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.

How Central Florida Business Owners Can Win The Day Through Micro Tasks

It's April. And that means, well -- it's PROCRASTINATION season.Our phones are ringing off the hook, and our inboxes are clogged with Central Florida people who are looking for tax help. Fortunately, our business owner clients (usually) are a little more ahead of the...

Jeannette Byrd’s Essentials On Small Business Insurance Coverage

"Go start a business!" they said."It'll be fun and you'll make a lot of money!" they said. "FLEXIBILITY!" "BE YOUR OWN BOSS."But then ... well, you are your own boss now. And there are so. many. things. to think about beyond what you got into your business to actually...

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...

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...

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...

Four Key Steps For Effective Customer Care By Jeannette Byrd

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Central Florida businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having...

Outlining What Occurs During A Business Audit For Central Florida Businesses

Our Central Florida business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct accounting assistance, we wear many hats on behalf of our favorite business owners.But here's...

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

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...

What Success Looks Like In Reality For Central Florida Businesses

Lots of email responses and activity were prompted by last week's note on the new 20% deduction for pass-through entities (if you didn't get it or missed it, shoot me a note by clicking the email button at the top of the page and I'll forward it along), and we're...

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!