Sharrett Bookkeeping & Tax

10/12/2026

On Monday we will still be short staffed. Please be patient as I have meetings throughout the day as the extension deadline is upon us!!

10/09/2026

Plesse be patient again as we will only have one person in the office today because of sickness or vacation. Please leave a message if the phone rings through.

10/08/2026

Happy Thursday!

We have only John in the office today and so please leave a message if no one answers the phones.

10/08/2026

Here is the entire event today that I had posted about yesterday, but asked to take down based on time constraints for those invovled in the meeting.

Sorry for any confusion with the Event I had created.

10/08/2026

Here is the Action News' story

Nearly $6 million owed to North State taxpayers has been recovered through help resolving their federal tax cases. Those results were highlighted at Paradise Town Hall Wednesday.

10/08/2026

Last week Congressman Gallagher's office asked if our office would come join in a celebration of all the hard work done to recover the monies from HR 5863 and continued work on recovery.

We were honoured.

We were accompanied by the lead IRS advocate in the area (Sacto office) and part of his staff. It was a great pleasure to meet the faces behind the IRS team, as well as Congressman Gallagher's team. Although all of us have talked and exchanged emails, more than we should have ovwr the last two years ;) we were honoured to be the only tax preparation firm from the ridge asked to be there.

Robert, the Lead IRS Advocate, is one of 75 leads in regional advoxate offices across the US. 5 offices in CA.

We have sent many of our clients to the IRS Advocates directly, as per standard protocol, if there had NOT been any correspondence from the IRS. Those advocates work in the US but are not on teams like these assigned to regional offices.

What makes Robert and his team unique to those involved in the Campfire is that he and I both warned the IRS leadership in Dec ('24) and Jan ('25) about the inbound volumes (our firm did 2200+, and Robert projected roughly 200K total, and that they should have dedicated teams to handle these amended. It went unheaded.

So, Robert and his team service Congressional Offices and their constituents. As such, after we sent letters to the IRS for you and still could not get anywhere, or if you had no correspondence from the IRS but lots of time had passed, we would send you LaMalfa (R.I.P.) and now Gallagher, if you are here local. Once the wonderful Congressional staff reviewed the details and a privacy statement signed, then it would go directly to Robert and his team.

We had two clients there today who are still having issues, one of them finding out only YESTERDAY the IRS computer reversed an earlier decision to issue a refund. It was great to have them meet and discuss with the advocates their situations.

It was also great to announce that a refund arrived today, after I sent THREE LETTERS (the last one being snarky), to the tune of 11KUS$! The initial refund was to be 8,886US$ and the family got 3K + in interest from their 2021 return.

When I first drove up Clark Road, 5 years ago now, to discuss the purchase of Bill's practice, i never imagined the emotions I would have, see you as survivors experience and hear of your sorrows and joys. It has been an honour to be your trusted preparer here on the ridge as it relates to the fire (okay, other items too). As a staff we have been blessed to walk on this journey with you. I want to acknowledge the base leg work Bill did in research and how he respected my desire to get invovled with LaMalfa and staff. He respected the growth and changes in our knowledge as it relates to the fire.

We have less than 2% of our clients with outstanding issues with the IRS from the amended retuns. We hope we can continue to work and have patience to get those resolved.

Some final numbers from us as i think we are done filing amended returns. ;)

2200+ amended returns filed
17+ Million US$ in refunds
+/- 1 million in increased (replenished) NOLs, solar credits and more.
Roughly between 579K and 648K in INTEREST paid by the IRS in 2025/2026 on the refunded returns.

THANK YOU for YOUR TRUST and CONFIDENCE in our entire staff. We are proud to call you members of our TAXing Family.

09/18/2026

Hello taxing friends and family!!

Baseball season is winding down....Football season is starting but taxes are a year round sport!!!

Although the 2025 filing season is NOT over yet we are looking forward to the 2026 filings that will start in late January and thought we would share some thoughts, regardless of who you use to prepare your taxes.

Although you don’t have your organizer yet and although you might not be thinking about meeting with your favourite tax team on the Ridge right now, you should follow the CLUES and prepare for success for 2026’s filing.

At this point in the year, you should be planning any year end transactions that need to be done or could be done to help you from a tax perspective.

You should be talking with your Financial Advisor if you have one about Loss Harvesting.
You should be reaching out to talk with your tax professional.

Remember there is a difference between a tax preparer that sees you once a year vs. a trusted tax advisor that meets (in person or on the phone) with you often; runs through hypothetical situations with you based on your changing situations; discusses retirement scenarios; works with you on growing your business or transitioning out of being a business owner; works closely with your Financial Advisor.

Having a trusted tax advisor allows you to feel comfortable dropping your paperwork rather than needing an appointment since there has been continuous communication and planning throughout the year.

We pride ourselves in planning with our clients.

If you want an appointment, it is never too early to call and make one now. As like all previous years, we have to cut off appointments come 15 March 2027.

Regardless of who you work with on your taxes remember the CLUES to successful filing for you and your kived ones.

Call now to book an appointment, if desired

Look for your organizer come late November – Early December

Understand how the tax law changes might affect you

Escape the stress and get prepared now

Share the excitement of your lives when you visit with us.

09/11/2026

Everyone on the Ridge knows where they were when 9-11 happened as well as on 8 November.

I share a historical item about 9-11 and the TV networks. I hope I can do the story justice and show the team work it takes. Having worked in TV for years, I found this fascinating and touching all at the same time.

This is in my words as I recall the story and talking with a Captioner.

For the early morning News Programs for the networks all of the Closed Captioners, as they are called, are all in the same remote location in New York. They work the morning shows GMA, Good Morning and the Today Show.

After the news shows are done, they all leave as the daily programing has CC already accounted for in their programs. However, news programs are done live by humans that have to type the conversations, banter and interviews that happen.

When news of the towers being hit, the news stations went back to live news coverage. This captioners, less than a half dozen as I understand it, stayed in place. They then captioned for all the news agencies on TV, without stopping, the live 24x7 coverage that happened for the next few days. The first two days there were no breaks for them as they had to stay live with the coverage.

Their work allowed the hearing impaired to be aware of what was happening and have the same news as all of us that are blessed to hear.

I have talked with a captioner that had a friend working that day. I have also read the story of their work.

Thank you to the Closed Captioners for your heroic efforts that day

09/11/2026