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.

A Basic Mid-Year Tax Planning Method for 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...

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...

September 2018

September News Don’t forget that the deadline for individuals who have filed and extension is October 15. The deadline is only for taxpayers who owe money. If you know that you won’t owe, there is no penalty for filing later. However, if you wait more than 3 years,...

David C. Zubler’s Next Steps After Settling With The IRS

What happens AFTER our company strikes a deal on your behalf with the IRS? The IRS agrees that you cannot pay back all of your taxes and that a settlement is in everyone’s best interest we have to make sure that the IRS Offer in Compromise remains in force. There are...

April: 2018

April: 2018     The tax filing deadline for individuals, partnerships and S corporations is April 17 this year.Use Form 4868 for individuals and Form 7004 for partnerships and S corporations. Extensions can be filed electronically or can be mailed in. When mailing...

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...

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...

Training Your Heart For Good Financial Stewardship In America

Working with my 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 use...

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...

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...

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!