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Mission Statement

Our mission is to help our clients achieve their objectives by providing the highest quality accounting, audit, tax and related financial and insurance services. We appreciate that awareness and personal attention to every client are critical to our shared success. We incessantly strive to provide exceptional, industry specific services while promoting our clients and a dynamic work environment that is rewarding professionally and personally for all our clients and employees.

Principles Statement

To achieve our mission and goals, everyone at The NestEggg Group, EgggsAct Tax & NestEggg Investment Advisors share the same core values:

  • Trustworthiness and Integrity – Meet our professional responsibilities in an ethical and fair manner
  • Superiority – Provide services of the highest quality to our clients that consistently exceed their expectations
  • Professionalism and Familiarity ‐ Ensure that our partners and staff are continually learning, growing, and are recognized as front-runners in their fields
  • Poise and Detail – Treat every individual and relationship with dignity and respect
  • Culture – Sustain a professional work environment where our culture promotes the importance of staff development, career advancement, and work-life balance
  • Community and Philanthropy – Support the communities in which we live, work and play with our combined human and economic resources
From our blog...

For businesses already on the ground in greater Palm Springs, opportunities have never been greater.  As the City of Palm Springs website documents, "On November 8, 2011, Palm Springs voters approved Measure J, a dedicated local revenue measure to maintain local community services and revitalize Downtown. Measure J became effective April 1, 2012, and increased the local sales and use tax by 1%."  The Measure J ballot question was as follows:

"Shall an ordinance to provide funding that cannot be taken by the State and help preserve Palm Springs city services, including without limitation police, fire, library, parks, streets/pothole repair, acquisition and development of garages and parking facilities, installation and maintenance of improvements and facilities for the implementation of the Museum Market Plaza Specific Plan, by enacting a City of Palm Springs 1% sales and use tax, for 25 years, subject to independent annual audits, be adopted?"

Oppoturnities have nevef been greater for businesses already in operation, and the stage is set for new businesses to take advantage of the increasing global spotlight on our community.

Empowering Local Business

The NestEggg Group, located in Palm Springs, California and Seattle, Washington, has strategically grown into a company that can handle all accounting, insurance, tax, and investment needs of businesses and individuals.  Whether you are local, regional, or long distance, they have the solutions to help you manage the tedious challenges that can scramble your brain and take your focus off the items that are most important to your productivity and success.

Constantly mindful and diligent of the many circumstances that can make or break small to medium sized businesses, the professional staff that make up the five divisions of the NestEggg Group will make sure that none of your Egggs get cracked.  They have a consistent record of success in all they do because their staff has a tremendous amount of entrepreneurial experience and capabilities in businesses of all types. They take a hands-on, proactive approach with all of our clients.

Their goal is to provide a partnership relationship with you, advising you on taxes, accounting, payroll and audit, and providing the top-notch professional services related to all of these areas. Taking partnership seriously, they also offer their clients expert business consulting on issues related to business performance, as well as business development.  The NestEggg Group wants to grow with you and your business - if you're busy, they're busy. They take pride in their customer service and in a fast turnaround solution to each client's individual needs. Making sure you completely understand what they do, and how they do it, is the standard for which they strive and only the highest levels of customer satisfaction are accepted.

Contact the Palm Springs and Palm Desert offices of The NestEggg Group, Inc. at this link.


The team at The NestEggg Group just loves it when their customers speak out on their behalf, as does Olive A'Sudden owner Rick Empie.  Olive A'Sudden has three locations to serve you.  Their flagship store is located in Palm Desert, California on Highway 111 and Fred Waring Drive, easily accessible and centrally located in the Palm Springs/Coachella Valley Desert region.  Their downtown Palm Springs store offers a great shopping treat while visiting the heart of the village shopping and arts district just off the famous Palm Canyon Drive (next to the Coffee Bean on Tahquitz Canyon).  Their newest edition is in the heart of Chico, Califonia, the cultural, economic, and educational center of the northern Sacramento Valley. is growing fast, and their team is excited about the future of the cannabis industry.  Their marijuana website is easy to use to locate and learn about virtually anything related to cannabis, inlcluding:

  • Marijuana Dispensary & Store Listings
  • State By State Marijuana Doctor Directory
  • Nationwide Information on Marijuana Strains
  • Useful Articles, Ailment Info, & FAQ's

Californians know that earthquakes don't just happen in big Hollywood blockbusters, but in one such forthcoming film, "The San Andreas Fault finally gives, triggering a magnitude 9 earthquake in California...  A search and resuce helicopter pilot (Dwayne Johnson) and his estranged wife make their way together from Los Angeles to San Francisco to save their only daughter.  But their treacherous journey north is only the beginning.  And when they think the worst may be over, it's just getting started..."

