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.

Why Central Florida Business Owners Should Excel in Year-End Giving

I wrote something similar to what I'm about to offer you today for our individual/family clients recently, but it occurred to me this morning that YOU, as a successful Central Florida business owner, might especially benefit from the perspective that I'd like to offer...

Jeannette Byrd’s Annual Holiday Prayer

In this holiday season full of conflict and impeachment, I'm ever more encouraged to see outside of my own situation, and practice empathy for those around me.And as the years go along, I'm increasingly aware of how this holiday season is a time of joy for many, as...

Why Soft Skills Are The Future For The Central Florida Workforce

We work with many Central Florida business owners, so that means that the April 15th deadline doesn't carry quite the same "relief" that it does for many firms who work primarily with individual tax returns.Which is one of the reasons why you still see me posting a...

Tax and Financial Advice For Central Florida Business Owners Impacted By COVID-19

No, this is NOT just another "here's what we're doing about COVID-19" message.The time for that was last week. Every brand and their brother sent out those messages, and they lost their usefulness -- right now, it's a marketplace expectation that we're all taking...

Four Key Steps For Effective Customer Care By Jeannette Byrd

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Central Florida businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having...

Five Ways To Get Small Business Help Right Now For Your Central Florida Business

I'd like to simplify things for you today.There is so. much. noise. right now about how to survive (even thrive) in the midst of this very difficult season."Pivot" they say.And yes, if you are running a business, these times call for a bit of a shift. Only a very...

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...

Customer Value Represents The True Value For A Business In Central Florida

The nation keeps roiling, and life for many of your Central Florida customers might take longer than anticipated to get back to "normal".For some, they might not actually want to get back to whatever that "normal" was before all of this. Some of this change might be...

Does Your Cost Structure Match Your Central Florida Company’s Value

Here's an unfortunate reality: many businesses offer amazing value, but struggle to make enough money because they don't charge enough.Thinking they are offering customers "a good deal", their business suffers as a result of selling themselves short.But whether our...

Jeannette Byrd’s Keys For Empowering Your Employees For Advancement

You can either train your Central Florida employees and risk that they leave ... or choose not to train them and risk that they stay.Think about that for a moment.Are you empowering your employees for growth? Does your leadership team (which might be just you)...

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!