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.

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.

Ultra Last Minute Tax Moves for Frisco and Plano Businesses

It's going to take us many weeks to digest everything in this massive omnibus of a relief bill that the President signed on Sunday night.And with year-end barrelling at us (2021 is on FRIDAY), it's unlikely that we will be able to make substantive action on your...

Rick Carpenter’s Annual Holiday Prayer

Well, Congress seems to have heard the cries of the huddled masses of SMB's around the country, and more PPP funding is (seemingly) on the way.Details aren't finalized yet as of this writing, so I will have more to say on these matters in future weeks.Even these early...

An Important PPP Loan Update For Frisco and Plano Business Owners

There's both good news (for some) and bad news (for many) as we round the corner into December.And I'm not talking about our culture, or politics, or sports, or anything like that.I'm talking about TAXES.  I'll start with the good news. This is applicable to...

The Seven Primary Tasks For Any Frisco and Plano Business Team

A week past the election, and still plenty of disagreement about the results.That means this is another week where you have the opportunity for the other chumps out there to get massively distracted by the political war games ... while you go about quietly building...

Solving Problems in Frisco and Plano Businesses with Effective Solutions

There's this idea out there among many wannabe Frisco and Plano business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset - although...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your Frisco and Plano business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our...

A Few More Common Marketing Mistakes Made By Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder of the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this is...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Frisco and Plano small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural...

The Pareto Principle And Your Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be really tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

Marketing Tips for Small Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

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!