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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.

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...

January 2019

January news The IRS will be begin accepting returns on January 28th and will issue refunds even if the federal government is still in partial shutdown. The IRS will bring back some of its workers as needed to process returns and send out refunds. The IRS has...

Smart Planning for Financial Independence in America

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I'd like to speak some encouragement to you. A few people in wrote me saying that they were feeling pretty dispirited...

TCJA effects on business meals.

Business meals are now once again based on “ordinary and necessary” business expense rules. The TCJA removed the “directly related and associated with” requirements from business meals. So how does this effect you? This is actually good news for you.  I will list...

August 2018

August News The new 2018 limit on state and local taxes is $10,000. Four states are suing the United States government claiming the $10,000 limit is unconstitutional, on the bases that it interferes with the states rights to make their own taxes. Self-employed...

David C. Zubler 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,...

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...

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...

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...

July 2019

Members of the National Guard or military reserves, Thank You for your service.  You may be able to write off the cost of travel to drills or meetings.  If you travel more than 100 miles from home and are away from home overnight, then you qualify.  You...

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!