Starting a New Business?

By |March 26th, 2014|

If you’re starting a new business, a little planning will go a long way.  I recommend research on the industry.  You should determine the upfront costs and the profit margin you can expect.  Determine how you will fund the new business – personal savings, investors, and/or loans?  Put some thought into these questions.

The next step is to talk to an attorney and a CPA.  The attorney can advise you on legal matters like […]

Why Does my Friend Always Get a Refund?

By |March 17th, 2014|

I get this question often. Many factors contribute to whether a taxpayer receives a refund or not.  It all begins with how much income tax was withheld or paid in during the year.

If you withhold at the single, zero dependents rate, but you’re married with three kids,  there is a good chance you have overpaid and will receive a refund.  Other factors are income, deductions, dependents, exemptions and tax credits.  These factors play off […]

Are you Using the Right Name?

By |March 6th, 2014|

Many people will have difficulties e-filing their returns because the names and/or social security numbers on their returns do not match the Social Security Administration’s (SSA) records.

If you got married in 2013, did you change your last name with the SSA?  If so, be sure to file using that new name.  If you haven’t gotten around to changing your name with the SSA, even you though you may be going by Mrs. Smith, your […]

Choosing a Tax Preparer

By |February 24th, 2014|

When choosing a tax preparer, you have multiple options. Here are a few things to think about as you go through this process.

Check the Preparer’s Qualifications

All paid tax preparers are required to have a Preparer Tax Identification Number (PTIN).  Ask how they keep abreast of the tax law changes.  Ask about their fees.  Are their fees based on a percentage of your refund?  Do they say they can you get larger refunds than others […]

Why use a CPA?

By |February 13th, 2014|

I had a potential client ask me what’s the difference between a tax preparer and a CPA.  The answer is that CPA’s provide more.  They must meet high educational, experience, and ethical requirements.

When I prepare your tax return, I am not just putting numbers on your return.  I think about those numbers. Are we capturing all expenses?  Do the expenses for this year look significantly different from last years?  Is there a reason for […]

Tax Return Preparation

By |February 4th, 2014|

By now you should have received most of your IRS forms for your 2013 tax return.  However, some forms are not required to be mailed to the recipient until February 15th.

Use a Previous Tax Form

Use your 2012 tax return as a guide for gathering your tax information.  If you had an number on a line item for your 2012 return, will that line item apply to 2013?  If so, did you receive tax forms […]


By |October 3rd, 2013|

Welcome to our new and improved website. We are very proud of our reputation and with that comes a very strong commitment to our customers. We are here for you. When and if you have questions or concerns, please don’t hesitate to contact us anytime! We even welcome weekend calls if necessary.

We strive every day to set ourselves apart with our work ethic and transparency. We view our clients as actual relationships because we […]