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.

Quickbooks Setup

Let Us Setup QuickBooks for You… Avoid Days (or Potential Weeks) of Hassle and Aggravation! It’s true, QuickBooks is flexible and easy to use, and although you and/or your staff are probably entirely capable of installing and setting up your QuickBooks software,...

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...

Understanding Your Airbnb And Taxes

As of this writing, the federal government is still in a "partial shutdown", and things are starting to fray around the edges, even for those whose paychecks aren't being affected. Already, it's the longest in history.Which, for a media starving for any kind of...

Solving Problems in Businesses with Effective Solutions

There's this idea out there among many wannabe business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although the sharks do a...

IRS Form 4852: Canberra Company Explains the Substitute for the W-2

 Word on the tax professional "street" is that tax filing numbers are down across the board so far. That is from data released by software providers (though this year, of all years, I simply don't understand why somebody would use software), as well as overall...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our site when you...

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement? It sounds too good to be true. And it is too good to be true… unless you know the ins and outs of the college funding system and...

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...

The Behavior Profile of Our Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

Non Profit Accounting

Let Us Help You Create The Non-Profit of Your Dreams! In order to setup and maintain your tax exempt status, your organization must meet very specific expense and income classifications. The IRS determines your eligibility with the following: Yearly Income Statements...

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!