Ameritax

Ameritax Friendly, expert advice. Visit: www.costamesataxreturn.com
Or call: (866)-282-3127 Through proper planning you can control your taxes. I see this ALL. THE. TIME.

We help small business and home-based entrepreneurs reduce taxes and use the savings to grow their wealth. Essentially... I help you remove the STRESS and OVERWHELM that comes from wondering if you’re overpaying taxes (like most entrepreneurs are) and allow you to focus on what you do best, running your business. In other words, I help you grow your bottom line by maximizing your savings and finding the hidden profit killers in your existing plan. If you’re like most entrepreneurs, you may be thinking… “My CPA files my returns on time, so I must be covered” If you think that too, you could be wrong; and if so, it could be costing you $$$ thousands or more. The good news is that I can tell you within minutes if you’re in good shape. So, I ask you, is it worth a few minutes of your time to make sure you’re in the clear with a FREE tax assessment? Here’s what we’ll walk through….
• Which deductions you should be taking (and which throw up red flags to the IRS)
• The legal entity structure most CPA's don’t recommend
• The retirement strategies even solid financial advisors miss
• Multiple Tax Favored Strategies unique for Entrepreneurs If you want to make sure you’re covered with 100% certainty, send me a message and let’s chat. WARNING: This offer is not for anyone looking to bend the rules. WE don’t do that because we don’t have to. Our expertise allows us to leverage the tax code to save our clients thousands year-in and year-out. NO sketchy strategies. Just straight-forward methods that few tax professionals know about or are too complacent to learn. Want to know the BEST part? We do all the grunt work for you so that you can smile all year round knowing your bookkeeping and taxes are straight and that you’re maximizing savings, while growing profits. While other entrepreneurs are stressed out relying on online accounting and tax software, miss-informed CPAs or other tax professionals (that may not be serving their clients in a way that is yielding the most gain)… …We’re helping our clients dramatically reduce tax liability and maximize their profits. Want to make sure you're covered? If YES, we should connect. SHOOT ME A MESSAGE and let's chat!

𝗖𝗮𝗻 𝘆𝗼𝘂 𝗹𝗼𝘄𝗲𝗿 𝘆𝗼𝘂𝗿 𝘁𝗮𝘅𝗲𝘀 𝘄𝗶𝘁𝗵 𝗮 𝘀𝗲𝗹𝗳-𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗱 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻?Yes. Contributing pre-tax earnings to a Solo 401(k) or SEP...
10/05/2026

𝗖𝗮𝗻 𝘆𝗼𝘂 𝗹𝗼𝘄𝗲𝗿 𝘆𝗼𝘂𝗿 𝘁𝗮𝘅𝗲𝘀 𝘄𝗶𝘁𝗵 𝗮 𝘀𝗲𝗹𝗳-𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗱 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻?

Yes. Contributing pre-tax earnings to a Solo 401(k) or SEP IRA directly reduces your taxable income for the year.

Here's how those options compare:
• A Solo 401(k) lets you contribute as both employee 𝘢𝘯𝘥 employer. You can save a lot more, even if your profit is under $100,000.
• A SEP IRA is employer-funded only. It offers less contribution flexibility at lower income levels, but is easy to set up without much ongoing paperwork.

𝘐𝘮𝘱𝘰𝘳𝘵𝘢𝘯𝘵 𝘥𝘪𝘴𝘵𝘪𝘯𝘤𝘵𝘪𝘰𝘯: pre-tax retirement contributions can lower your federal and state income tax liability, but they don't reduce your 15.3% self-employment tax.

Unsure which plan gives you the biggest tax savings? Send us a message and we can help you calculate the best fit.

