OREM cool clients in Phoenix Arizona...

OREM the pillar for your business

As of March 1, 2013 my company  has  surpassed  itself as of total number of clients helped from 2012, in less of a month of the tax season that started late this 2013, we have still another month and half before this tax season ends. This is an achievement and a major milestone for OREM accounting.

We had helped clients from all places and economic backgrounds. We help all clients that are in need of income tax services, accounting services and IRS representation as well.

Often   at   times   people   are   asking me,   “ Enrique   how   do   you meet these cool people”?  I simply go everywhere I can with an open mind attitude and ask questions     about what I find interesting and amazing, that is all.  

This year we have clients from multiple states as we did in 2012. I recently visited some of our clients in Arizona. I want to share with you how cool and interesting they are.

www.roadrunnerbicycleengines.com

The first cool client is David Molinar, an architect and entrepreneur from ASU Arizona state university. I met David through social media a couple of years ago. I finely met David in my last visit to Phoenix. David not only is interesting but fun to talk too. His company is Road Runner Bicycle engines LLC. His company sales engine kits for bicycles. The idea is so interesting, and with this economy anyone can save a lot of time and money by using a bicycle with an engine to commute. His company is based in Phoenix Arizona.

We spent an afternoon talking about a whole lot of subjects and possibilities for this bicycle Engines Company; as a California resident I was a bit concerned about the engine itself and the California DMV. However, later I  recall that people   with those engine scooters have ride  those types of bikes. The best part of it is that these engines are a lot more affordable than I previously thought.

There is a lot more about David you should know, and what best ways to find out than having David telling us himself.

What best way to enjoy our conversation than tuning up to it.

David’s Video interview

Road runner bicycle engines website



Signature please,  need a drink?

 The second cool client is Derek Paiseka, a designer from the University of Illinois in Chicago; he is based in Phoenix Arizona. Derek is an interesting and fun character that I have  come across a few years ago from social media and quickly became friends almost overnight.

What Derek and I have in common is the property management background, one night a few months ago we got together and talked about all those property management horror histories with Robert and some of his building residents, that was awesome.





To begging with the place that he lives was transformed by him into a hip place a few years ago. If you happen to be in Phoenix you should stop by and take a look to his place. I have  seen some pictures of the cool terrace he has developed in his second floor, this is place that I wanted to see for a few years but there is always some reason to not be able to see it.

There is l always something cool and interesting over Derek’s sleeve, and this time was not the exception, he is working in something that soon will amuse us. I cannot talk about it but we will all be surprised.

You can take a look at Derek’s work at his website.

I know, some of you are waiting to see Derek in one of my videos, some of you had asked for it last time I talked about him. Just be patience, it will happen.

At times   people are asking me, “Enrique, how can I become someone like your cool clients?” I would say there are some basic steps that you need to follow through, first stay current with your personal finances, second stay current with your tax filing, third follow your passion, follow what you like to do the most and persevere, keep on working on it even if you make no money out of it. You can work on your passion even if you do not make any money then you already have 80% of the battle won because nobody will keep on competing with somebody who is willing to work for free, eventually your competitors will be out of business or you will be one few last standing on business. I personally believe the last one is the most important of all.

If you want to be coached one on one, fell free to contact me by email any time.

Introducing OREM Accounting Tax Arizona - Phoenix

Hi everybody, I am so proud to announce OREM Accounting Taxation Representation LLC has officially stepped in Arizona State, let me introduce OREM Accounting Tax Arizona, and also my team members who will be helping us to take care of all your Income tax and Business needs this 2012 tax season.

OREM Accounting Tax Arizona Website                               Enrique introduces OREM Arizona video

Services for 2012 in Arizona:

Electronic filing: The easiest and fastest way to file your federal and state income taxes.

Rapid refund services: Your tax refund in just three to ten days instead of 4-8 weeks available for Federal and State.

Rapid refund with check: You will get your tax refund in just three to ten business days. No more waiting weeks or months to get your refund money. Due to popular demand we have rapid refund services for all of our loyal and also for our new clients.

Rapid refund with debit card: You will get your tax refund in just three to ten business days. This product service is specially designed for those individuals who rather not to have a bank account (due to Tax liens, unpaid debt, collections, unpaid credit cards, unpaid child support, etc) Whatever is your financial situation, we can help with your income tax refund needs.


