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.

Leading Through Change In Your Orlando Small Business

Goodness gracious, has there ever been change this year. I'm mostly referring to all of the new regulations in the tax code: the fact that strategies that "used to work" to reduce our clients' tax burdens might not work in the same way as they did in the past.Politics...

Let’s Talk About Your Business…

But the problem is that there’s a lot of confusion out there about how to grow your business right-with cost-effective, powerful strategies…

Kimberely Bates’ Essentials On Small Business Insurance Coverage

"Go start a business!" they said."It'll be fun and you'll make a lot of money!" they said. "FLEXIBILITY!" "BE YOUR OWN BOSS."But then ... well, you are your own boss now. And there are so. many. things. to think about beyond what you got into your business to actually...

Marketing Tactics that Lead to Business Growth, by Kimberely Bates

Here we are in June (!), and I'll open this here with a reminder to many of my business owner friends (because most of you have to deal with this): estimated taxes for the second quarter are due June 15th.This one always feels as if it came a little quick (two-month...

Is a C-Corp or S-Corp Right for Your Orlando Business?

With our nation celebrating its 242nd birthday, and all of this talk about "independence" flying around, I have a question for you -- one that I think you should think hard about: Are you achieving the independence you wanted in your Orlando business? As you know, it...

Four Steps For Attracting Better Prospective Orlando Clients

It's very likely that your Orlando clients have put tax season far off in their rear view mirror, and they're going on (or coming back from) vacation, making trips to the pool, or grilling out with friends and family.Why not let the good times roll and make some new...

Tax Paperwork Checklist

Already, we have many, Orlando tax clients who have filed, have received refunds and have never been more pleased with their filing experience…

You Can Easily Fix These Four Financial Mistakes With Competent Orlando Business Accounting Services

We're finally getting some guidance from the IRS related to some of the subtleties of the TCJA (i.e. the new tax laws), specifically about the new rules for 100% depreciation of certain equipment in the first year. If you have no earthly idea of what I'm talking...

Three Key Reasons You Should Consider Offering Unlimited PTO For Your Orlando Company

That old adage isn't actually accurate. In my line of work, I'm learning something that it would behoove you to also understand:Time is actually worth more than money.So many Orlando businesses have internalized this reality, and have built huge enterprises dedicated...

Mapping Out Your Orlando Prospective Customers’ Experience

Hopefully, you aren't too locked into national news, stock market jitters, trade wars, etc. As a Orlando business owner you've gotta keep your head in your own particular game.But you must know this: with all the gloom out there, our mutual customers are looking for...

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!