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.

What To Do If You’re Among Those Orlando Taxpayers Who Missed The Tax Deadline

There are two kinds of taxpayers right now.Those who filed their taxes.And, well, those who didn't.There are MANY reasons why you might be in that second group, and there doesn't need to be any shame attached to it.But for those who haven't yet filed (maybe that's...

What Is The Proper Role Of A Orlando Small Business Owner?

Firstly, I gotta say -- we're past the midpoint of October, and, well ... the calendar is speeding up.Sure, looking back from an historical perspective might still enable us to find some deductions. But by the time the end of the year hits, it'll be too late to fix...

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...

Estate Planning For Clermont, FL Business Owners

We're rolling through busy season, and have begun to connect with many of our great Clermont, FL 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...

Increase Profits For Your Orlando Business With Effective Compensation Strategies

We're still waiting on Congress to reconcile the different tax reform plans passed by the House and the Senate, but we do know a couple things. First, it looks pretty certain that you're not going to be able to deduct your state and local income taxes in 2018.  Both...

Kimberely Bates’ Four Keys To Smarter Interview Questions

First, with the advent of technology like Google's new "Duplex" system, it's going to reach a point (sooner than we realize) that Orlando businesses like yours -- and mine -- will have less use for employees that are mere "order takers" or who don't engage in...

Key Performance Indicators (KPI’s) for Your Orlando Business Work Goals in 2018

Happy New Year! It's time to turn the page... If you've been paying attention, I've been diving pretty deep into the new tax regime under which we are NOW operating.  What will be interesting to see is the *actual* technical guidance from the IRS about all of these...

Get Stuff Done With Bates’s Productivity Tactics

It's Cyber week, and as is my habit, this strategy note is being composed early in the week. Plenty to do this week, and gotta get ahead, after all. Did your Orlando business run a sale for the holidays, or Cyber Monday or Black Friday?  If not, you may have (ahem)...

Outlining What Occurs During A Business Audit For Orlando Businesses

Our Orlando business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct accounting assistance, we wear many hats on behalf of our favorite business owners.But here's...

Bates’ Key Reminders For Financial Peace

Last week I wrote about all the chaos that our culture seems to be experiencing, and how things feel like they are fraying around the edges.Well, not only do we seem to be more divided than ever (with a heaping slice of online bitterness thrown in), but each of us...

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!