Bay Area Tax & Investment Advisor

Welcome


The Tax Practice is a tax services and investment advisory company serving the needs of individuals, small businesses, estates, and trusts. We strive to advise a unique client niche by offering tax and financial planning services with integrated portfolio management. We currently support clients across the greater United States, the Middle East, Europe, and Asia. Our website is organized to introduce you to our firm and professional services we provide. Newsletters, FAQs, organizers and investment pages are offered for educational purposes.
 
New tax leglislation!

The Homebuyer Assistance and Improvement Act of 2010, signed by President Obama on July 2, extends the closing deadline from June 30 to September 30 for any eligible homebuyer. Eligible taxpayers who contracted to buy a home, qualifying for the first-time homebuyer credit, before the end of April now have until September 30, 2010, to close the deal.
 
To avoid refund delays, those who entered into a purchase contract on or before April 30, but closed after that date, should attach a copy of the pages to their return from the signed contract showing all parties' names and signatures if required by local law, the property address, the purchase price, and the date of the contract.