End of Year Planning and Extensions

September 10th, 2015

Hi Gang,

I am taking appointments for end of the year last minute tax planning, extension completions and all around tax-y stuff.  Hope you are having a good year.   Any questions?  Please let me know.





End of Year Planning and Extensions



Mid Year Tax Planning Update June 2015

June 14th, 2015

June 14 2015 – Seems like we just had our tax season and here we are again talking planning! Yikes. I hope everybody and their families are doing well, they are all healthy, getting better if not well, working and happy.

Here are some tax pointers to be aware of for this year:

1. Remember that as of now, you will need medical coverage cards or documentation for any dependents that you are caring for. If at tax time in 2016 when we are doing the 2015 tax returns you don’t have anything from your medical provider, you may be penalized.

2. If you are or have been buying a house, condo or rental, please make sure you have all the paperwork. Generally speaking the items to deduct are mortgage interest, property tax, and points for primary or vacation homes and for rentals, we may be able to deduct other items including depreciation. Keep all that documentation and ask me if you have any questions.

3. Did you get a letter from the IRS or Franchise Tax Board? Please let me know and we can work on responding to it as quickly as we can. 9 out of 10 times it is something to validate something that has been filed or just explain something and we can usually take care of that right away with a quick letter. For something that requires research we need to use the time that they allow us to respond with to get back to them.

4. Got a corporation? Make sure that you file your company minutes with the State of California otherwise you risk having your State corporation suspended!

5. Need me to amend your income tax returns? Please have your proposed changes and reasons and if there are changes such as an additional W-2, 1099, etc there is a fee for that.

6. If you are applying for the amending your last three years tax returns for IHSS corrections, I can help you but be aware that it takes time – sometimes as long as 6 – 9 months because the IRS and State of California have been short staffed and partially because they are reluctant to release money (aren’t we all?).

7. I do forensic tax analysis if you think somebody has not given you proper tax documentation and want me to take a look at it for you. Please let me know.

8. If you owe me a lunch or dinner, I am available on weekends.

Things move quickly – just take a look at some of my aloe plants that I have had for the last 4 years. I have had to separate them and keep them going. A couple have flowered nicely. Hope things are flowering in your lives as well.


Just a couple of years old and it has taken off nicely with a nice micro-climate.

Just a couple of years old and it has taken off nicely with a nice micro-climate.


June 14, 2015

Keep your lives flourishing!

Kim Greenblatt

Any tax questions Please Let Me Know

November 4th, 2014

As we are approaching the end of the year, please let me know if you have any tax questions or if I can help.

Hope you are all safe, sane, happy, healthy and getting wealthier.

Kim Greenblatt

Any tax questions Please Let Me Know

Rett Picnic This Weekend

October 22nd, 2014

The Southern California Rett Syndome Picnic and Strollathon is this weekend. It will be at the Whittier High School.

Whittier High School
12417 East Philadelphia Street
Whittier, CA 90601

Please Join Us on Saturday, October 25, 2014 for the
12th Annual SoCal Rett Family Picnic & 5th Annual Socal Strollathon!
You have helped us raise well over $100,000 and we look forward to significantly adding to that total this year!

For more information – shoot me an email. Hope everybody is having a nice, cooler and safer Fall season.

Don’t forget to vote this upcoming election in a few weeks. Stay safe and sane.

Kim Greenblatt Oct 22 2014

Rett Picnic This Weekend

Oct 15 2014 extension deadline date

September 16th, 2014

Hi Gang! Just a reminder that the deadline for the Oct extension is coming up and if you have not filed your tax return for 2013, guess what? You will need to do so soon.
Please give me a call and or shoot me an email and let me help you.
Have a great cool, autumn – especially since in the San Fernando Valley here in Southern California we are over 105 degrees F.

Stay sane!

Kim Greenblatt

Oct 15 2014 extension deadline date

Curio & Relic FFL 03 – Get your Fed Log Book Now

July 16th, 2014

Collecting antique firearms?  Please make sure that you get a Curio & Relics FFL 03 license and you might find yourself getting some breaks on registration for firearms and waiting time.  You will need a logbook and the one that I sell is one of the best on the market.  Don’t be fooled by slightly cheaper, cruddy quality binding.  There is a rip off of my book in a black cover that I would not recommend. My log book can hold over 440 firearm entries.  It is a no frills book that quickly and accurately allows you to be compliant with Federal firearm regulations concerning Curio & Relic firearms.


By Federal definition you will need a bound book and this fits the bill perfectly!   Get it today! Just save your money because the hobby is addicting!

