Marlene S Romanazzi, CPA

10/30/2024

Did you know that as a profession, bookkeeping has been around since the 15th century? Thanks to Italian mathematician Frater Luca Pacioli – the father of modern accounting – we have detailed accounting systems and tools that are still used today! One of his methods is double-entry bookkeeping. Who knew?! For all your accounting and bookkeeping needs today, contact us at (559) 636-8208.

10/29/2024

We offer tailored business consulting services to address the difficulties you are facing through our extensive industry knowledge and experience. We'll support you at every turn and are dedicated to your success! Allow us to assist you in transforming your company for the better. Get real answers from a business consultant! Give us a call today at (559) 636-8208.

10/28/2024

There are many different areas of accounting that focus on specific services and industries. Depending on your circumstances, you may need one of these specialties to help you reach the financial goals. If you need help getting your finances in order, you've come to the right place. Schedule your first consultation with us today at (559) 636-8208.

10/26/2024

If you receive an audit notice, don’t fret! It’s crucial to remain calm to approach the situation with clarity and strategically to avoid any rash decisions that may have negative effects on you and your experience.

Receiving an audit notice can be an anxiety-inducing experience for anyone, whether it's from the IRS, a regulatory body, or an internal audit within your organization. However, it's crucial to remain calm and approach the situation methodically. In this guide, we'll outline steps you can take when....

10/23/2024

If you find that supplementing your income won't help with your retirement plan, another thing you can do is work on reducing your retirement expenses. Even if you have enough money to fund these expenses, minimizing them can better your financial security. Schedule an appointment with us today to find the best retirement plan for you!

10/22/2024

Two important tax breaks to take advantage of are the Lifetime Learning Credit and the Student Loan Interest Deduction. For the Lifetime Learning Credit, you may deduct 20% of the first $10,000 you paid in tuition and fees with up to a maximum of $2,000. Living costs and transportation are not included in the list of allowable expenses; however, books or other supplies required for coursework may be claimed. Regarding the Student Loan Interest Deduction, borrowers who paid interest on their student loans may deduct up to $2,500 from their taxable income. Give us a call at (559) 636-8208 today!

10/21/2024

In colonial America, bookkeepers used waste books as part of the traditional bookkeeping method. It consisted of a daily diary of every transaction made in chronological order. It was intended for temporary use only and once the information in it was transferred to an account journal, the waste book was unneeded. Fortunately, today we no longer need waste books thanks to double-entry accounting! Let us help you with your books by giving us a call at (559) 636-8208.

10/19/2024

For single parent households, managing finances is usually at the top of the list of unique challenges to navigate. With these specific tax-planning strategies for single parents, your tax savings can be maximized and even financial burdens alleviated.

Being a single parent comes with its unique set of challenges, and managing finances is often at the top of the list. Tax planning is an essential aspect of financial management, and single parents can benefit greatly from understanding how to navigate the tax system effectively. In this blog post,....

10/16/2024

Running your own business doesn’t come without its stressors unfortunately. However, there are ways that you can successfully manage your stress and have a healthy work-life balance in the process! Consider incorporating these helpful tricks into your routine and give us a call at (559) 636-8208 to set up a meeting to discuss how we can assist with the financial aspects of running a successful business.

Being an entrepreneur is stressful. From pitches to cash flow, from setbacks to deadlines, and from home life to working...

10/15/2024

Have you heard of the Consumer Financial Protection Bureau (CFPB)? This free government website can help you get your finances organized! Your Money, Your Goals (YMYG) is a financial empowerment toolkit created by the CFPB that equips frontline staff with tools and skills to empower clients in understanding their own financial situations and connects them to resources available in their community. You can access PDF versions of the toolkit, or even get a free one mailed to you. It's time to get your finances in check! Contact us at (559) 636-8208 to discuss fiscal strategies for your situation today. https://bit.ly/4cVbRIP

10/14/2024

Estate planning is the process of managing your assets during your lifetime so they can be distributed according to your wishes after your death. It entails choosing how to manage, maintain and divide assets, which include real estate, cash, investments and personal belongings. It also involves minimizing the taxes your estate and your heirs will pay. Call us at (559) 636-8208 to discuss your estate planning needs.

10/12/2024

One of the fundamental parts of business strategy is market research. It includes the gathering and analyzing of information about a target market and all the industry trends and consumer preferences that are a part of it. This is vital for businesses to make informed decisions and stay competitive!

Market research is a fundamental aspect of business strategy that involves gathering, analyzing, and interpreting information about a target market, industry trends, and consumer preferences. It plays a crucial role in helping businesses make informed decisions, identify opportunities, mitigate risk...