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.

Total Cost of College for Nationwide Folks

Yes, there is chaos in the political world. Since it's not related to our vocation around here, I'll withhold comment, and let's move on to a happier conversation.Paying for college.(Yes, that was sarcasm.)So much ink (and an abundance of pixels) has been spilled over...

3 More Reasons Why More American Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends who trust us with their most sensitive financial details -- and we don't take that privilege...

Barry Fowler on Patterns and Habit, via Parable

Last week I wrote about worry, and this week ... well, the summer is fully upon us, and as things get hotter, some days I come into the office and with the intensity of the heat causing sleepiness, I occasionally find myself a little stuck. Can you relate? You see,...

How To Get Out of?Credit Card?Debt Fast : 6 Key Steps

Often, when you're faced with IRS debt, there are other nasty little financial problems out there that can tend to crop up. I have to tell you though, as I sat down to write this strategy note, it made me think about some clients that I've walked with over the years...

Solving Problems Businesses with Effective Solutions

There's this idea out there among many wannabe 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 the sharks do a...

Fuqua, EA’s Rules of Thumb for Life Insurance

Autumn is here, and in some parts of the country, apparently that already means snow...Weather is a close second to "life" in terms of unpredictability.So I think that means two things:You should always carry an umbrella.Your life insurance policy should be clear and...

Crypto Taxes and the Impending IRS Hammer

It seemed too good to be true. And, like all things that appear that way, it was. Virtual currency. Cryptocurrency. It was like a dream come true for investors. Tax free income on something that most people found impossible to understand, let alone to track and tax!...

A Few More Common Marketing Mistakes Made By Businesses

Seeing what has happened in our nation's fourth-largest city 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 while this is...

Training Your Heart For Good Financial Stewardship

Working with my clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think that we all could use...

Four Keys to Achieving Financial Freedom byBarry Fowler

Four Keys to Achieving Financial Freedom byBarry Fowler "You will never do anything in this world without courage. It is the greatest quality of the mind next to honor." -James Allen Often, as we strive to keep our heads above water in these culturally crazy times,...

How You’re Missing Legal Tax Deductions

When it comes to Tax Resolution and settling debts with government institutions, you can?t afford to mess around ? but nor can you afford to get in bed with ?sales rooms? masquerading as a professional tax office. There?s simply too much at stake. And there are too many landmines along the path.

 

We’re able to represent you in front of the IRS. We have been doing so on behalf of clients (both local and national) now for years.