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.

Facts About IRS Audits

With all of the chaos out there right now, the division and shouting, it's helpful to try to tune out the shouting and focus on what is actually in our sphere of productivity. One way that the IRS has decided it can be more productive is by outsourcing their...

December 2020

Great news to end the year. According to IRS IR-2020-280, stimulus direct deposits may be going out as soon as December 29 and checks will begin to be mailed on December 30. The legislation provides a direct payment of $600 for individual adults who meet the income...

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...

November 2019

One of the latest audit triggers with the IRS is taxpayers who got subsidies for buying health insurance on an exchange.  The IRS computers are flagging taxpayers that don’t file returns after getting the subsidy or file a tax return that doesn’t correctly report...

Six Common Ways Taxpayers Receive IRS Audits

With the tax deadline bearing down on us, I thought I'd touch base today, to give you some thoughts on what could get you into hot water THIS tax season. And, well, really any tax season. Now ... sometimes, clients come to us from other professionals because they have...

March 2021

The Internal Revenue Service reminds first-time filers and those who usually don’t have a federal filing requirement to consider filing a 2020 tax return. They may be eligible to claim the Recovery Rebate Credit if they didn’t receive the amount of stimulus that they...

May 2019

The 20% qualified business income(QBI) deduction, for those individuals who qualify, is claimed on line 9 of the 1040 for 2018.  There isn’t a form for 2018 but starting in 2019 there will be a new form to fill out when you file your tax return to claim the 20%...

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...

April 2019

The due date for filing individual tax returns is April 15.  The IRS recommends that taxpayers file an extension if they need one.  Mistakes can happen when people are hurrying to file a tax return by the due date.  If you’re not ready, you can get a...

June 2021

The IRS is using information from Form 1099-K for audits.  If your business makes sales by credit card, it is important to correctly report the income on your income tax return.  If you don’t report the income from credit card sales on the correct line of your income...

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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