Tax Preparation

WARNING: IRS Audits Rapidly Increasing…
How Confident Are You That Your Return is Accurate?
Could You be Missing Potential Deductions?

10 million tax payers missed out on a chance to get a bigger refund last year simply because they neglected to fill out one line on their tax return. Will you miss a similar opportunity this year?

Today’s tax laws are increasingly complicated and the rules for deductions and credits change year by year. Are you aware of all the deductions and credits that might be available to you this year, even on the most basic of tax returns? Perhaps you feel secure in your do-it-yourself tax preparation software, but let’s face it… There is no substitute for an experienced tax professional who can answer your questions and ask you the questions that might be key to saving you tax dollars.

With our tax return services you get:


Assurance that your return has been checked and double-checked for mathematical accuracy and errors that are commonly flagged by the IRS, resulting in fewer chances for contact by the IRS.


Tips for better managing your payroll withholding so that you can have the advantage of greater income all year long, rather than loaning that money to the government and waiting for it to come back in the form of your yearly tax return.


A list of common deductions that may benefit you in the coming year, and tips for limiting your future tax liability.


Electronic filing for a quicker refund.

Let Us Help:

Important Tasks For Your Business’s Year-End Payroll

The end of the year, that is. That means that for your business’s financial reporting, this is go time.Now that we’re into December, time is short to take care of your year-end accounting. This is something we specialize in so be sure to get on our calendar to set up...

How Businesses Can Navigate Mistaken ERC Claims

Did anyone else jump on any online Black Friday deals this year? There were a bunch. But, if you chose an online purchase because of the ease of returning said item, you might want to check the return policy. Looks like quite a few retailers are charging for...

Practicing Thankfulness in Your Business

Does your family sit around the table at Thanksgiving dinner and share something they’re thankful for?Our family attempts a version of this when we do spend Thanksgiving together. Does it change our fallen human instincts after a few drinks & copious amounts of...

Year-End Business Reporting for Growth

End-of-year can be a bit of a scramble as a business owner. So, before we get into the craziness, a friendly reminder: year-end is also your prime opportunity to make the calendar work in your favor as a business.From year-end profitability analysis to staff...

Partnership Income Tax Returns & More IRS Targets

Though the days are getting shorter and the weather is transitioning colder, there are some great revenue reasons to get excited about the next two months.As we round the bend into Black Friday territory (which for many began at the end of October), it’s a good time...

Are Consumers Exhausted by Tip Screens?

Remember this story from last year when an ex-IRS contractor pleaded guilty to leaking President Trump’s private taxpayer information along with many other wealthy individuals? It brought the IRS’s ability to secure taxpayer data into question along with a demand...

Harnessing Your CRM for Sales in Your Business

Before I dive into today's dose of real world business strategy, let me ask you, have you revisited your 2023 business goals and made a plan to reach them before the end of the year?Goals aren’t a set it and forget it kind of thing. You’ve got to revisit them and...

83(b) election – bite sized blurb to add to your existing knowlege

I'm going to tell this story as if it happened to you. You're hired as an employee at Start-up X, VC backed, whippersnapper CEO, SAAS industry, Uber for X business model, etc.  Along with a salary are 1,000 incentive stock options (ISOs). Woo hoo, you're on the road...

Business Meals Deductibility – As told by Christopher Walken  (ok, not really told by Christopher Walken but assisted by AI as if told by Christopher Walken)

  Hey, you know what's important when it comes to taxes? Deductions. And when it comes to deductions, one of the more common ones is meals. You know, food, sustenance, social libation, the good stuff. But there's a lot of confusion out there about how you can...

Using KPIs For Your Charlotte, NC Business

Being able to reasonably forecast upcoming problems has become an essential skill for Charlotte, NC business owners -- but too many are flying blind, or doing "bank balance accounting." Can we help you fix this? Using KPIs For Your Charlotte, NC Business "It is common...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!