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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.

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...

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...

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...

June 2020

The Stimulus checks have been sent out.  The Government may not send you a check they may be sending you a prepaid debit card instead.  The cards will come in a plain white envelope from Money Network Cardholder Services.  If you haven’t received your...

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...

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...

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...

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...

August 2018

August News The new 2018 limit on state and local taxes is $10,000. Four states are suing the United States government claiming the $10,000 limit is unconstitutional, on the bases that it interferes with the states rights to make their own taxes. Self-employed...

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%...

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!