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.

Dan Henn’s Thanksgiving Thank You To Rockledge Business Owners

Thanksgiving is over, which definitely seems to have come too fast this year.Because of the holiday, things are a bit slower -- but not by much. With so many changes for the business owner in this year's tax code, we're having lots of conversations with clients in...

Solving Problems in Rockledge Businesses with Effective Solutions

There's this idea out there among many wannabe Rockledge 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...

Sales Positioning For Rockledge Freelancers And Small Businesses

Have you ever heard of Mary Meeker? Perhaps not. But for those who follow securities analysts, she's a little bit like Michael Jordan. She's been issuing an "internet trends" report since the '90s -- and she's usually right. Which, I suppose, is rare for securities...

Financial Behaviors For Rockledge Business Owners (Part 2)

Being a business owner can be one of the most rewarding things in your life (along with your family and friends).  You work hard to satisfy your clients, customers or patients.  You try to be a good employer.  All the while you are trying to make a profit and grow a...

How Money Works For Rockledge Business Owners (Part 1)

Sometimes it feels like all we face is turmoil. And this feeling is not restricted to those Rockledge businesses who survive "month-to-month". Even the best-capitalized among us can get trapped by the ever-increasing cycle of impending doom. This is especially true if...

Dan Henn’s Four Keys To Smarter Interview Questions

Firstly, with the advent of technology like Google's new "Duplex" system, it's going to reach a point (sooner than we realize) that Rockledge businesses like yours -- and mine -- will have less use for employees that are mere "order takers" or who don't engage in...

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!