks ago. … Read More

Joshua OrtegoWhat To Do With An Inheritance (Or A Large Refund): 5 Tips From Joshua Ortego

‘This is a Final Notice From The IRS’ Phone Scam, and Other Warnings From Joshua Ortego

For our East Coast friends — how are you enjoying/surviving #SnowZilla? Keep posting those pictures … and stay safe out there. For us, this week is actually heating up a little! The first full week of tax preparation is behind us (as of Tuesday this week), and it’s already been very busy. We have LOVED seeing old friends come through … Read More

Joshua Ortego‘This is a Final Notice From The IRS’ Phone Scam, and Other Warnings From Joshua Ortego

Joshua Ortego On Hidden Fees Behind Popular Tax Chain’s “Free” Tax Prep

This past week saw some pretty tough economic news. Retail sales numbers for 2015 were released and the results weren’t pretty. (Some commentary here: http://bloom.bg/1RwiUv5) On top of that, the stock market has been taking a dive, and Wal-Mart announced the closing of 269 stores around the world (152 in the US), and the laying off of about 10,000 US … Read More

Joshua OrtegoJoshua Ortego On Hidden Fees Behind Popular Tax Chain’s “Free” Tax Prep

Joshua Ortego’s: “What Documents Do I Need For Tax Time?”

Well, now the holidays are truly behind us, and this is the week where reality sets in for everybody. With the way the schedule worked out this year, it almost feels like we’ve been in a holiday stupor for three weeks! But this week is when life gets closer to normal. And, in my opinion, how it plays out is … Read More

Joshua OrtegoJoshua Ortego’s: “What Documents Do I Need For Tax Time?”

Joshua Ortego’s 4 Tips To Start Planning For Your Financial Goals In 2016

I woke up Monday morning, after the wonderful holiday weekend … and I had a realization: there are only THREE days left in 2015. Obvious, yes … but it carries implications for your wallet, if you are wise with these days. The VERY good news is that we’ve been able to clear out four appointment slots this week for fast-acting … Read More

Joshua OrtegoJoshua Ortego’s 4 Tips To Start Planning For Your Financial Goals In 2016

Price On The Omnibus Spending Bill And A Prayer For The Holidays

It’s Monday the 21st today, as I put this post together. We’re hard at work, digesting all of the tax provisions in the huge omnibus spending bill (http://onforb.es/1QFX5J5) that was passed on Friday. We’ll be taking a few days to break, and be with our families for some holiday time together, but as you may understand, these next few months … Read More

Joshua OrtegoPrice On The Omnibus Spending Bill And A Prayer For The Holidays

Joshua Ortego’s Four Good Reasons To Give, No Matter The Tax Deduction

I’ve finally discovered the real secret of these holidays. It is the one common thread through every faith this time of year, and it is one of the most unifying factors in our Western culture. Shopping. I say that with a good helping of eye-rolling. Whichever faith tradition you hold dear, it’s likely to have become extremely commoditized and “product-ized” … Read More

Joshua OrtegoJoshua Ortego’s Four Good Reasons To Give, No Matter The Tax Deduction

Joshua Ortego’s End Of 2015 Tax Tips

Well, communication and requests are now coming across my desk in a way that we haven’t seen for a few months, but I’ve come to expect it for this time of the year. We are in our intense “preparatory” stage for tax season AND so are our (smarter) clients. I absolutely love what I get to do … but it … Read More

Joshua OrtegoJoshua Ortego’s End Of 2015 Tax Tips

Joshua Ortego Confronts 3 More Estate Planning Myths That Might Surprise You

As is my habit, this post is being composed on Monday … and today happens to be good ol’ Cyber Monday. I say “good ol” because, well, the days are long gone when the actual rationale behind it was true: remember — everyone had dial-up at home, and Monday was the first day after the holiday weekend that most people … Read More

Joshua OrtegoJoshua Ortego Confronts 3 More Estate Planning Myths That Might Surprise You