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.

How Orlando Business Owners Can Win The Day Through Micro Tasks

It's April. And that means, well -- it's PROCRASTINATION season.Our phones are ringing off the hook, and our inboxes are clogged with Orlando people who are looking for tax help. Fortunately, our business owner clients (usually) are a little more ahead of the game.But...

Watch Out for Tip Creep in Your Central Florida Business

I’m sure you’ve noticed the rising pressure to tip in recent years. You go to pay for your drip coffee, the barista flips over the kiosk, and you’re confronted with the request to tip.And also wondering… Am I obligated to tip you to pour a cup of drip?Of course, no...

The Scoop on Property Seizure for Central Florida Taxpayers

Everyone can agree that the solid bedrock of any relationship is communication.And, as any couple knows, failing to communicate means backlash and a heap of relationship issues. Non-communication elicits drastic responses. I’m not just referring to your...

Central Florida Taxpayers: Dissipated Assets and Their Effect on IRS Debt Repayment

It’s easy for Central Florida taxpayers to fall on the wrong side of tax debt when things are tough economically. But what about consistent negligence even when you have the money? Well, that’s another case altogether. And the IRS isn’t prone to playing nice or making...

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...

Kimberely Bates’ Updated Tax Preparation Checklist for 2019

Tax season 2019 is inexorably moving forward. We now have less than two months before personal federal taxes are due. Which, of course, means that it's time to get started if you haven't yet done so already.I'm here today with a large checklist that you can work from,...

Kimberely Bates’ Next Steps After Settling With The IRS

With Memorial Day behind us, let's talk about what happens AFTER we are able to strike a deal on your behalf with the IRS. Because after all, that really is the goal here isn't it? So ... the IRS agreed that you could not pay all of your taxes back and that a...

Three More Questions To Consider in 2018 For Your Orlando Small Business Plan

We are in that "calm before the storm" period before the busy season begins in earnest for us, and it's a great time for us -- and for you, in my opinion -- to take stock. As we prepare for the increased activity and communication level that always comes this time of...

Three Tips On How To Succeed as an Entrepreneurial Business Owner in Orlando

Now that TY2017 is behind us, it is time to turn our greedy eyes towards the savings possible for you and your Orlando business in the "new" tax code under the Tax Cuts and Jobs Act of 2017. And there are many ways to save with these new regulations. One of the most...

Kimberely Bates’s Tips for How to Raise Your Prices Properly

Did you hear the news from last week’s inflation report?Consumer prices increased more than 5% between May 2020 and May 2021.Given the Federal Reserve’s 2% inflation target, that’s a pretty steep increase.Have you taken a look at your own cost of doing business...

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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