It is fun collecting curio and relics, antiques and firearms that are over 50 years old. Remember good gun safety and keep teaching your kids safe and sane handling of weapons. Thanks for listening.

Kim Greenblatt




Beat the Heat with Tax Planning Now

July 12th, 2014

Hi Friends,

The next few days here in California are going to be hot ones here in the San Fernando Valley and the surest way to beat the heat is to do some tax planning now.  How does it beat the heat?  You avoid financial heat later in the year – and early next year by not freaking out that you didn’t take care of things earlier.

So please take this as your wake up call to adjust any W-4 paperwork, re-visit your budgets, make sure you are current on any estimated tax payments and overall think about giving me a call if you have any lingering questions.

Some other items that might be important to be addressed:

Start collecting your medical receipts now and start using spreadsheets or an app to total the amounts for the different categories of doctors/dentists, hospital visits, lab, prescriptions.  Remember it is only what you pay out of pocket and not reimbursed.

If you re-financed taking advantage of these great low interest rates get your paperwork and keep it together safe so at tax time it will make things easier – especially if you paid for a lot of points, closing costs that are tax deductible and things of that ilk.

Start getting the totals for all of your charity contributions and make sure you have the cancelled checks and thank you letters in one place.  Your tax person (maybe me, even) just wants the totals and you should keep the stuff ready in case you are audited.

Remember most audits these days are by computer generated letter and they are trending to come now anytime of the year rather than in one time.  These last couple of seasons they have been inconveniently coming at tax time and that was just yucky for everybody.

So to keep you in a bright and sunny disposition let me close with a beautiful picture of our sun, Sol, courtesy of NASA from 7-11 showing the different fields of the sun.


Kim G profitable sun


Be well, my friends.

Kim I Greenblatt


Beat the Heat with Tax Planning Now








Tax Extensions Done? Can Complete Return Here

May 6th, 2014

Hi Gang,

In case you have filed your extension and are in need for somebody to complete your income tax return for you  or if you have questions, please give me a call.

The deadline for completing your Federal return  is Oct 15 but there is no time like the present for getting things done.  If you have any questions, let me know.


I do self employment returns, Corporations, Partnerships, foreign income as well as anything else you can think of.  I am at your service..

What else is going on with me….

Getting ready to teach first responder courses over the summer and for locals, don’t forget that we have the Concerts in the Park at the Warner Center Park.  Please stay well people.




Kim Isaac Greenblatt, Enrolled Agent

Tax Extensions Done Here

Income Tax Help If You Are Stressed

March 14th, 2014

If you are too stressed to do your own taxes, please get an extension done and then shoot me an email or drop me a line.  I will help you work through the pain at a reasonable price.  Hope everything is going well with everybody.

Tax season has been steady and the economy still is hurting for the average person.  Things are still polarized in terms of income and the watchwords for the day from me is – Pay your bills down and save money.

Easier said then done, right?    It takes work and discipline but anything you save at the very least will come in handy if there is an emergency.

Be well, gang.

Kim  Isaac Greenblatt

Income Tax Help If You Are Stressed



Red Cross Rose Parade Team 7 2014

January 2nd, 2014

Happy New Year, Gang!

Here is a picture of my team from the Rose Parade this year. Hope you all have a great year!


Rose Parade Team 7 Med Division

Rose Parade Team 7 Med Division

From left to right, Paul Emmons (Branch Director), Dr. James Lemus, Steven Xiao (EMT), Kim Greenblatt (Division Head), Jesssica Boardman (EMR), Luis Lemus (EMT), and Brandon Flath (EMT).

They are one of the best teams I could ever hope to work with. It was fun volunteering and working with these great men and women.

The weather was wonderful and it was a great day for a parade and all the spectators who came to watch. There were some great floats and as always, some wonderful bands with hard working and hard playing musicians.

The other Red Cross stations had great volunteers as well and overall a good time was had by all – which is always a good thing.

I had worked the Hollywood Christmas parade in 2013 as well and there was a great team of people from the LAFD Community Emergency Response Team (CERT)  there as well.

Even with my business schedule and taking care of family, I try to find time to give back and help the community. As I always remind people and anybody who asks – If we don’t help ourselves, who will?

It is tough to get by one’s self sometimes. As long as we try to help each other and do it with respect I think we have a shot of keeping the human race around for awhile. I think it is when people are unwisely selfish (versus wisely selfish which is a topic for another day) that things go from bad to worse.
I like keeping things better.

I strongly urge people to go out and get some inexpensive medical training or do something to help each other out. Life is short and we all need some help now and then.

Hope all your dreams come true for this New Year.

Kim Isaac Greenblatt

Red Cross Rose Parade Team 7 2014