OREM Social Networking event

We recently performed our first Social Networking event at our OREM offices, it was fun.

 Our clients had the chance to talk to other clients about their careers, their businesses, their hopes and their dreams.

Great ideas, very entertaining conversation, appetizers, drinks, laughter and new businesses too.

We are getting ready to offer our new Notary on site, Mobile Notary services too.

Full immigration services on site soon to come.

New services are never easy, it takes a fair amount of work and dedication to set up.

Business Adjustments of mid year

June, half year, this the middle major milestone in your business, time to reconcile all your accounts for the mid year, time t o up date your chart of accounts, and time to adjust your total debt to income ratios for accuracy.

 Not only accounts, money flow and debt, also time to measure your goals to the mid year milestone, have you achieve your planned goals? This milestone will uncover any inconsistencies, time to correct any problems and reset what is keeping you away from achieving your success.

Relaxed May in Vegas

April is over, May id in full swing and we are done with Tax Season, I still get some late clients here and there but it is pretty much done.

It is time for our year vacation, time to relax.

The perfect time to celebrate my birthday and to celebrate Robert’s passing his California Real Estate test, his California Real Estate application was submitted this week, time to relax.

May brought new challenges for us at the OREM Organization. The OREM Real Estate Corporation is operational and ready to business.

I’m writing this lines on the road on my way to Las Vegas, I can’t wait to jump into the pool, hit the buffets and the bars, let the fun begins.

Aprils best practices after tax season

As April comes to an end along with the Tax Season, it is best to put in place the best practices and close the tax year, get ready for the next one by reconciling your accounts, preparing your inconsistencies fix etc.

March in Tax Season

March is here and it means it is Tax season’s last month.

The first two months are usually the busiest months with clients rushing to get their income taxes done for various reasons. From my own experience the clients that rush to file their tax returns are individuals that need the refund.

 While the clients that wait are the ones that have a more structured and organized financial life and they tend to take their own time to file their personal and business tax returns.

I always will suggest my clients and everybody else of the best use of a tax return refund is to pay debt, credit cards, auto loans, student loans and mortgages. If you have no debt at all, then go ahead and save that refund for a rainy day, and then enjoy a portion of that tax refund.

It always make me sad to see a clients messy financial situation, some individuals can’t help, and they just but keep on getting on more and more debt and spending on every single penny that lands on their hands, including the tax refund. It saddens me even more when that messy tax payer have children.

In the bright side of March we have our loyal clients for over the past few years, but this year with our new office location in Culver City we are getting the locals and bystanders too, new clients and their tax situation always get us excited.

New office, new dreams, new challenges...

I am glad to share our new OREM office is busy with our Income tax Services and with the new services such as Immigration services, Credit repair, Bankruptcy, Marriage services, Divorce services, Business bookkeeping services, Business sep up services, and more.

The current Tax Season is in full swing and we are swamped with tax clients work at the office and a wedding, we keep on doing our best to help our loyal clients and new ones too.

I have to confess that the demand for our services make me realize that our marketing efforts are seeing the way we plan it.

Business is steady with our loyal clients and as we take on the services challenge we can only imagine that in a few years we should be growing beyond our first goals when we started this organization.

I am very grateful to have on board the right individuals that help us grow our organization.