For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Tax and Financial Advice For Central Florida Business Owners Impacted By COVID-19

No, this is NOT just another "here's what we're doing about COVID-19" message.The time for that was last week. Every brand and their brother sent out those messages, and they lost their usefulness -- right now, it's a marketplace expectation that we're all taking...

The Coronavirus Impact On Business Around Central Florida

I want to check in with you, because these are obviously unprecedented times for ALL of us.How are things going for your business right now? Shoot me back an email through the email button at the top of the page and let me know.(I should say from the outset that I'm...

Three Overlooked Ways To Control Costs In Your Central Florida Business

I don't know about you, but my Facebook newsfeed is FILLED with so-called experts slinging around big revenue numbers in their business to grab my attention, and get me to sign up for their stuff.But, see ... I'm an accountant.And I know the truth: Revenue means...

How to Stop Wasting Time in your Central Florida Business

With all of the talk of quarantines, panic, and medical opinions flying faster than sports takes, there are so many unique, emotional temptations for us to give into these days.First, there's the fear. Clearly, I'm a tax accountant -- not a doctor -- so my advice here...

COVID-19 Updates For Central Florida Business Owners

How are you holding up? If you haven't yet done so, please do shoot me a quick note to let me know how your Central Florida business is managing.Depending on the situation, I have lots of ways to help ... some of which I'll give you details about today.I will continue...

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...

The Advantage a C Corporation Holds for Central Florida Businesses

Now that 2018 extended returns for businesses are truly put to bed now, we can turn our gimlet eye on 2019.And one thing that might be worth discussing is your operating entity.A quick rundown on business structures is never bad, ESPECIALLY when tax laws change and...

The New Stimulus Bill Has Huge Impacts For Central Florida Businesses

Some huge news is happening for Central Florida business owners, that I'm sure you've heard rumors about, so I wanted to reach out to you quickly with some first-blush details.I also wanted to offer this:If you have business associates or friends who need help...

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...

What Your Central Florida Business Must Do While Awaiting SBA Payroll Loans

Before I get into some of what we have learned over the weekend about the SBA payroll program, I want to speak to you -- business owner to business owner.To survive in this hour, you will NEED two major qualities: Clarity and Patience.The SBA payroll program offers a...

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!