Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Steve Pybrum’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

Delayed Gratification: Staying Focused to Get Ahead (Later)

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

Part Time CFO Services

You Get All the Benefits of a Full-Time CFO… At a Part-Time Price! At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the near $100,000 price...

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

Plan For Your Succession

WARNING: Passing Your Business to a Family Member or Associate Can Be a Risky Proposition. 7 out of 10 family owned businesses will not survive the transfer of the business from one generation to another. Lack of planning and discomfort discussing topics such as...

Steve Pybrum’s Tax Extension Breakdown

It's the final full week of tax season, and our office in is hopping! But yes, I'm still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around the...

Tax Planning for Big Savings

Would You Like to Shrink Your Yearly Tax Burden? Our Proprietary Plan Will Minimize Your IRS Liability. Our tax professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout...

Strategic Business Coaching

More Than Just a Tax Return Service… We Will “Take You By The Hand” in Every Aspect of Your Business. Without a blueprint, it is very difficult to know what you are building. For the successful business, a Strategic Business Plan is instrumental to making sure...

A Doubt in Mind: Heirs Mishandling Inheritance

We’ve all heard those stories: A rich man or woman dies. Their family inherits their wealth. They go on a spending spree, showing an absolute lack of financial maturity. And soon, they are left with nothing—they go broke. If you have any doubt in mind that your...

IRS Audit Representation

“Take on” the IRS Without Lifting a Finger There is nothing more time-consuming than a “crash course” in tax law when the IRS decides to audit your return. Just the time it takes to gather the documentation supporting every line item on your tax return is...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!