This past Sunday, I found myself in San Diego for an unexpected but deeply meaningful family reunion. Three generations of tax professionals came together—my son, Andrew, my dad, Juan Orona, and me—to welcome the newest member of our family, my dad’s first great-grandchild. Seeing my dad hold his great-grandson for the first time was a…
I want to start today’s email with a big congratulations to my daughter, Bella Samaniego, for an incredible Saturday in Palm Springs. Talk about a dedicated student-athlete! We kicked off the day bright and early, 5:30 am to be exact, with her taking the SAT for the third time at Palm Springs High School. She’s…
Quick heads-up. Today, four people reached out to me in a panic after getting slapped with an IRS Letter 11. It’s a nasty little letter that can turn your world upside down if you don’t handle it right. Let me tell you about one of them—a lady in her 70s living in the Midwest. She’s…
Since last week, we’ve helped 11 people halt the IRS in its tracks, stopping the enforcement juggernaut triggered by the dreaded Letter 11. I won’t lie—I am plain tired. However, this fight against IRS collection tactics is crucial, and we must press on. As I head out to my daughter’s volleyball game, aiming for another…
I just got back from two days of intense discussions with IRS officials and other tax professionals in San Diego, and let me tell you, it was an eye-opener. This event marked the first time I could attend such a gathering with my son, Andrew, who is now an Enrolled Agent fighting the IRS alongside…
Let me take you on a quick trip down memory lane—back when Disneyland still used paper tickets for rides. I was just six, clutching those precious “E” tickets. You know, the ones that got you onto the best rides. Fast-forward to 2024, and now we’re forking out hundreds for a FastPass to skip the lines.…
Happy Monday! Can you believe it’s already the first workday of June? Time flies, doesn’t it? Now, let’s get down to business. If you’re dealing with unfiled tax returns and large IRS balances, you know what real stress is. I’m talking about the stress that keeps you up at night, gnawing at your peace…
This morning, I was out on my usual walk along Mill Creek, a beautiful spot less than a hundred yards from my front door. It’s a serene place where Bruno and I walk every morning and afternoon, enjoying the calming sounds of the rushing water. But amidst this tranquility, danger lurks. A couple of weeks…
As I mentioned in my Monday email, our first day on the New York trip was nothing short of cinematic. We headed to the Merchant Marine Academy because Bella had a meeting with the volleyball coach. The drive from Queens took us through Kings Point, a neighborhood that feels like stepping right into a page…
I hope this message finds you in good spirits. Our family on Sunday, just returned from a whirlwind trip to the East Coast with my daughter Bella. We had a jam-packed schedule—meeting clients, interviewing podcast guests, and most importantly, visiting three of our nation’s premier military academies. And yes, it was also a special…