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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.

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,...

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...

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...

November 2018

November News The 2018 tax laws have made it easier for the IRS to apply the accuracy-related penalty for substantial understatement of tax when the 20% business tax is involved. The threshold is now the larger of $5,000 in extra tax or 5%. If you buy a heavy SUV used...

May 2018

May: 2018 The IRS encourages taxpayers who typically itemized their deductions on Schedule A of the Form 1040 to use the Withholding Calculator this year to perform a “paycheck checkup.” The IRS encourages everyone to use it as soon as possible. Waiting could have a...

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%...

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...

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 for you. Keep in mind the IRS won’t start collection activity against you because you didn’t pay your taxes with your...

February 2020

The IRS is advocating for strong security to safeguard your identity.  There are many scammers trying to get your information by impersonating IRS workers on the phone.  Remember, the IRS won’t make aggressive phone calls that threaten arrest or...

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...

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!