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.

Jeannette Byrd’s 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...

The Three Kinds of Customers For Central Florida Businesses

Bar none, the most important asset in your Central Florida business is your client and customer list. This is even true if you are in a "capital-intensive" business with significant material assets. In fact, I'd be very interested to hear someone make a strong case...

Three Key Reasons You Should Consider Offering Unlimited PTO For Your Central Florida 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 Central Florida businesses have internalized this reality, and have built huge enterprises...

Cash vs. Accrual Accounting: Two Main Differences For Central Florida Businesses To Consider

I have seen plenty of Central Florida businesses get into hot water because they were using the wrong method to track their cash.Yep, today, let's talk accounting. :)Specifically, whether your business should operate as CASH or operate as ACCRUAL. Cash is a great...

One Trump Tax Plan Mistake That Jeannette Byrd Wants You To Avoid

The internet can be a confusing, anxiety-inducing space.The national news is downright scary (and tragic), and places that used to be the province of baby pictures and goofy status updates are becoming increasingly divided over cultural questions and differences.But...

Key Reminders For Central Florida Businesses for the Last Quarter of 2019

Things certainly haven't gotten CALMER over the past week.Whether it's the rumors of recession (or worse), continued chaos in the political world (and still over a year away from elections -- yikes), increasing cultural division, or something more local, it's a mess...

Effectively Using Your Central Florida Company’s CRM For Sales Management

Well, before I dive into today's dose of real world business strategy, you should know that as I write on Monday, the IRS has begun receiving filed federal tax returns.That means things are about to get real.Now, for our Central Florida business owner clients (like...

The “Profit First” Framework for Central Florida Businesses

You might have heard the term "profit first accounting" buzzing around Central Florida business circles as of late.The philosophy was made popular by Mike Michalowicz and his book, Profit First. His theories have blossomed into reality for many business owners.Today,...

Jeannette Byrd’s Updated Tax Preparation Checklist for 2019

Tax season 2019 is inexorably moving forward. We now have less than two months before personal federal taxes are due. Which, of course, means that it's time to get started if you haven't yet done so already.I'm here today with a large checklist that you can work from,...

Jeannette Byrd’s Thanksgiving Thank You To Central Florida Business Owners

It's Thanksgiving week, which definitely seems to have come too fast this year.Because of the holiday, things are a bit slower -- but not by much. With so many changes for the business owner in this year's tax code, we're having lots of conversations with clients in...

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!