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.

March 2018

March: 2018 April 1 is the deadline for taxpayers who turned 70 ½ during 2017, for starting their minimum distribution (RMDs) from retirement account (IRA, 401K). A 50% penalty applies to any required amounts not received by April 1. The IRS issued a notice that...

July 2018

July News The child tax credit doubles to $2,000 for each dependent child under age 17. The amount of the refundable credit is $1,400. In other words, if you don’t owe taxes, you will receive a refund of $1,400. The new tax law created a $500 credit for each dependent...

January 2021

Businesses have a February 1st deadline to provide Forms 1099-MISC and 1099-NEC to recipients. The Form 1099-NEC, Non-employee Compensation was created specifically to report nonemployee compensation. It had previously been reported on Form 1099-MISC. Tax season will...

August 2020

The IRS is continuing to experience enforcement struggles.  In 2019 the audit rate was .4% and 2020 appears to be even lower.  This doesn’t mean you can just not pay your taxes without consequences.  There are several areas that the IRS is focusing their attention. ...

How Much Do I Owe The IRS? David C. Zubler Can Help You Get Information From The IRS Discreetly

There is a lot of fear and angst in our culture these days. Sparked by tragic current events, as well as a general sense of disjointedness in our culture. But for many who might be reading this, there is another one that might be lurking latent beneath these other...

June 2018

June: 2018 Consumer Alerts on Tax Scams Note that the IRS: WILL NEVER: Threaten to immediately bring in local police or other law-enforcement groups to have you arrested for not paying.        Call to demand immediate payment using a specific payment method such as a...

September 2020

President Trump has been trying to get an employee payroll tax cut for months but instead, it is a payroll tax deferral. The taxes would be required to be paid sometime after the end of the year. Employers are not required to comply with the payroll tax deferral...

January 2020

Congress agreed to the government funding bill and expired or expiring tax breaks are being extended through 2020! Among the breaks were mortgage insurance premium write off, the medical expense AGI threshold which was supposed to go back to 10% for deducting medical...

May 2018

May: 2018 The IRS encourages taxpayers who typically itemized their deductions on Schedule A of the Form 1040 to use the Withholding Calculator this year to perform a “paycheck checkup.” The IRS encourages everyone to use it as soon as possible. Waiting could have a...

May 2020

Be careful of scams involving the stimulus.  Con artists are calling and sending fake emails to people and claiming they will get their money faster if they provide their financial information.  The IRS normally not first contact people by phone or...

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!