Watch the official trailer here.

On March 16, the Marijuana Policy Project reported, "Earlier today, the Nevada Assembly missed its last opportunity to vote on Initiative Petition 1, which proposes legalizing, taxing, and regulating marijuana for adults 21 and over. Since the legislature did not approve the measure itself, the measure will appear on the ballot for the 2016 general election. This inaction means Nevadans will have to wait until late next year for the chance to end their state's destructive and costly prohibition of marijuana."

Are you overwhemled by the accounting, tax and bookkeeping challenges you're facing in your personal and business life?  Since 1998, Robert "Jeffrey" Wolter and his team have helped more than 498 QuickBooks users and business owners achieve results such as: expanding revenues, attracting and inspiring talent, aligning operations with long-term objectives, discovering and leveraging their differentiation, substantially increasing sales and proposal results, strengthening relationships with their clients, and finding more joy in their work.  Jeffrey doesn't want you to mind your own business, and in fact, he wants to be all up in yours.

Some taxpayers may be liable for an Additional Medicare Tax if your income exceeds certain limits. Here are six things that you should know about this tax:

  • Tax Rate. The Additional Medicare Tax rate is 0.9 percent.
  • Income Subject to Tax. The tax applies to the amount of certain income that is more than a threshold amount. The types of income include your Medicare wages, self-employment income and railroad retirement (RRTA) compensation. You must combine your wages and self-employment income to figure the tax. You do not consider a loss from self-employment purposes of this tax. You compare RRTA compensation separately to the threshold. See the instructions for Form 8959, Additional Medicare Tax, for more on these rules.

The David Pakman Show (TDPS), originally Midweek Politics with David Pakman, is a multiplatform politics and news talk show airing on radio, television, and the internet, hosted by David Pakman, currently airing on a combination of commercial and public radio stations, including Pacifica Radio stations, on Free Speech TV via DirecTV and DISH Network, on public access television stations nationwide, via internet podcast and on YouTube. The program first aired in August 2005 on WXOJ-LP ("Valley Free Radio"), located in Northampton, Massachusetts, first achieving national syndication on Pacifica Radio network, eventually achieving broader international distribution.  In this January 2015 segment, Pakman reports: Legal Marijuana: Fastest Growing Industry in the US.

As reported by Wikipedia, "James J. "Jim" Cramer (born February 10, 1955) is an American television personality, a former hedge fund manager, and a best-selling author. Cramer is the host of CNBC's Mad Money and a co-founder and chairman of, Inc."

Investment Services

The NestEggg Group, located in Palm Springs, California and Seattle, Washington, has strategically grown into a company that can handle all accounting, insurance, tax, and investment needs of businesses and individuals.

In this now-historic video originally uploaded to YouTube September 22, 2007, then-Mayor of Palm Springs Ron Oden was interviewed by Al Olthof about the marijuana dispensary city ordinance.

Cannabis Compliant Accounting + Tax

To meet the challenges of the learning curve this "new frontier" represents, the need for Cannabis Compliant Accounting has never been greater...

The IRS offers free tax help to members of the military and their families. The Volunteer Income Tax Assistance program has help sites both on and off base. This includes VITA sites to help our military overseas. Here are five tips to know about free tax help for the military:

1. Armed Forces Tax Council. The Armed Forces Tax Council oversees the military tax programs offered worldwide. AFTC partners with the IRS to do outreach to the military. This includes the Air Force, Army, Coast Guard, Marine Corps and Navy.

2. Trained volunteers. IRS-trained volunteers staff the military VITA sites. They receive training on military tax issues, like tax benefits for service in a combat zone. The staff can help you with special extensions of time to file your tax return and to pay your taxes or with special rules that apply to the Earned Income Tax Credit. You can also get help with the new health care law tax provisions.

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