Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

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FinCEN 114 (FBAR) – Foreign Bank Account Reporting
International Clients and Non-Residents
Graduate Student Tax Returns
Trusts and Estates
XERO Accounting
Acceptance Agent (for ITINs)

Thanksgiving Cues for Every Santa Cruz County 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 Santa Cruz County family and friends. There’s something special about getting to gather at the dinner table and express gratitude for a roast...

Philip Hebner, CPA, EA’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 Santa Cruz County 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 Santa Cruz County 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 Santa Cruz County 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 Santa Cruz County 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 Santa Cruz County clients who needed to file extensions. Of course, we’ll...

When to Take Social Security: Tips for Santa Cruz County 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...

Philip B. Hebner, CPA, EA’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 Santa Cruz County holiday celebrations and gift buying and all the other little tasks, you’ll be thinking the...

Getting into Giving: A Santa Cruz County Taxpayers Guide

As I’m finishing off 2022 tax filing for San Jose 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 look.1099-K for you...

Combating Tipping Culture’s Impact on Santa Cruz County 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:calendly.com/phil-cpa-eaAnd beyond that, the moratorium on paying...