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 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...

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...

Getting Your Estate Planning Right as a Single Parent

Being a parent is a lot of responsibility, but being a single parent is an even greater responsibility. You have so many things on your plate, from maintaining a job (or a business) to keeping up with household chores to caring for your children—and their future....

A 12-Point Financial Health Check For Families And Individuals

We are now fully engaged in our tax "off season" here in . But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes (online and in...

3+ Reasons Why Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that day is very...

Internal Systems for Business

Discover How Our Systems Can Free You to Work ON Your Business… Not IN Your Business. We can help you help your business by providing an objective review of your internal control systems and determine the efficiency and effectiveness of your operating procedures....

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...

Marketing Tips for Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

Focus Training For Folks

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Let’s Talk About Your Business…

See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.

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!