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.

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...

The First Thing You Need To Do

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

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...

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...

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...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your business work cycle.?I'd love to know if you had a chance to consider putting this into practice,?send us an email using the email icon at the top right-hand corner of our site?when you...

Filing Late On Taxes? You Might Actually Be Among America’s Smartest

There are?less than two weeks?remaining before the tax deadline of April 17th.? Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure? that your return is handled as advantageously as...

How To Manage Money For American Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Steve Fuqua, EA’s Guide for Lending Money to Family Members

Family can take so many different forms these days, whether it's biological or otherwise, but for a certain segment of my Nationwide clientele, there is a particular privilege that might kick in this week:The parent tax.If you have children, what better way to teach...

IRS Scammers Are Targeting Vulnerable Nationwide Taxpayers

You probably already know this.If you've ever faced the pain of climbing out of the hole of an IRS debt, then you also realize that you get on all of the databases for debt consolidation and an abundance of over-aggressive marketing companies who want to take...

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.