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.

5 Effective Marketing Tips For Your Rockledge Small Business

Have you noticed that traditional styles of advertising are getting more and more stale? That's because the online world has torn down so many different barriers that we don't realize how much has changed, until we take a look at the real numbers. And across many...

The Billionaire Mindset by Dan Henn

More than being only bean counters or tax strategists for our Rockledge clients, we make it a point to study what works well for our most successful clients, and (with all confidentiality) pass along principles we've seen work in various businesses. On top of that, we...

How to tell when it is an IRS agent at your door!

It happens to the best of people. They get behind in filing their tax returns or even paying the amounts due.  It happens for many reasons, they or a family member was sick or recently died (recent could be 2-3 years ago as we all process grief differently), someone...

Business Succession Planning Essentials by Dan Henn

The final quarter is a great time to take a look at where things have gone for your Rockledge business, and that's perhaps an obvious point. But now (before the holidays really hit), it might also be an even better time to take stock of where you are headed LONG term...

Know the Value of Your Time: A Rockledge Entrepreneur’s Guide

Is there an additional way that we can serve your Rockledge business? Please shoot me an email using the button at the top of this page and let me know what's happening in your business, and what seem to be your greatest needs right now. I'd love to speak into it for...

Effective Advertising: How To Find It In Rockledge

As you may or may not already know, this is the final week before extended tax returns are due (Monday, October 16th is the due date this year), so we are working hard here in our Rockledge offices with those clients who placed an extension on their filing, to make...

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!