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.

Everything You Need To Know About Tax Records For Rockledge Businesses

Tax season is over.Just like the North Pole elves in the Will Ferrell classic, Elf, perhaps your team could use a brief moment of celebration before getting back to work?Although it's a relief now, remember that tax season isn't a one-time occasion. The decisions you...

Why Soft Skills Are The Future For The Rockledge Workforce

We work with many Rockledge business owners, so that means that the April 15th deadline doesn't carry quite the same "relief" that it does for many firms who work primarily with individual tax returns.Which is one of the reasons why you still see me posting a strategy...

Resilience And Rockledge Business Growth

If you were a client of ours this tax season, you're probably feeling fine about your tax return.But on the chance that you were not ... we've helped many Rockledge business owners "make the switch" over to us, year after year. I know that you may have established a...

Thank You For Making The 2019 Tax Season Our Best Ever

Here we are, and "tax season" is behind us.But the truth is that tax season actually never ends for us. We just get a little less busy. But what a 2019 tax season it was.Thank you so much for your trust, and for allowing us to walk with you during such a sensitive and...

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...

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!