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.

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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.

How Orlando Businesses Can Market More Effectively In This New Normal

I have some ideas for Orlando small business owners to chew on today about how to connect more clearly and deeply with your clients and prospects, but before I get there, some news:There is still no word about automatic PPP forgiveness for smaller loans (under $150K),...

Passing Down Your Orlando Family Business

There is talk right now that Congress might enact automatic forgiveness for all PPP loans under $150K. This would be a sigh of relief for Orlando small businesses (and their accountants!) everywhere. Nothing has been passed, but it's under strong...

Offer In Compromise Mills And Other Tax Scams For Orlando Taxpayers To Avoid

Every year, the IRS releases their list of what they call "the dirty dozen".(Apparently, the marketing gurus who work at the IRS think that if they give it a catchy name, maybe even a pop-culturey one, the people will pay more attention.)But aside from the cheesy...

PPP Forgiveness Reminders For Orlando Businesses

Doing business in the summer of 2020 sure ain't easy.I have Orlando clients all over the spectrum -- some whose businesses are on their last legs because of social restrictions and lockdowns, some who are hanging steady, and some who have found ways to grow.Many have...

Is It Time For Your Orlando Business To Get A New Tax Accountant?

I'm going to take a moment to address those of you who might NOT be using our services thus far. There's a word or two for current Orlando clients here as well, but allow me to explain.You see, sometimes, you just know you need to make a change, but the timing isn't...

Thank You Orlando Small Businesses

Lifting my heavily-lidded eyes to peer up through the haze of government forms and procedures, I peek at the calendar, which today says: July.And we are still doing tax work.This year has been insane. Yet we have had the PRIVILEGE to walk alongside you through major...

What To Try When Your Orlando Business’ Receivables Are Slowing Down

At the end of last week, the House approved the Senate's action of extending the PPP loan availability for 5 more weeks, and the President signed it shortly thereafter.This means that approximately $129 billion in remaining PPP funds can be tapped by Orlando...

The Best Way For Orlando Taxpayers To Get Answers About Tax Debts

With all of the chaos we've been enduring, word on the tax professional "street" is that there is coming a FLOOD of people who will be owing tax debts to the IRS (and the SBA) in a few months.With unemployment as it (still) is, and the economy not fully reopening...

Using KPI’s For Your Orlando Business

Scattershotting around the world of SBA loans and taxes here before the huge deadlines looming on July 15th.(As a reminder: 2019 personal tax returns and payments, first AND second quarter 2020 estimated tax payments are ALL due on Wednesday, July 15th.)We're working...

Hey Orlando Business Owners, Do You Understand The Value of Time?

How are you and your Orlando business hanging in there these days? I'd be interested in what kind of revenue you're managing (unless you've already given us visibility into your books -- I can see for myself).Shoot me an email, and let me know. I might have some ideas...

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!