For Individuals

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College Financial Planning

How can you pay for your kid to go to college, spend and save as you are now, and increase the amount of money you have for retirement?

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Elder Care Planning

Finally… Worry free financial management for your aging parent or family member.

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Estate Planning

Make sure your family transitions prepare your children and your family for financial freedom.

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Taxpath’s 2024 Tax Season Gratitude List-Topper: YOU

That’s the bell marking the end of the 2024 tax season (with a few exceptions). Yes, we’re pretty whipped over here at Taxpath. Every tax season brings its own challenges, and there were definitely a few for us in the 2024 tax season. But… even though we’re...

Mohammed Amir Ghani’s Insights on Being a Financial Caregiver

And just like that, Tax Day is a week (or less, depending on when you’re reading this) away. Remember back in January when I said it would be here before you could blink?If you’re one of those who are waiting until the last minute, and my reminders haven’t been enough...

Mohammed Amir Ghani’s Guide to Filing an IRS Tax Extension

Did you experience any good April Fool’s jokes this week? I always love to hear about a good prank.Here’s one that’s actually not a joke (sorry)... We’re in the final stretch leading up to the April 15th personal filing deadline.It’s our Game 7 around here, and we’re...

10 Life Change Events You Should Share with Your Tracy Tax Pro

Three weeks. Yeah, that’s roughly how long until April 15. If you’ve already filed your return, don’t check out – today’s article will help you know if you need to do things differently on next year’s return.But if you haven’t yet prepared your taxes… well, you’re...

3 Common Tax Return Mistakes Tracy People Can Easily Avoid

According to a survey by the American Cleaning Institute, 80% of Americans plan to spring clean this year.What’s funny is that same percentage of people would rather spring clean than take care of their taxes.I get it.While I understand that sentiment (taxes take...

5 Income Tax Deductions Tracy Taxpayers Overlook

Are we out of the inflation hole yet? (A curious mind wants to know…)Well, according to the Fed, they’re waiting a little bit longer to confirm that. The good news for now is no new interest rate hikes and maybe even some cuts down the road. That spells good...

Taxpath’s Top Tax Credits for a Newly Single Parent List

Last week, the IRS debunked some myths on 1099-K reporting.Remember, the IRS is planning to phase into the $600 reporting threshold for PayPal, Venmo, et al. Here’s how that breaks down (as of this writing):- Nothing will change for 2023. The threshold is...

Mohammed Amir Ghani’s Practical Guide to Stop Getting Spam Email

I hate to be THAT person (you know, a nag) but because we’re about to enter March, I want to put this reminder in front of you yet again: time to get your 2023 taxes filed. April 15 is about 6 weeks away. It seems like plenty of time but also not enough to take...

Eleven Ways Tracy People Can Improve Financially Security

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it — I'm too busy with tax season.With all of the chaos out there, it's...

How Tracy Taxpayers Can Craft Their 2024 Tax Planning Strategy

The Super Bowl seems to turn into a bigger deal every single year. Not just the cost of commercials, which are astronomical, but also all the lead-up to it. The Pro Bowl, the player interviews, the photo shoots, the practices, the celebrity appearances, the glitz and...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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Customer Stories

Sal W.

Great place, great people, great service... ask for Mohammad. He will find a way to get you extra money. I'll be back and looking forward to doing business with you again.

Pinky J.

Great service quick n easy n all ways services with a smile love the father n son team.

Jeff R.

Mohammed is awesome!! He's professional, courteous and very knowledgeable....I was in & out in 40 mins.

Lubna J.

They are excellent professionals. Very professional and experienced. Well known and well respected in the community. Very sharp and smart. All attributes I want to see in my accountants.

Lindsay V.

Been going there for the last 3 years. The service is quick, easy and accurate. The staff is friendly and it is easy to get an appointment. We loved their customer service and have full confidence in them to continue doing our taxes.