𝗪𝗵𝗮𝘁 𝗰𝗮𝗻 𝗜 𝗱𝗲𝗱𝘂𝗰𝘁 𝗮𝘀 𝗮𝗻 𝗶𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝘁 𝗰𝗼𝗻𝘁𝗿𝗮𝗰𝘁𝗼𝗿 𝘁𝗼 𝗹𝗼𝘄𝗲𝗿 𝗺𝘆 𝘁𝗮𝘅𝗮𝗯𝗹𝗲 𝗶𝗻𝗰𝗼𝗺𝗲?You can deduct ordinary and necessary business...
10/02/2026

𝗪𝗵𝗮𝘁 𝗰𝗮𝗻 𝗜 𝗱𝗲𝗱𝘂𝗰𝘁 𝗮𝘀 𝗮𝗻 𝗶𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝘁 𝗰𝗼𝗻𝘁𝗿𝗮𝗰𝘁𝗼𝗿 𝘁𝗼 𝗹𝗼𝘄𝗲𝗿 𝗺𝘆 𝘁𝗮𝘅𝗮𝗯𝗹𝗲 𝗶𝗻𝗰𝗼𝗺𝗲?

You can deduct ordinary and necessary business expenses, which reduce your taxable net income dollar-for-dollar.

Some of the bigger deductions to check for include:
• Home office expenses
• Business mileage
• Self-employed health insurance premiums
• The business portion of your phone and internet
• Software, web hosting, cloud storage, and other business tools

But having the expense isn't always enough. You also need the records to back it up.

Vehicle mileage is a good example. An end-of-year estimate can put your entire mileage deduction at risk if you don't have a detailed log showing the dates, miles driven, and business purpose.

𝘋𝘰 𝘺𝘰𝘶 𝘬𝘦𝘦𝘱 𝘺𝘰𝘶𝘳 𝘦𝘹𝘱𝘦𝘯𝘴𝘦 𝘳𝘦𝘤𝘰𝘳𝘥𝘴 𝘢𝘴 𝘺𝘰𝘶 𝘨𝘰, 𝘰𝘳 𝘥𝘰 𝘺𝘰𝘶 𝘶𝘴𝘶𝘢𝘭𝘭𝘺 𝘩𝘢𝘷𝘦 𝘵𝘰 𝘳𝘦𝘤𝘰𝘯𝘴𝘵𝘳𝘶𝘤𝘵 𝘵𝘩𝘦𝘮 𝘢𝘵 𝘵𝘢𝘹 𝘵𝘪𝘮𝘦?

10/01/2026

𝗪𝗵𝗮𝘁 𝗰𝗮𝗻 𝗜 𝗱𝗼 𝘁𝗼 𝗺𝗮𝗸𝗲 𝗺𝗼𝗻𝗲𝘆 𝗳𝗲𝗲𝗹 𝗮 𝗹𝗶𝘁𝘁𝗹𝗲 𝗹𝗲𝘀𝘀 𝘁𝗶𝗴𝗵𝘁 𝗶𝗻 𝗺𝘆 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀?

If cash feels tight in your business, start by collecting money that's already owed to you.

Here are three places you can start:
1. Audit monthly software and vendor subscriptions, and cancel whatever isn't bringing in revenue or saving time.
2. Send follow-ups on overdue invoices past 15 days (uncollected money is an interest-free loan you're giving away).
3. Offer an add-on service to active clients, which takes less effort than landing a new customer.

Cash flow problems are usually a system issue, not a personal failure.

Send us a DM if you want another set of eyes on your expenses and unpaid invoices.

𝗪𝗵𝗲𝗻 𝘀𝗵𝗼𝘂𝗹𝗱 𝗜 𝘀𝘁𝗮𝗿𝘁 𝗰𝗹𝗲𝗮𝗻𝗶𝗻𝗴 𝘂𝗽 𝗺𝘆 𝗽𝗮𝘆𝗿𝗼𝗹𝗹 𝗿𝗲𝗰𝗼𝗿𝗱𝘀 𝗳𝗼𝗿 𝘆𝗲𝗮𝗿-𝗲𝗻𝗱?You should start reviewing your payroll records before Q...
09/30/2026

𝗪𝗵𝗲𝗻 𝘀𝗵𝗼𝘂𝗹𝗱 𝗜 𝘀𝘁𝗮𝗿𝘁 𝗰𝗹𝗲𝗮𝗻𝗶𝗻𝗴 𝘂𝗽 𝗺𝘆 𝗽𝗮𝘆𝗿𝗼𝗹𝗹 𝗿𝗲𝗰𝗼𝗿𝗱𝘀 𝗳𝗼𝗿 𝘆𝗲𝗮𝗿-𝗲𝗻𝗱?

