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.

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...

Disaster Tips – Suggestions on how to Reconstruct Records for Individuals

I get asked often about disaster related questions.  Most of the time we are answering them after a disaster strikes, but I hope you are reading this before a disaster strikes.  If so, please take the time to save some of these records ahead of time in a water tight...

2017 Hurricane Relief for Businesses due to Irma, Harvey or Maria

Employee Retention Tax Credit Available to Businesses The Disaster Tax Relief and Airport and Airway Extension Act of 2017 (ACT), was signed into law on September 29, 2017 after Hurricane Harvey, Irma and Maria ravaged all or parts of Texas, Florida, Georgia, and...

Ask For The Sale! Rockledge 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 Rockledge business. We're not marketing "gurus" around...

Rockledge Small Business Debt Collection

How are things going for you? Is there something we can do to help your business during this final quarter of 2017? Do let me know. One nice way to make your quarter better is to get an infusion of cash. However, this is too often a rare occurrence. Too many Rockledge...

A Story, and Tax Planning 2017 for Rockledge Businesses

Story time today. Here we are, with Q3 of 2017 in the rearview mirror, and it's amazing how quickly things move. (And, by the way, this reminds me: have you considered making further pro-active moves to minimize your taxes for this year? With a few months left in the...

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!