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.

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

Leading Through Change In Your Central Florida Small Business

Goodness gracious, has there ever been change this year. I'm mostly referring to all of the new regulations in the tax code: the fact that strategies that "used to work" to reduce our clients' tax burdens might not work in the same way as they did in the past.Politics...

A Few More Common Marketing Mistakes Made By Businesses

Seeing what has happened in our nation's fourth-largest central-florida has been a sobering reminder of the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your Central Florida business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our...

Marketing Tips for Small Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

One Trump Tax Plan Mistake That Jeannette Byrd Wants You To Avoid

The internet can be a confusing, anxiety-inducing space.The national news is downright scary (and tragic), and places that used to be the province of baby pictures and goofy status updates are becoming increasingly divided over cultural questions and differences.But...

A Central Florida Business Owner’s Holiday Prayer

Here we are, smack in the middle of the Central Florida holiday season, and not only is the federal government shut down for the foreseeable future, but the political and cultural logjams are becoming ever more entrenched.At least we have these holidays.But then I...

The Pareto Principle And Your Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be really tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

Key Year-End Tax Moves Central Florida Businesses Should Consider

There are so many things for Central Florida business owners to consider at the end of the year. From year-end profitability analysis, to staff bonuses, to marketing initiatives to capture year-end spending ... do not neglect this wonderful opportunity for the...

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!