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.

Mapping Out Your Central Florida Prospective Customers’ Experience

Hopefully, you aren't too locked into national news, stock market jitters, trade wars, etc. As a Central Florida business owner you've gotta keep your head in your own particular game.But you must know this: with all the gloom out there, our mutual customers are...

Smart Central Florida Employers Are Rewarding These Four Traits In Their Employees

There was some large-ish news last week about some of the top corporate leaders in the world, and a new focus from influential CEOs (including from Walmart, Apple, Pepsi, and others) that "they must also invest in their employees, protect the environment and deal...

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 Guidelines for Developing a Successful Referral Network For Your Central Florida Business

I've noticed something over the years about particular business people.Scratch beneath the seemingly successful exterior, and there is something very ... small about them. They are always looking for that edge over other people, and are continually in "take" mode.And...

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...

Everything You Need To Know About Tax Records For Central Florida Businesses

Tax season is over.Just like the North Pole elves in the Will Ferrell classic, Elf, perhaps your team could use a brief moment of celebration before getting back to work?Although it's a relief now, remember that tax season isn't a one-time occasion. The decisions you...

Four Non-Bank Options for Small Business Financing

When many people start a business, they do so using their own resources and funds. And there can be great wisdom to this ... retaining control, a more lucrative exit, etc.But it also puts your own personal resources on the line, and there are greater risks, as well as...

The First Thing You Need To Do

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

Three Key Reasons You Should Consider Offering Unlimited PTO For Your Central Florida Company

That old adage isn't actually accurate. In my line of work, I'm learning something that it would behoove you to also understand:Time is actually worth more than money.So many Central Florida businesses have internalized this reality, and have built huge enterprises...

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...

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!