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.

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...

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...

Is It Time For Your Central Florida Business To Get A New Tax Accountant?

I'm going to take a moment to address those of you who might NOT be using our services thus far. There's a word or two for current Central Florida clients here as well, but allow me to explain.You see, sometimes, you just know you need to make a change, but the timing...

Financial Planning: One of the Best Employee Benefits Central Florida Businesses Can Offer

This past weekend’s NFL playoff games were maybe some of the best post-season games to watch in a long, long time… with some of the most unexpected outcomes. Who would have believed that all but one of the top teams from the regular season would be unseated from a...

Using KPI’s For Your Central Florida Business

Scattershotting around the world of SBA loans and taxes here before the huge deadlines looming on July 15th.(As a reminder: 2019 personal tax returns and payments, first AND second quarter 2020 estimated tax payments are ALL due on Wednesday, July 15th.)We're working...

Commercial Real Estate Opportunities In Central Florida NOW

As a Central Florida small business owner, you’re no doubt fully aware of the importance of your business location. This is especially the case if you have a retail store or deliver a service where Central Florida customers come to you -- you need a location with ease...

Will Your Central Florida Company Be Giving Year-End Bonuses?

The plot to one of the most iconic Christmas movies of all time, Christmas Vacation, centers on one holiday hope: the year-end bonus.Clark Griswold, as "the last true family man", decides he will use his promised year-end bonus to install a pool in his family's...

The New Stimulus Update and Tax Issues for Central Florida Filers

The "American Rescue Plan" has been finalized. And there are things about the new stimulus update our Central Florida clients should know.While I normally write weekly, there is information in this strategy note that you need to know about now that might even impact...

Jeannette Byrd’s Annual Holiday Prayer

In this holiday season full of conflict and impeachment, I'm ever more encouraged to see outside of my own situation, and practice empathy for those around me.And as the years go along, I'm increasingly aware of how this holiday season is a time of joy for many, as...

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...

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!

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