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.

Leading Through Change In Your Small Business

Goodness gracious, has there ever been change this year. I'm mostly referring to all of the new regulations in the tax code: the fact that strategies that "used to work" to reduce our clients' tax burdens might not work in the same way as they did in the past.Politics...

What Are My Chances of Getting Audited? 11 Tips For Small Businesses

On March 15th, 2018, Subchapter S Corporation (S-corps, for short), have their tax returns due. We're already on top of things for our clients, but this is a quick reminder to you to make sure that we've communicated, and that your books don't contain any "hanging...

The Most Important Factor in Small Business Valuation

I've heard from many of my business owner contacts over these last few months, thanking me for the notes that we put together, sending thoughts and questions -- and letting me know that they've sent their friends to see us for their business and family tax needs....

Is a C-Corp or S-Corp Right for Your Business?

With our nation celebrating its 242nd birthday, and all of this talk about "independence" flying around, I have a question for you -- one that I think you should think hard about: Are you achieving the independence you wanted in your business? As you know, it is hard...

Developing An Employee Compensation Plan For Your Organization

As your business grows, there's an underlying asset which propels your growth: your people.Now, for some of my clients, "people" mean, well ... you. But even in that case, what I have to say today will still matter.Because what I'm talking about today matters just as...

The Simple ‘Why’ For Businesses To Consider Professional Mentoring

Whether or not the federal government's continued (as of this writing) partial shutdown affects you, the IRS did manage to pull in about half of its workforce, despite not offering them a paycheck -- which would be a pretty great deal for an organizational leader,...

Does Your Cost Structure Match Your Company’s Value

Here's an unfortunate reality: many businesses offer amazing value, but struggle to make enough money because they don't charge enough.Thinking they are offering customers "a good deal", their business suffers as a result of selling themselves short.But whether our...

Key Marketing And Sales Metrics Your Business Should Track

It's a large part of my job to work with business owners by "picking up the pieces" of their finances, and, unfortunately, it's often too late to have done any good. And of course, we work with plenty of thriving businesses in by helping them spot hidden opportunities...

2018 Tax Reform Update And A Holiday Prayer from Kyle

Unless something crazy happens this week, we have a new tax plan. If Congress-watchers are right, the House and Senate should vote to pass this new bill, and it will be signed by President Trump before Christmas. I'm writing this on Monday the 18th (a busy week is...

How To Get Out of Debt Fast in 6 Key Steps by Kyle Dickmann

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...

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!