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:

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Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

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Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

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IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Ransomware Defense Steps to Protect Your Central Florida Business’s Computer Systems

No matter your line of work, your computer might be one of your most glaring vulnerabilities ... and it's one that too many Central Florida business owners I've worked with don't fully address.Even if you work with your hands, and you're a sole practitioner (a...

How Central Florida Businesses Can Raise Prices Without Losing Customers

Are you watching your COGS these days?(I, ahem, hope you know what those letters stand for, because if not ... well, then we should DEFINITELY talk. 386-257-1040 )Has it gone up?You're probably not alone given what kind of signals the economy is sending these days.In...

All Things PPP For Businesses in Central Florida

We are knee deep in tax forms with the 3/15 deadline looming for corps.On top of that, of course, Congress continues to throw new things our way. The House passed the "American Rescue Plan" and there are stimulus-ish things to pay attention to.One provision of note...

How Central Florida Businesses Can Build a Quality Prospect List

How’s your client/customer list faring these days?If you’re like every other business around you, you’ve got some churn happening. People move, change jobs, experience a shift in financial circumstances … the list goes on. Even in predictable economic times (remember...

Small Business Mentoring For Your Central Florida Business

Did you know that about 20% of small businesses fail in their first year? That’s a daunting statistic for anyone starting a new Central Florida business. And, even scarier, is the reality that companies with owners younger than 30 are even more likely...

Using an IRS Accountable Plan to Maximize Deductions for Your Central Florida Business

Any of you Central Florida business owners remember those halcyon days when you could "talk a little business" with somebody while traveling ... and then you got to write off the whole getaway on your taxes?Even if that ever really happened, that ain’t today. Now, the...

Business Bank Account Basics for Central Florida Business Owners

Have you been able to keep your mind clear? Have you kept your time-limited output and attention focused on your Central Florida business? I hate to repeat myself, but this is so critical during these globally anxious days. Your business, your team – your FAMILY...

Financial Planning: One of the Best Employee Benefits Central Florida Businesses Can Offer

This past weekend’s NFL playoff games were maybe some of the best post-season games to watch in a long, long time… with some of the most unexpected outcomes. Who would have believed that all but one of the top teams from the regular season would be unseated from a...

Central Florida SMB Owners – Don’t Panic About The Business Supply Chains

Remember when the monster cargo ship Ever Given jammed the Suez Canal? After the Givenhad been stuck just five days, almost 400 other freighters were backed up waiting to pass through the Canal. Experts began predicting temporary shortages of everything from exercise...

Employee Retention Strategies for Proactive Central Florida Bosses

Your employees are happy, right? They’re never going to leave you ... right?They’re not looking for another Central Florida job ... uh ... right?You know what the answers are: Maybe, wrong, and I sure hope not.Sooner or later, the advantage will swing back to you, 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!

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