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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.

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...

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...

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...

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...

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...

David C. Zubler’s Seven Negative Results And Six Painful Consequences For Unfiled Tax Returns

The IRS just began receiving tax returns this week, and Tax Preparers all over the nation are cranking and grooving along, finding all kinds of savings on behalf of clients ... as well as chomping at the bit to help them on THIS year's taxes. The buzz around the tax...

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...

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...

October 2018

October News People who have large cash deals can receive unwanted attention from the IRS. This includes cash deposits to banks and purchases from car dealers and other types of businesses. These transactions are reported to the IRS on Form 8300 and are a source of...

August 2019

There have been some big bipartisan tax changes passed by congress and signed by the President recently. The Taxpayer First Act includes mandates for improved customer service, Identity protection, easing of enforcement, modernization of the IRS, cybersecurity and...

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!