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.

The Joys Of Providing Professional Tax Services To CITY

Well, our primary work for this tax season in CITY has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in CITY, we make it a point to do a bit more than simply "fill out forms" on your behalf. I'll tell you...

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...

Filing Late On Taxes? You Might Actually Be Among CITY’s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as...

BIZNAME Answers: Can You Be Fired Because of A Wage Levy?

We're almost at the end of September, which is bewildering -- where did summer go? Pumpkin lattes are everywhere, the weather is turning ... and life is really starting to accelerate. But we do know something that can stop anyone in their tracks on an accelerating...

Four Tips For CITY Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in CITY into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in CITY who are paying attention (because let's be honest...

Training Your Heart For Good Financial Stewardship In CITY

Working with my CITY clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think that we all could...

The First Thing You Need To Do

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

A Basic Mid-Year Tax Planning Method for CITY Taxpayers

I had the wonderful opportunity to attend an educational conference in Tucson this past weekend, and it poured heavy rains and the weather was cooler. Because we are right in the thick of summer, it's tempting to just sit back and hit the cruise control for the next...

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...

John Smith on Patterns and Habit, via Parable

Last week I wrote about worry, and this week ... well, the summer is fully upon us, and as things get hotter, some days I come into the office and with the intensity of the heat causing sleepiness, I occasionally find myself a little stuck. Can you relate? You see,...

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!