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.

Strategizing Your Central Florida Business’s Cash Flow Plan For 2019

2018 is FINALLY over, and we have a brand new year ahead of us ... and it feels pretty great. The year ahead is full of possibilities for your Central Florida business, and we are so privileged to walk alongside you in the financial aspects of these possibilities.And...

Six Underlying Needs For Effective Small Business Planning In Central Florida

So last week, I began the conversation around those foundational items of necessity for a "real" business that many business owners in Central Florida don't quite take into consideration when they first get started.These are the sort of things that can be the...

If There’s Another Government Shutdown We’re Here To Help Your Central Florida Business

You're wise these days if you don't pay close attention to the political tug-of-war that seems to be getting worse and worse. If so, you might not have yet seen that the federal government seems headed for another shutdown.Which is rough news for any poor schmoe out...

Effective Meetings Guidelines For Central Florida Companies Looking For Efficiency

Well, I don't want to alarm you but the chances are good that we DON'T have to meet anytime in the next couple weeks, as we move towards tax season.(That is, unless something has changed with your Central Florida business, and you need our help. Give us a call: (407)...

Jeannette Byrd’s Three Simple Steps Towards a Better Business Budget

It's amazing -- and scary -- how many Central Florida businesses operate without a true budget. Cash flow becomes their only barometer, and that often doesn't include an accurate picture of ongoing growth, or the health of a business.Look -- in addition to handling...

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...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Central Florida small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural...

Solving Problems in Central Florida Businesses with Effective Solutions

There's this idea out there among many wannabe Central Florida business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although...

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...

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...

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!