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.

The Three Kinds of Customers For Washington DC Businesses

Bar none, the most important asset in your Washington DC 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 that...

What Your Washington DC Business Should Do If They Received PPP Funding

I promise that one day I'll write to you and my Washington DC area readers about matters other than government aid, the CARES Act, PPP/EIDL, and whatnot.But as we all keep saying: these are extraordinary times. Pick your cliche -- it all fits right now.But here is a...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Washington DC 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...

For The Sake of Your Washington DC Business, Don’t Navigate This Extended Tax Season Alone

...don't navigate this season alone.The more we learn about the nuances of PPP forgiveness, EIDL regulations, the Employee Retention credit (an alternative, payroll-tax-specific way to save cash for your Washington DC business) ... well, the more that we discover that...

Big PPP Loans Forgiveness Update From The IRS For Washington DC Businesses

Are you tired of talking and thinking about the PPP? Because I'm tired of talking and thinking about the PPP.That said -- this program has been a lifesaver for a variety of my Washington DC clients, and it has provided a great shot in the arm for others.And, well ......

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...

Should Your Washington DC Business Consider Returning The PPP Loan?

There has been a lot of recent chatter about the PPP money, who got it, who didn't, and even if some Washington DC companies should pay it back.Well, I have some thoughts on this for you today, but ultimately, you will have to be the one who makes this decision.It's...

AccountAbility COVID-19 Policy

Until further notice.This is a busy, fearful and unprecedented time of the year for all of us. We are in your corner, even still.Due to the Coronavirus Pandemic, we will continue to accept client documents and prepare returns virtually but cannot meet face to face. We...

What Does The CARES Act Mean For Your Washington DC Small Business?

These days are moving VERY quickly, and we are working VERY hard to get communication out to our Washington DC clients and friends.You probably already heard that the CARES Act (the mammoth 880+ page disaster relief bill) was signed over the weekend, and help IS...

Estate Planning For Washington DC Singles

Many of our Washington DC clients are married. What I have to say today is still relevant, conceptually (and even in some of the details).So don't skip on by.As I have talked about before, estate planning is something that many families continue to neglect.I'm not...

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!