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.

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IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Covid-19 has taken over all aspects of our lives. The IRS and taxes is no exception. The IRS has shut down most of their services and has been having any employees that can work remotely do so. The amount of people able to do this are few. The...

September 2019

If you deal in virtual currency IRS Revenue Agents are using the information the courts ordered Coinbase to turn over to the IRS to find U S customers who bought and sold bitcoins to make sure they pay their taxes. They’re mailing letters to people they believe...

The IRS collection process and what to expect

I was considering how my clients feel when they receive a letter from the IRS and the turmoil they are in so I thought I’d explain some of the letters to you. Keep in mind the IRS won’t start collection activity against you because you didn’t pay your taxes with your...

Four Keys to Achieving Financial Freedom by David C. Zubler

Four Keys to Achieving Financial Freedom by David C. Zubler "You will never do anything in this world without courage. It is the greatest quality of the mind next to honor." -James Allen Often, as we strive to keep our heads above water in these culturally crazy...

How To Get Out of Credit Card Debt Fast in America: 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 clients that I've walked with over the years...

August 2021

Scammers are using the Child Tax Credit as a new method to try to steal your personal or financial information. The scammer will pretend to be the IRS and even use a fake IRS website by posing as the IRS. and requesting information using the Child Tax Credit program...

October 2021

If you owed taxes or got a big refund when you filed your 2019 tax return, you may want to check your withholding. The IRS supplies a withholding estimator on its website. The estimator helps people determine if they are having the right amount of taxes withheld from...

February 2019

There are many new forms due to the tax law changes. Don’t be fooled by the 1040, it may look simpler, but most of the line items from the old form were just moved to 6 new numbered schedules. You will need to know which schedules are required to do your...

What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In America

There is this show I've been watching on Netflix called Heir Hunters, and it chronicles 30 research companies in the UK who race to locate surviving heirs when someone dies without a will. The research companies get a commission if they can locate the heirs. It's a...

January 2018

January Taxpayers claiming certain tax credits will not receive their refunds before late February. Tax returns are due on April 17, 2018. The employer deadline for filing W-2's and 1099's with the IRS is January 31, 2018. The IRS is reminding travelers who owe more...

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!

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