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"I owned a graphic design business in San Francisco for several years. Over that time Fred has helped me to deal with many difficult business and tax issues. I feel that he keeps informed of the year-to-year changes in tax laws. This was very important when most recently Fred helped me deal with some complex tax issues that came up when I did a like-kind exchange of a rental property."

Gary Massa
Tucson, AZ

Resources

Below are some links and resources that you might find helpful.

I believe that saving taxes and succeeding in business is a team effort. Every member of the team needs to develop their knowledge base to fully participate and achieve their goals.

I want to offer you sources of information to help you develop your skills and better enable you to participate in the process of minimizing your taxes and achieving success in your investing and business endeavors.

I will add information in the future, so come back to see what is new.

Web Sites:

Nolo Press is a good source of legal information written in understandable language. Whether you are looking for general information on business topics such as taxes, or detail information to file your own legal documents you will probably find something of interest for you here.

SAS Financial Advisors, LLC are registered investment advisors.

Action Plan Marketing has been helping Independent Professionals be better marketers of their services since 1984 and on the web since 1996. Robert Middleton, the owner of Action Plan Marketing. has developed a suite of unique products and services to help independent professionals become better at marketing their services and consistently attract new clients to their business.

Internal Revenue Service

California Franchise Tax Board is the official web site for the agency that administers the income tax laws for the State of California.

Books

Here are some books you might find interesting. You can find them at your bookstore or through online resources such as Amazon.com:

Small Time Operator: How to Start Your Own Business, Keep Your Books, Pay Your Taxes, and Stay Out of Trouble! (Small Time Operator) by Bernard B. Kamoroff - Provides a good overview of what it takes to operate a successful small business and has a good explanation of income taxes.

E-Myth Mastery by Michael E. Gerber - takes a practical and comprehensive approach to covering all aspect of turning a small business into a World Class company. This book has some great information even if you are only concerned with certain issues. Their web site is located at www.emythmastery.com.

Resources for Technical Tax Information:

If you are interested in comprehensive and detailed tax information you can consult the following sources. I have not provided their web sites because they usually do not provide information over the web unless you subscribe to their services. These are publishers of multi volume research resources that go into almost every detail of taxes. You may only be able to find these resources at a law library. Each law library may only have one or two of the resources because of the cost and time in keeping them updated:

Standard Federal Tax Reports and state tax information are published each year by CCH Incorporated in Chicago Illinois.
U.S. Income Portfolios; Estates, Gifts, and Trusts Portfolios; Foreign Income Portfolios are all published by Bureau of National Affairs (BNA) in Washington, D.C. The portfolio series has some of the most comprehensive treatment of even the most obscure issues that you could imagine.
Research Institute of America (RIA) is a publisher of federal and state tax information.

Also Contact me about information and resources that you know about that might be helpful.

Frederick A. Thompson, CPA an Accountancy Corporation
(650) 343-5965 • email:
1200 Dore Avenue, Suite 202, San Mateo, California 94401-1214