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.

Keeping Your Retirement On Track

Let's face it, one of the single biggest stressors we face is watching the balances on our retirement accounts. A few dollars up, a few dollars down each week (or each day) and each of these collectively tiny swings feels like it's taking years off our lives. So what...

Estate Planning For North Atlanta Business Owners

We're rolling through busy season, and have begun to connect with many of our great North Atlanta clients. Already wrapped a few very elegant tax returns (if I do say so myself).One of my favorite things about this time of year is connecting with all of you, and...

Travel Nurse Tax Deductions

There are so many benefits of being a travel nurse. Not only do you get to travel the world, now there are tax deductions that you can take advantage of! Let's first discuss why filing taxes as a travel nurse can be a little more complicated than the norm: Multiple...

How To Support Your Employees: Making Use of the Section 139 Disaster Relief

When you think about businesses, the most important element that makes it work is the group of people that it is composed of. That is why when disasters happen, most employers understand that the best asset that they have is their employees.  Employers would want the...

What You Need to Know About the Paycheck Protection Program (PPP)

Last Saturday, President Donald Trump signed a bill that reopened the application window for the Paycheck Protection Program (PPP). It was just a few hours until it was scheduled to close when the U.S. House of Representatives and the Senate approved the legislation...

An SBA Funding Update And Four Scenarios Your North Atlanta Business Could Be In

The second round of PPP funding began this Monday at 9:30AM Eastern. This funding was $322B (as opposed to the first at around $349B). The first round of $349B funded 1.6MM business. As for those who were waiting on that first round, the SBA hasn't shared recent...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Atlanta small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural chaos...

How to Stop Wasting Time in your North Atlanta Business

With all of the talk of quarantines, panic, and medical opinions flying faster than sports takes, there are so many unique, emotional temptations for us to give into these days.First, there's the fear. Clearly, I'm a tax accountant -- not a doctor -- so my advice here...

Tax and Financial Advice For North Atlanta Business Owners Impacted By COVID-19

No, this is NOT just another "here's what we're doing about COVID-19" message. The time for that was last week. Every brand and their brother sent out those messages, and they lost their usefulness -- right now, it's a marketplace expectation that we're all taking...

A Few More Common Marketing Mistakes Made By Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder of the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this is...

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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