Nancy Lee Ma of Mission Oaks Tax and Accounting, Inc.

Nancy Lee Ma of Mission Oaks Tax and Accounting, Inc. We help 6 and 7-figure holistic practitioners to keep more of their money, pay less taxes, and invest in real estate so they can retire early.

Knowing how to make money is different than knowing how to keep money. I help you keep more of your money by paying less taxes, and build wealth so you can create a legacy and have money and time freedom on your own terms.

10/21/2024

📢 Exciting News! 📢

I am thrilled to announce that Crystal Clear Profits, Inc. will be merging with Mission Oaks Tax and Accounting, Inc., effective November 1, 2024! 🎉

This partnership brings together two dynamic firms with a shared commitment to delivering top-notch tax and accounting services. By combining our expertise, we’re able to offer an even broader range of solutions to support your financial success—whether you’re a business owner or an individual looking for peace of mind with your taxes and financial planning. 💼💡

Stay tuned for more details, and don’t forget to visit our newly revamped website to explore all the exciting services we now offer! Thank you for your continued trust and support—we can’t wait to continue serving you with even greater capabilities! 🙌✨

🔗 https://missionoakstaxandaccounting.com/

Boost your savings by checking out these 5 smart ways to save money. Also learn how to protect your Social Security numb...
10/02/2024

Boost your savings by checking out these 5 smart ways to save money. Also learn how to protect your Social Security number, and ideas to help your kids thrive this school year.

Achieving financial security for you and your family is no small task. With inflation and the allure of signing up for yet another monthly service, saving money can feel like an uphill battle. In this month’s newsletter, read about 5 ideas that can help you save money on your road to building...

Planning for retirement? Don't get caught off guard by these potential tax surprises.
09/20/2024

Planning for retirement? Don't get caught off guard by these potential tax surprises.

Rebalancing your portfolio when you get older makes sense. So does anticipating for these possible tax surprises during your retirement years.

To claim the head of household filing status you cannot be married, you pay half the cost to keep up your home and you h...
09/13/2024

To claim the head of household filing status you cannot be married, you pay half the cost to keep up your home and you have a qualifying person living with you for at least half the year.

The head of household filing status is often misunderstood and overlooked. The IRS provides three requirements that need to be met in order to claim. Does it make sense for you?

Reminder: 3Q estimated taxes are due Monday, September 16. Here are some things to consider.
09/06/2024

Reminder: 3Q estimated taxes are due Monday, September 16. Here are some things to consider.

If you have not already done so, please plan to make your third quarter estimated tax payment. The due date is Monday, September 16th.

OUCH! My bank did not replace my stolen funds! Learn why.
09/04/2024

OUCH! My bank did not replace my stolen funds! Learn why.

Reducing the amount of interest you pay over the life of a mortgage can yield huge savings! This month's newsletter provides an illustration of just how much you can save, even with as little as $10 a month. Also in this edition, find out how cancelled debt may leave you holding a bigger tax bill, w...

08/30/2024

Taxes and the amount you pay is not all up to chance. Here are a dozen reasons to sit down with a professional to review your situation.

Avoid the mismatch tax headache. Here are some tips.
08/23/2024

Avoid the mismatch tax headache. Here are some tips.

One of the most common types of audits is a correspondence audit caused by reporting inconsistencies with information supplied to the IRS. Here is a tip to keep this from happening to you.

Standard deduction limits remain high through 2025. But there are exceptions. Check out these opportunities.
08/16/2024

Standard deduction limits remain high through 2025. But there are exceptions. Check out these opportunities.

If you own a home you probably itemize your deductions on your tax return. But what if you do not itemize? Can someone using the standard deduction still get a tax break?

Basis. A tax term that can be anything but obvious. Here is what you need to know.
08/09/2024

Basis. A tax term that can be anything but obvious. Here is what you need to know.

This commonly used tax term is anything but common to most of us. Knowing the basics of basis can serve to lower your tax obligation when you sell property.

Tax scammers are at it again. Find out how to protect yourself. School is also right around the corner...read how to avo...
08/07/2024

Tax scammers are at it again. Find out how to protect yourself. School is also right around the corner...read how to avoid the back-to-school shopping trap.

Scammers are always scheming up new ways to steal your money. At the same time, the altruistic IRS is trying to protect you by staying one step ahead of the fraudsters. In this month’s newsletter, read about the latest scams flagged by the IRS that you should be on the lookout for this summer....

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Camarillo, CA

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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