You should start reviewing your payroll records before Q3 closes so that you have time to catch problems while you can still address them.

A few things to check now:
1. Do your payroll reports match your general ledger?
2. Are any manual or voided checks creating discrepancies?
3. Do you have the right information on file for your contractors?
4. Are your payroll wage categories recorded correctly?

You have a three-month buffer to get those records cleaned up before December 31.

And if you want help reviewing the numbers, don’t hesitate to reach out (especially before Q4 gets too far along).

𝗗𝗼𝗲𝘀 𝗶𝘁 𝗺𝗮𝘁𝘁𝗲𝗿 𝗵𝗼𝘄 𝗜 𝘀𝗲𝗻𝗱 𝗺𝘆 𝗰𝗵𝗶𝗹𝗱 𝗺𝗼𝗻𝗲𝘆 𝗳𝗼𝗿 𝗮 𝗵𝗼𝘂𝘀𝗲 𝗱𝗼𝘄𝗻 𝗽𝗮𝘆𝗺𝗲𝗻𝘁?Yes, how you transfer the down payment matters because...
09/28/2026

𝗗𝗼𝗲𝘀 𝗶𝘁 𝗺𝗮𝘁𝘁𝗲𝗿 𝗵𝗼𝘄 𝗜 𝘀𝗲𝗻𝗱 𝗺𝘆 𝗰𝗵𝗶𝗹𝗱 𝗺𝗼𝗻𝗲𝘆 𝗳𝗼𝗿 𝗮 𝗵𝗼𝘂𝘀𝗲 𝗱𝗼𝘄𝗻 𝗽𝗮𝘆𝗺𝗲𝗻𝘁?

Yes, how you transfer the down payment matters because the IRS and mortgage underwriters may want a clear paper trail showing where the funds came from. Informal transfers can create red flags and even stall the mortgage process while the source of the money is verified.

That means the gift amount you report to the lender should match the amount that actually leaves your account and reaches your child.

For a cleaner paper trail:
• Use a traceable wire transfer or cashier's check
• Save the bank statement or transfer record that shows the money leaving your account
• Make sure the gift amount listed on the lender paperwork matches the amount you actually transferred
• Avoid unverified cash or unstructured peer-to-peer transfers

09/24/2026

𝗗𝗼 𝗜 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗺𝗮𝗸𝗲 𝗾𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝘁𝗮𝘅 𝗽𝗮𝘆𝗺𝗲𝗻𝘁𝘀 𝗻𝗼𝘄 𝘁𝗵𝗮𝘁 𝗜 𝗼𝘄𝗻 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀?

Unless your business is a tax-exempt 501(c)(3) or you expect to owe under $1,000 in total tax, you are required to make quarterly estimated tax payments to the IRS.

This estimate covers income tax you'll owe as well as the 15.3% self-employment tax that you also must cover.

To stay ahead of your deadlines, open a separate tax savings account and automatically transfer 25% to 30% of your net profits into it.

That way, the money is already set aside when payment time comes.

