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.

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...

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...

Four Keys to Achieving Financial Freedom by David C. Zubler

Four Keys to Achieving Financial Freedom by David C. Zubler "You will never do anything in this world without courage. It is the greatest quality of the mind next to honor." -James Allen Often, as we strive to keep our heads above water in these culturally crazy...

March 2019

Taxpayers are filing their returns and are being shocked with a smaller refund or even a tax bill to pay.  The IRS is not surprised.  When they issued the new tax tables last year they didn’t factor in the loss of exemptions or loss of some itemized...

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...

February 2018

February: Alert Some expired deductions were extended. For 2018 mortgage insurance has been extended as a deduction for one year for now. If you previously filed your taxes, the mortgage insurance deduction may not have been included on your software. Software...

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...

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...

How Much Do I Owe The IRS? David C. Zubler Can Help You Get Information From The IRS Discreetly

There is a lot of fear and angst in our culture these days. Sparked by tragic current events, as well as a general sense of disjointedness in our culture. But for many who might be reading this, there is another one that might be lurking latent beneath these other...

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,...

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!