The tax year is almost gone...so, get ready!

OREM Sounthern California

No, my friends and followers, I am not dead yet and I am here to stay, so for the ones that were already celebrating, I tell you I fell great and almost 100% recovered. Thank you for your emails and messages from all over the world. I really appreciate them.

It is November and as we are getting closer and closer to the New Year, I cannot think of a better idea than to start to get ready for Tax season, individuals, companies, individuals with businesses, etc.

OREM Southern California Website

Usually I came across people that have a complicated organization system, mainly because they don’t have any, bookkeeping should not be that difficult, it should only record what is important for your tax preparation nothing else.



OREM Northern California



Some people ask me how to get organize; it is not difficult at all. If you are just starting, you have so many choices nowadays; from the simplest excel spreadsheet to the more elaborated accounting software.



If you are in a small business or thinking to start one, I suggest to record your income and expense with excel every month, and also save your receipts and invoices in order just in case you need to get to it.

OREM Northern California Website

However,  if you want to be a bit more organized than that, I suggest getting any of those accounting software at the local electronics store. I have used QuickBooks, Peachtree, and those are not expensive nor difficult to use at all, I remember paying like $80.00 for my very first accounting software, and the cool part of it is that not only you can record all your transactions on it but also you can scan your invoices and attach them into the software, so you always will have access to your invoices and when you are done in the year, it will give you a nice and well organized Financial Statement that will ease a lot your income tax filing, and will keep all  your expenses in track.

OREM Arizona



OREM Arizona

What I have discovered as well is the fact that these financial statements also help you to point out the unnecessary expenses so you can avoid them in the future.

So, please do not wait until the last minute to have all your tax forms ready, all your income and expenses ready for the business owners.

2012 tax season is over, and I’m glad, and I’m still recovering from it...

Oh yes! 2012 tax season is over, and I’m glad, and I’m still recovering from it.

This last tax season was huge for our OREM organization, we had grown a lot this year from having clients spread all over Los Angeles and been just 3 tax accountants,… we went to have 15 tax accountants in Los Angeles, 8 tax accountants in northern California, 4 in the Phoenix area, 2 in Las Vegas, 1 in Texas, 1 New Mexico, etc.

We also had grown our client base over 110 (more than doubled from last year), and I won’t mention the revenue grown because it won’t be polite with our readers, especially with this economy.

I’m glad to mention that up to this day our variety of services had grown to multiple areas in 4 different categories.

We have big announcements in the next few months that will shock our readers, stay tuned.

We are still working on the last adjustments for the past tax season, while we prepare for the new challenges for 2013.

This year 2012 I came across some really talented individuals that just thrive at what they do, and what surprises me the most is the fact that these are people that just started on this business, and yes, and I’m also proud to be the one who trained them and they succeed.

And no, nobody got the new direction from us...

I would like to share the success histories of some of the tax accountants in the next issue, what they think, how they see it and how they tackle life.

By any means I think this is it, we still have plenty of room for grown everywhere, and who never knows in 3 or 5 year I can say we are over 200 or 300 individuals working at this organization with thousands and thousands of clients in every single state.

All of this happened by just having an idea a few years ago, and by trying.

I would say that never under estimate the concept of copy and make it better than your competitors, it works wonders.

I would like to thank to every single individual of our organization that made all of this possible today, I’m so proud of everybody, and I’m so glad we reached our goals for 2012.

Not everybody was able to meet their quote for 2012, but it is not something that has to make us feel down or sad, in the other hand it is something that has to make us improve our weak points, to improve what we did not do, or to just improve in our methods and systems.

And for the ones that just excelled this year congratulations, I have some bright new comers that in their first year reached 4, 8, 10 clients this 2012.

Some had told me that this is not enough, that they could have done better. To all of you let me tell you that back in the time, when I past my state test and obtained my California license, I got 2 clients, and they were not paid clients, so embrace this clients that are paying clients, and who knows some day after a few years you can also count over 100 clients.

Thank you all for you time and effort put in to building our organization.