𝗪𝗶𝗹𝗹 𝗺𝘆 𝗰𝗵𝗶𝗹𝗱 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗽𝗮𝘆 𝘁𝗮𝘅𝗲𝘀 𝗶𝗳 𝗜 𝗴𝗶𝘃𝗲 𝘁𝗵𝗲𝗺 𝗺𝗼𝗻𝗲𝘆 𝗳𝗼𝗿 𝗮 𝗵𝗼𝘂𝘀𝗲 𝗱𝗼𝘄𝗻 𝗽𝗮𝘆𝗺𝗲𝗻𝘁?If you give your adult child money toward ...
09/23/2026

𝗪𝗶𝗹𝗹 𝗺𝘆 𝗰𝗵𝗶𝗹𝗱 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗽𝗮𝘆 𝘁𝗮𝘅𝗲𝘀 𝗶𝗳 𝗜 𝗴𝗶𝘃𝗲 𝘁𝗵𝗲𝗺 𝗺𝗼𝗻𝗲𝘆 𝗳𝗼𝗿 𝗮 𝗵𝗼𝘂𝘀𝗲 𝗱𝗼𝘄𝗻 𝗽𝗮𝘆𝗺𝗲𝗻𝘁?

If you give your adult child money toward a down payment, they won't have to treat that gift as taxable income.

They don't report the money on their 1040, and they won't owe standard income tax or capital gains tax on those funds.

Gift tax rules apply to you, the person giving the money. And for 2026, you can give your child up to $19,000 without having to report the transfer to the IRS or use any of your lifetime exemption.

If you're married, you and your spouse can combine your individual annual exclusions to give one child up to $38,000.

𝘛𝘩𝘪𝘯𝘬𝘪𝘯𝘨 𝘢𝘣𝘰𝘶𝘵 𝘩𝘦𝘭𝘱𝘪𝘯𝘨 𝘺𝘰𝘶𝘳 𝘤𝘩𝘪𝘭𝘥 𝘸𝘪𝘵𝘩 𝘢 𝘥𝘰𝘸𝘯 𝘱𝘢𝘺𝘮𝘦𝘯𝘵? 𝘞𝘩𝘢𝘵 𝘸𝘰𝘶𝘭𝘥 𝘺𝘰𝘶 𝘸𝘢𝘯𝘵 𝘵𝘰 𝘬𝘯𝘰𝘸 𝘣𝘦𝘧𝘰𝘳𝘦 𝘺𝘰𝘶 𝘮𝘰𝘷𝘦 𝘵𝘩𝘦 𝘮𝘰𝘯𝘦𝘺?

𝗖𝗮𝗻 𝗜 𝗱𝗲𝗱𝘂𝗰𝘁 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗜 𝘀𝗽𝗲𝗻𝘁 𝗴𝗲𝘁𝘁𝗶𝗻𝗴 𝗺𝘆 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘀𝘁𝗮𝗿𝘁𝗲𝗱?No, not every dollar you spend before opening your business ...
09/22/2026

𝗖𝗮𝗻 𝗜 𝗱𝗲𝗱𝘂𝗰𝘁 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗜 𝘀𝗽𝗲𝗻𝘁 𝗴𝗲𝘁𝘁𝗶𝗻𝗴 𝗺𝘆 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘀𝘁𝗮𝗿𝘁𝗲𝗱?

No, not every dollar you spend before opening your business gets treated the same way, because the timing of those expenses matters.

Money you spend before your business officially opens can count as startup costs. Think about expenses like:
• Market research
• Advertising your grand opening
• Travel to secure suppliers
• Employee training before day one
• Legal or professional fees related to starting the business

You can write off up to $5,000 of qualifying startup costs in your first active tax year. If your startup costs exceed $50,000, your immediate write-off loses $1 in value for every extra $1 you spend and drops to zero if you pass $55,000.

And any remaining costs over the initial deduction limit have to be spread out over 15 years.

𝘞𝘩𝘪𝘤𝘩 𝘴𝘵𝘢𝘳𝘵𝘶𝘱 𝘦𝘹𝘱𝘦𝘯𝘴𝘦 𝘥𝘰 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘰𝘸𝘯𝘦𝘳𝘴 𝘨𝘦𝘵 𝘴𝘶𝘳𝘱𝘳𝘪𝘴𝘦𝘥 𝘣𝘺 𝘵𝘩𝘦 𝘮𝘰𝘴𝘵?

Address

3151 Airway Avenue F202
Costa Mesa, CA
92626

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Wednesday 9am - 5pm
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Friday 9am - 5pm

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+18662823127

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