Wealth Alliance Tax & Financial Services

Wealth Alliance Tax & Financial Services Experienced advisors are here to help you with your business and personal financial concerns. Tax, Bookkeeping, Payroll, Investments, 401K, IRAs, Insurance.

We are available by Appointment Only outside of Tax Season. Please contact us in advance. Tax & accounting services offered through Wealth Alliance Tax & Financial Services, LLC. Advisory services offered through Wealth Alliance LLC, a registered CA Registered Investment Advisor. Registered representative offering securities through Independent Financial Group, LLC (IFG), a registered broker-deale

r. Member FINRA/SIPC. Wealth Alliance and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130

Licensed to sell securities in the following states: AZ, CA, ID, NV, OR, PA, UT, VA & WA
Jason Barney CA Insurance License 0C54028

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Any surprises here? What are your thoughts?
01/10/2024

Any surprises here? What are your thoughts?

The pandemic has accelerated changes to the way we live and work, making it far easier for people to move—and they have. As states work to maintain their competitive advantage, they should pay attention to where people are moving, and try to understand why.

03/03/2023

Federal & California Tax Year 2022 Postponement until October 16, 2023

Individual Income Tax Returns, Taxes Due, and 2023 Estimated Taxes
The IRS announced Friday, February 24, 2023 and California announced March 2, 2023, that all business and personal income tax returns, income tax payments due and any 2022 or 2023 estimated tax payments for businesses and individuals which would normally be due January 15, 2023, March 15, 2023, April 15, 2023, June 15, 2023, September 15, 2023, or any other dates between January 7 and October 15, have all been postponed until October 16, 2023 with no extensions needed, and no interest or penalties on any payments paid by October 16, 2023. This includes June 15, 2023, California PTET election opt in payments for tax year 2023.

You may decide for yourself which, if any, of your tax filing or tax payment obligations you choose to defer until October 16, 2023.

However, our firm is continuing to process taxes including extensions for the original due dates just in case there turn out to be any glitches in federal or California tax processing based on these postponements. And our client tax filing instructions for tax year 2022 will be prepared using the original due dates for all tax returns and payments.

Eligible taxpayers and businesses with zip codes in the following counties are automatically included in the October 16, 2023, postponement. Some taxpayers and businesses in other areas may be eligible on a case-by-case basis.

It's almost that time again...
12/07/2022

It's almost that time again...

If you’re expecting a tax refund in 2023, it may be smaller than this year’s payment, according to the IRS. Here's what to know for the upcoming tax season.

01/06/2022

Take this 6-question quiz and find out!

12/30/2021

Do you know as much about finance as you think you do?

12/23/2021

Most folks fail. Take the test & see how you stack up.

Only about 1 in 3 can score 80% on a simple financial literacy quiz. How do you measure up? Take a simple 6-question qui...
12/16/2021

Only about 1 in 3 can score 80% on a simple financial literacy quiz. How do you measure up? Take a simple 6-question quiz and discover any financial knowledge gaps in this Visual Insights Newsletter.

Test your financial smarts! Take a quiz & find out!

04/02/2020

About Treasury General Information Role of the Treasury The Secretary Officials Organizational Chart Orders and Directives Offices Domestic Finance Economic Policy General Counsel International Affairs Management Tax Policy Terrorism and Financial Intelligence Inspectors General Bureaus Alcohol and....

03/26/2020

The Senate passed the stimulus bill on Wednesday (the House has yet to vote but is expected to follow suit). A key feature of the stimulus is individual checks. To help you sort it out, here are a few questions and answers.

Address

1870 Cordell Court, Ste 106
El Cajon, CA
92020

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 3pm

Telephone

+16195797717

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