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.

Going “Green” in 2021

Stop me if you’ve been here before – your trash can is filled with junk mail, you don’t have a stamp (or an envelope) to send that invoice to your client, and your printer isn’t working because you’re out of ink. Now, I’m ALL for saving the environment, and that’s...

What Does The CARES Act Mean For Your North Atlanta Small Business?

These days are moving VERY quickly, and we are working VERY hard to get communication out to our North Atlanta clients and friends.You probably already heard that the CARES Act (the mammoth 880+ page disaster relief bill) was signed over the weekend, and help IS...

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...

Financial Counsel For Attorneys At Law

Business has gotten more challenging for law firm owners like you over the past few years. Many law firm owners have shared with me that while they enjoy owning and operating their law practice... It can be hard to know if they’re doing the right things and making...

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...

Five Ways To Get Small Business Help Right Now For Your North Atlanta Business

I'd like to simplify things for you today. There is so. much. noise. right now about how to survive (even thrive) in the midst of this very difficult season. "Pivot" they say. And yes, if you are running a business, these times call for a bit of a shift. Only a very...

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...

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...

Tax Time For The Year 2021

With the New Year, it’s time to begin to sort out taxes. W-2s will be in the mail soon, and time is rapidly running out for you to make contributions to retirement accounts. If, like many folks, you’re ready to go ahead and get your taxes filed, here’s some few tips...

The New Stimulus Bill Has Huge Impacts For North Atlanta Businesses

Some huge news is happening for North Atlanta business owners, that I'm sure you've heard rumors about, so I wanted to reach out to you quickly with some first-blush details.I also wanted to offer this:If you have business associates or friends who need help ensuring...

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!
CosmoLex CAP Trustegrity Quickbooks ProVisors Black Accounting, INC. AICPA Member Profit First Professional