Rapid refund with direct deposit in checking account: You will get your tax refund in just three to ten business days. We offer rapid refund with direct deposit in to your personal or business checking account. This product service is really helpful for those individuals with busy schedules that travel a lot, or just do not want to come back to their tax accountant office to pick up a check. For whatever reason you have, direct deposit in your checking account can be the tax refund product you are looking for.

Business Solutions for small businesses: Here we’ll help you with: How do I start a business? What do I need to start a business? Do I need a website? Could you build my website? How do I analyze my target market? And much more…

OREM Business Solutions

I am also proud to introduce my OREM team members. All our team members are licensed by CTEC (the state of California) and the IRS.  Feel free to inquire about our services to any of our team members.

Shawn White (Scottsdale, AZ) Shawn has experience working as an Executive assistant, office manager and customer’s service representative. Not only administrative but also accounting experience. She has exceptional customer’s service skills. Shawn will be graduating with an Associate’s Degree in Accounting next year.

Shawn’s introductory Video

Josue Tinoco IRS P1847163 (Meza, AZ) Josue has worked as a credit analyst. He has managed and analyzed portfolios for over $12 M. Josue has a Bachelors of Science in Accounting from the ASU. Josue will be completing his Master of Accountancy next year. (Josue habla espanol)

Josue’s introductory video

Thu Nguyen IRS P1528330 (Phoenix, AZ) Thu is a college graduate with a major in accounting and finance. She has experience with federal income tax for individuals and businesses. Thu had worked as a volunteer tax preparer in the VITA tax program, and she also had online training and was certified by the IRS

Thu’s introductory video

Barbara Russell (Glendale, AZ) Barbara has experience working as an Administrative assistant in Real Estate, office manager and customer’s service representative. Not only administrative but also Tax accounting experience. She has exceptional customer’s service skills.

Barbara's introductory video

*** If you want to be part of our Amazing team, feel free to email us, tell us about yourself. Free training available for daring individuals in AZ***

Interview with the tax preparer

Tax season is coming to an end, and for all of you that likes the rush of waiting for the last minute, I say… DO NOT WAIT THE LAST MINUTE. The more you delay it, the more difficult it is for your tax professional to do a proper allocation of your tax breaks.

For me, it’s been a good year, I can’t complaint, the vast majority of my clients came back for more, and I also got a whole lot of new clients as well.

What makes me enjoy this Tax Preparation Business is the fact that I can help a lot of people with their income taxes, I also like the fact that I can help my clients with their tax planning, achieve their dreams, start their own businesses, etc.

I always just hate when some people use sleazy quotes like “ I enjoy helping people”, “I like making a difference”, etc., but in my case I truly can say “I do”, and I don’t  want any guy (or girl) somewhere is thinking the same way about me.

I know also that I’ve delayed this mid-month issue a little bit, this is the best tax season for me, which is a really good reason for the delay, and I have a surprise for you. I hope you like it as much and I enjoyed doing it.

I have a good friend, Isaias Castaneda attending filming school at LMU in “Marina del Rey”, he asked me to help him with a project for the college cable channel…. So here you have it.

You can watch the full interview by clicking here

How did I become a tax advisor ?...

Long, long time ago when I was totally lost about my taxes (like you), I basically just waked into the first place I spotted as “tax preparation," and sat down, made myself comfortable and gave all my W-2 forms to that girl inside that little cashier's check place at Slauson Ave in that nasty area of Los Angeles. I just wanted my forms to be filled up (just like you), sign them, mail them and be done with it. All of us think that’s all we have to do to be cool with the “devil” (the IRS).

Within  the years I became aware of stuff that can be done in order to pay less taxes “the loopholes” some call it, so my refund check will get fatter and fatter every year. But to get to that point wasn’t easy at all, it took me a few painful lessons through the years (money lost forever), a few letters from the devil himself, literally stressful moments, tears, and some blood too.

