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.

Tracking Your Key Business Metrics For Your Rockledge Company

Oh, you thought that since March Madness is over that I wouldn't shoehorn another metaphor? You thought wrongly.I'm here with some ideas for how you and your Rockledge business should be "keeping score" today. (See what I did there? ... um ... because in sports you...

How Rockledge 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 Rockledge people who are looking for tax help. Fortunately, our business owner clients (usually) are a little more ahead of the...

Outlining What Occurs During A Business Audit For Rockledge Businesses

Our Rockledge business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct accounting assistance, we wear many hats on behalf of our favorite business owners.But here's...

Three Key Reasons You Should Consider Offering Unlimited PTO For Your Rockledge Company

That old adage isn't actually accurate. In my line of work, I'm learning something that it would behoove you to also understand:Time is actually worth more than money.So many Rockledge businesses have internalized this reality, and have built huge enterprises...

Four Key Steps For Effective Customer Care By Dan Henn

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Rockledge businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having someone...

Dan Henn’s Three Simple Steps Towards a Better Business Budget

It's amazing -- and scary -- how many Brevard County businesses operate without a true budget. Cash flow becomes their only barometer, and that often doesn't include an accurate picture of ongoing growth, or the health of a business.Look -- in addition to handling...

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!