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 Are My Chances of Getting Audited? 11 Tips For Orlando Small Businesses

On March 15th, 2018, Subchapter S Corporation (S-corps, for short), have their tax returns due.  We're already on top of things for our Orlando clients, but this is a quick reminder to you to make sure that we've communicated, and that your books don't contain any...

Kimberely Bates’ Small Business Cash Flow Controls

... cash flow.Shoot, this is even true for any nonprofit of any kind of substance.And yes, my meticulous tax accountant's brain is kicked into high gear in this response, but you need somebody in your corner who is thinking about these things, or your Orlando business...

Kimberely Bates’ Business Negotiation Skills FTW

Alright Central Florida business owners, we’re going to move aside from tax-related things today (though there will be PLENTY to talk about as Congressional plans unfold) ... and circle back into the nitty-gritty of how business works and share with you some business...

Central Florida Taxpayers with IRS Problems: How to Choose the Best Tax Advisor

The new year train has rolled out of the station and is picking up momentum already. First stop? Tax season.If you haven’t been thinking about or preparing for it, you should be! Especially if you’ve got unfiled taxes or owe back taxes. It’s really time to face those...

Kimberely Bates’ “Help Us to Remember” Holiday Prayer

It's Monday the 20th, as I put this together, and many of our Central Florida clients and friends are gearing up for a very different kind of holiday week.I'm very aware that while the holidays are a time of joy for many, they are just as often a time of pain for a...

Kimberely Bates’s Thoughts on Being Thankful in Difficulty

“It was the best of times. It was the worst of times.” I think we can agree that Charles Dickens’s famous lines ring true when looking back at 2020 and 2021 (though “best” might seem like a stretch).With employees shifting their worlds to make room for new priorities,...

An Important Update For Central Florida Taxpayers On IRS Notices

Even as a Central Florida tax professional, when I get a letter from the IRS addressed to my business (or, worse, to my home), I share with you that feeling of initial trepidation: what fresh hell will I now have to deal with?More often than not, it's something...

Brand Leverage: How to Maximize your Orlando Small Business’ Strengths

Some nice news from the oh-so-kind people at the IRS.  Shoot, I probably should have told you this sooner, so you could EAT BETTER.The "meals" deduction is back!Per the guidance released earlier this month, we can once again deduct MEALS for business....

Raise Prices For Your Clermont, FL Business

Let me start out by once again reminding you that we are nearing year-end (as if you really needed my reminder).And Clermont, FL business owners are extremely well-positioned to make a dent through proper tax planning more than any other population.We're right here,...

A Small Business Growth Strategy for Central Florida Business Owners

We really loved watching the Olympic games the past few weeks. There was so much to see, be inspired by, and even something to learn about growing a small business.Yep, you read that right. Hear me out…It’s so hard to appreciate the amount of training and work that...

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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