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Hello fellow San Diegans! We live in East County, we’ve taken the dive and brought our local business into the private with a PMA and are now looking to get the double authenticated birth certificate and will then be moving on to the Foreign Express Trust process. I’m so excited to finally be getting this process done! I have been looking into… Read more
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@licentiavita or @chiefjosephdylangunter
Hit me up on Instagram if you would like! I currently live in NorCal and visit San Diego sometimes
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Hello fellow San Diegans! We live in East County, we’ve taken the dive and brought our local business into the private with a PMA and are now looking to get the double authenticated birth certificate and will then be moving on to the Foreign Express Trust process. I’m so excited to finally be getting this process done! I have been looking into… Read more
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Hello fellow San Diegans! We live in East County, we’ve taken the dive and brought our local business into the private with a PMA and are now looking to get the double authenticated birth certificate and will then be moving on to the Foreign Express Trust process. I’m so excited to finally be getting this process done! I have been looking into…
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Brandon posted an update 4 months ago
My wife and I are getting close to sending in our amended documents (1040x) for the previous 3 years (2022,2023,2024). I am born in America, but my wife legally obtained a green card in March of 2024, is there anything that I need to know before sending our amendments in? Thank you.
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Sara posted an update 4 months ago
Bookkeeping Services
Also, curious if there’s any interest here in bookkeeping services? That is my business — I own my own firm and understand that there are still reporting requirements and other reasons to keep good track of the finances even when operating in a private trust ecosystem. If anyone is interested in chatting more about this, I can schedule calls…
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Sara posted an update 4 months ago
Any Colorado Folk?
Hi everyone — are there any Colorado (front range specifically near Boulder) folks around here? I’d be curious to meet up in person and exchange notes!
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Jonathan updated their profile 4 months ago
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When submitting 1040’s for past tax years, i.e. a 2023 W-2, do I need to use the IRS’s 2023 1040 Form, or can I use the current 1040 the IRS provides?
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Actually, you want to use the IRS form 1040X. It has a place at the top to fill in the year of the return.
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Thank you, I wasn’t far enough into the videos before asking that question. I see that now.
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February 18, 2026 Ask Us Anything Recording
Use this link and password to view the recording.
Passcode: eS3L*5?m
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Video Conferencing, Web Conferencing, Webinars, Screen Sharing
Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around … Continue reading
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Tammie changed their profile photo 4 months ago
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