Insuarance Blog

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  • January 23rd, 2020
  • Written By: Michael

In today’s blog I would love to tell a story.  A story of how a newly married couple started selling appliances at the swap meat and grew, changed, and evolved a business in to the best tax preparation office in Santa Ana. In the late 70’s Frank and Maria palmer started selling used appliances and […]

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  • December 21st, 2019
  • Written By: Michael

The internet is a weird thing.  For example, let’s talk about Cheap Insurance.  Cheap insurance is something that people often use to look for local agents that have good rates.  Someone may put Cheap insurance Santa Ana in their search bar to see if that can lower there auto insurance rate.  Although many times we […]

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  • December 19th, 2019
  • Written By: Michael

So the holidays are here and we are all looking to save money in any way we can.  Go ahead and keep that Disney Plus account and don’t cancel the Netflix. The best thing you can do is call us for an Auto insurance quote especially if you are near Santa Ana.  Our office is […]

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  • November 21st, 2019
  • Written By: Michael

We often get asked what generates an insurance rate.  There are a few obvious factors like the type of car you drive and if you have any tickets or accidents on your driving record.  But one factor that is often overlooked is the aria you live in.   For Example if you are looking for Car […]

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  • May 2nd, 2019
  • Written By: Michael

The state of CA just announced that their tax revenue for the 2018 tax year was way higher then expected. There are 2 main law changes that this can be attributed to, but 1 primary reason, BAD TAX PREPARATION!! In the 2018 tax year the federal tax law changed so the standard deduction was nearly […]

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  • January 8th, 2019
  • Written By: Michael

So we are getting this question nearly every day and the answer is yes….. and no. For the sake of the federal return you can put them on the dependents screen but you must disqualify them from the $500 credit. The reason one would do this is for state benefits. As in the state of […]

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  • November 2nd, 2017
  • Written By: Michael

There was a good article going over the facts of the new tax plan that where announced this morning.  I have attached the key points that would affect our clients and also removed any statement that seems biased.  I just wanted to present the facts so here they are. The House bill consolidates those into four […]

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  • October 3rd, 2017
  • Written By: Michael

Unfortunately this year the budget to inform the public about the open enrollment dates for Covered Ca had been cut. So I just wanted to let you know that on November 1st the doors will be open and we will be here to start educating and enrolling everyone who needs assistance with Covered CA. We […]

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  • September 27th, 2017
  • Written By: Michael

President Trump has just announced the outline for his tax reform and as a tax pro i just wanted to break it down as simple as i could so most people would understand what he is talking about. There is no opinion in this breakdown just a simple reiteration of the key factors that will […]

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  • September 13th, 2017
  • Written By: Michael

I get asked all the time if an earthquake is covered under a standard homeowners policy, and i would just like take this opportunity in the wake of the recent hurricanes to write something about the biggest natural disaster we may face here in California, Earthquakes and what you can do to protect your home […]