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.

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your CITY 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...

Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

John Smith’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...

Solving Problems in CITY Businesses with Effective Solutions

There's this idea out there among many wannabe CITY 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...

How To Get Out of Credit Card Debt Fast in CITY: 6 Key Steps

Often, when you're faced with IRS debt, there are other nasty little financial problems out there that can tend to crop up. I have to tell you though, as I sat down to write this strategy note, it made me think about some CITY clients that I've walked with over the...

A 12-Point Financial Health Check For CITY Families And Individuals

We are now fully engaged in our tax "off season" here in CITY. 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...

A Few More Common Marketing Mistakes Made By Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder of the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this is...

John Smith’s Tax Extension Breakdown

It's the final full week of tax season, and our office in CITY 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...

How To Manage Money For CITY Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

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!