Tax Services and Planning in the San Gabriel Valley
Meet Mary Bermudez
A Certified Public Accountant (CPA) with a Master of Science in Taxation (MST), Mary Bermudez has the experience and expert skill to represent, advocate, and manage your business taxes, accounting, and payroll. Whether navigating IRS audits or managing books, let our years of experience save you time and money. At Insight Tax, you can trust that you are in the hands of a truly competent and experienced professional.
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Handle Mutual Funds Carefully at Year End As we approach the end of 2020, now is a good time to review any mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips. Avoid surprises Unlike with stocks, you can’t avoid capital gains on mutual funds simply […]
Catching Up On Catch-up Contributions When it comes to retirement planning, many people tend to focus on two things: opening a retirement savings account and then eventually drawing funds from it. However, there are other important aspects to truly doing everything you can to grow your nest egg. One of them is celebrating your 50th […]
Is it time for a cost segregation study? Because of the economic impact of the COVID-19 crisis, many companies may want to conserve cash and not buy much equipment this year. As a result, you may not be able to claim as many depreciation tax deductions as in the past. However, if your company owns […]