Everything started when I had a few simple questions that weren’t answered to my satisfaction, and then those questions became red flags, then concerns, then hell letters from the devil himself "notifications from the IRS". And all of that just because I trusted the wrong tax preparer, I thought he was competent ( next year I moved to the valley and keep a new guy for years). I’ve always noticed other people talking about their doctor’s bill deductions, commute expenses, mortgage interests, rent, auto, insurance, etc. and seemed like I was the only one not getting these deductions!

I’m the type of guy who saves all his receipts for everything, so, with that in my “DNA”, keeping records was never a difficult thing to do. I remember keeping all of my receipts  in a long line, stick one by one together in a long line IN THE WALL, yes I was a little weird back then, it just made it easier for me to add them up.

Anyway, every time I used to get pissed off at that incompetent tax preparer thinking  of the money I could  have had claimed, but I didn’t for my own ignorance, for that incompetent, unprofessional, ignorant, not up-to-date, but specially not-willing-to-explain-things-to-me tax preparer. I must say now (from the other side of the desk) the reason a tax preparer would not explain a thing to you is because he DOESN’T KNOW.

Get to the point! Ok, one day I found myself playing with the tax software at this real estate company I used to work for (horrible experience by the way), and I decided to redo my own taxes, for some reason I did not get the same refund, I got more, way more than I really got that year. Then, I started playing with the personal deductions area,but I learn that you needed more than a certain amount to really kick in (to make any difference) but when I went and play with the “business expenses," that was a sweet refund I was supposed to get, but business expense would be an entire new blog by itself.

That got me thinking “would it be possible to claim that money back?” I didn’t know better and decided to get enrolled in a four month tax class. During this time my due date to file my tax amendment elapsed. Yes I lost that money forever.

After my tax class was over and I got my tax license then I decided to file my first tax amendment, I got almost 3K back, and just because my old tax preparer didn’t know how to allocate my business expenses, this happened down the road, and this was my 3^rd tax preparer!. For me it was just insane to think why in the hell the IRS won’t let me claim things so simple like phone expenses, rent, auto expenses, etc.

My First tax preparer, a girl who just imputed all my W-2’s information into the software, just like anyone can enter by  him/herself over the IRS website, and unless you know what you are really doing, then claim some of your deductions, even for me, a tax preparer with years of experience some times is difficult to find the drop down menus and navigate those tax software’s, because they change every single year. I know from experience!

My Second tax preparer, a guy who was just lazy, I remember bringing all of my receipts for him to do his work, just like I saw on those commercials, but now, I’ll never forget him telling me “I won’t be organizing and adding up those invoices," later after a few of my questioning of his job he basically told me if I was to use those invoices he would have to charge me more, then he said that it would make no difference to my tax filing. I should have report him to CTEC and to the IRS, that what I should have done! Next thing I knew I was walking away with all of my invoices in search of my next tax preparer.

Firing you tax preparer is a good thing to do, for the right reasons. In my “finding the right tax preparer journey” I’ve learned that you may have a lot of reason to do so, so far you can see I had plenty!

My Third tax preparer was another girl, she didn’t know the heck she was doing about my business expenses, and god knows I got plenty that year! A hint for me was when this girl put major business expenses on the “miscellaneous expenses” and writing on those blanc lines items like “office expense, cell phone expense, rent expense” these items have their own place at the main Schedule-C form, they didn’t need to be place all the way at the end, but I found out about it later, after the taxes were filed.

As you can imagine, when I got my CTEC license by mail, I was ready for better and bigger things. I started by amending my own taxes, fixing all these stuff that didn’t look, sound or just didn’t make me feel comfortable enough to leave it alone. Then, I told a friend about my experience, then he asked me a few questions, then he wanted me to do his taxes, and he kept coming for more every year; then he told to a friend, then his friend told to another friend, then all of a sudden I had five whole true clients! Although I always felt too embarrassed to charge them anything other than a lunch or dinner, with the years those lunches and dinners became small fees, then standard fees. That alone can be another whole blog by itself.

Well, I could be writing all day and night about taxes, tax advice, bad tax preparers, etc. However, I don't think I can keep you interested enough on the item to continue your reading of the topic.

The lesson learned for me? Regarding taxes “just trust you” ALWAYS, or call me. I'll be more than happy to help you achieve  short or long-term goals.

I hope and you enjoyed reading my very first blog, almost as much and I enjoyed writing it.