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.

Brand Leverage: How to Maximize your Small Business’ Strengths

Some nice news from the oh-so-kind people at the IRS. Shoot, I probably should have told you this sooner, so you could EAT BETTER.The "meals" deduction is back!Per the guidance released earlier this month, we can once again deduct MEALS for business. (Entertainment is...

Cash vs. Accrual Accounting: Two Main Differences For Businesses To Consider

I have seen plenty of businesses get into hot water because they were using the wrong method to track their cash.Yep, today, let's talk accounting. :)Specifically, whether your business should operate as CASH or operate as ACCRUAL. Cash is a great option to start....

Ask For The Sale! Business Owners Sales Psychology

I make it my goal in these weekly notes to pass along information which has proven useful to our firm and our more successful clients. I do this because we want to be a partner with you in helping you grow your business. We're not marketing "gurus" around here, but we...

2017 Year-End Tax Strategies for Business Owners With Tax Reform In Mind

The holidays are funny for business owners. And, I must tell you, especially so for tax professionals like me. Every year, Congress delivers updates to the tax code, seemingly at the very last minute, so my staff and I are often working over the holidays when others...

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...

How Business Owners Can Win The Day Through Micro Tasks

It's April. And that means, well -- it's PROCRASTINATION season.Our phones are ringing off the hook, and our inboxes are clogged with people who are looking for tax help. Fortunately, our business owner clients (usually) are a little more ahead of the game.But just...

The Powers and Limitations of IRS Auditors by Kyle Dickmann

No matter the time of year, the IRS Audit and Enforcement people are always on the prowl for new cases, and their first step, should you find yourself in their crosshairs, is almost always the audit. Dealing with an audit, even if only via correspondence, is never fun...

Marketing Tactics that Lead to Business Growth, by Kyle Dickmann

Here we are in June (!), and I'll open this here with a reminder to many of my business owner friends (because most of you have to deal with this): estimated taxes for the second quarter are due June 15th.This one always feels as if it came a little quick (two-month...

About those resolutions…

Now that we’re heading into the second month of 2020, I really wanted to check in to discuss those resolutions you made.   We ALL know that most of us fall back on the old “New Year, New Me” stuff, but aside from losing weight, eating better, and making more money,...

Smart 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...

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!