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.

They’ll Only Make You Think It’s Hard to do

The COVID pandemic has changed a lot of people’s financial pictures, and with tax season knocking on the door, a lot of folks are more worried than ever before. I’m not trying to strike a somber tone, just a realistic one. Not a day goes by without a call here in the...

7 Tips for a Valid and Running Accountable Plan

One of the many tax planning strategies we use with our clients id the use of an accountable plan. This allow the firm to provide reimbursements for employee’s business expenses without having to pay payroll taxes on the disbursements. To ensure you’re all set without...

Things To Consider With Financial Advisors

Just about every day, the phone rings with a client or a friend of one asking about financial advisors. "Do I know this firm?" "Are they any good?" "Can I trust them?" All great questions, and all revolve around one root concern: What should we look for when we try to...

Don’t Be Caught Off Guard, Prepare Early For Next Tax Season!

Keep track of your income and expenses for IRS regulation compliance. One practical way to save money is to keep track of your income and expenses throughout the year. It will help you to stay organized and efficient with your spending. You can use a simple...

Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

Does Your Accountant Specialize in Accounting for Law Firms?

As a solo practitioner or law firm owner, you make hundreds of financial decisions every week about money, accounting, taxes, payroll, banking, etc. There comes a point where every law firm owner should lean on an experienced CPA for advice and guidance on maximizing...

The Coronavirus Impact On Business Around North Atlanta

I want to check in with you, because these are obviously unprecedented times for ALL of us.How are things going for your business right now? Shoot me back an email through the email button at the top of the page and let me know.(I should say from the outset that I'm...

Attorneys: Are You Maximizing Your Law Firm’s Profitability?

Solo practitioners and small firms make up the majority of the legal profession, but so many of the law firm owners I talk with are struggling now more than ever. In your business, time is money. It is important that you do what you can to streamline non-billable...

White Coat Tax Savings

Do you get frustrated during the tax period? You've worked hard this year, so now it's time to compensate for the piper. Yet no one needs to spend additional income taxes than they actually should. Just be smart about it and don't fall for such potentially dangerous...

Take Your Law Firm’s Profits to The Next Level

Can I tell you a story? I think you might be able to relate. I grew up in Prince George’s County, just outside of Washington DC. I didn’t have much as a kid. We struggled. I had a dream of something better, and I had to hustle and grind my way up from the bottom. I...

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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