Uptown Advisors

Uptown Advisors We are professional advisors to small and emerging businesses in areas of entities, taxes, bookkeepi

Personal Income Taxes
Business Income Taxes
Non-profit Income Taxes
HOA Income Taxes
Payroll
Bookkeeping

Everyone should understand 529 savings plans. Here is what you need to know.
04/17/2026

Everyone should understand 529 savings plans. Here is what you need to know.

The tax code is filled with programs to be tax efficient when paying for educational expenses. One of the most popular is the 529 Savings Plan. Here is what you need to know.

With the mandate to eliminate paper checks, including checks used to issue tax refunds, the transition to virtual paymen...
04/10/2026

With the mandate to eliminate paper checks, including checks used to issue tax refunds, the transition to virtual payments is causing a mess. Here is what you need to know.

Over 1.4 million refunds are delayed and the number is quickly increasing. Much of the delay is due to the Presidential Executive Order eliminating paper checks. Here is what you need to know.

Time to make an estimated quarterly tax payment!
04/03/2026

Time to make an estimated quarterly tax payment!

Reminder: Tax returns AND first quarter estimated taxes are due by Wednesday, April 15th.

Early withdrawals from most retirement accounts prior to age 59 1/2 come with a steep 10% tax penalty.
03/27/2026

Early withdrawals from most retirement accounts prior to age 59 1/2 come with a steep 10% tax penalty.

When you are cash strapped, your retirement nest egg can look very tempting to solve your immediate financial problem. Is it ever a good idea?

Here are the commonly overlooked deductions everyone should know.
03/20/2026

Here are the commonly overlooked deductions everyone should know.

The tax code is about 75,000 pages long, so it?s not surprising there are many overlooked money-saving deductions hidden within it. Check out this list of commonly overlooked deductions.

Not all income is taxable. Here are some to consider.
03/13/2026

Not all income is taxable. Here are some to consider.

While it seems there are taxes everywhere, there is also a lot of income that the IRS does not tax. Here are ten of the more common income sources that are tax free.

If your gross income is less than the federal standard deduction, you usually do NOT need to file a tax return, but gett...
03/06/2026

If your gross income is less than the federal standard deduction, you usually do NOT need to file a tax return, but getting this wrong can cost you. Know the exceptions to the rule!

Do you need to file a tax return this year? Here are some handy tips to help you decide.

Don't run out of money during retirement. Here are five great ideas.
02/27/2026

Don't run out of money during retirement. Here are five great ideas.

Retirement planning and tax planning go hand in hand. Here are five great planning ideas on how to ensure you have a nest egg when you are ready to retire.

One of the best tax deductions is your home. Know the rules to maximize your tax benefit.
02/20/2026

One of the best tax deductions is your home. Know the rules to maximize your tax benefit.

Are you capturing all the tax benefits built into homeownership? Here are the most common.

Did you know you can rent your home or cabin tax-free for up to 14 days per year?
02/13/2026

Did you know you can rent your home or cabin tax-free for up to 14 days per year?

Did you know you can rent out your home or vacation property for up to 14 days and not need to claim the income? Here are some tips to take advantage of this opportunity.

Address

7028 Greenleaf Avenue, Suite L
Whittier, CA
90602

Opening Hours

Monday 10am - 4pm
Tuesday 10am - 4pm
Wednesday 10am - 4pm
Thursday 10am - 4pm
Saturday 10am - 5pm

Telephone

(562) 273-9500

Website

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