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 First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

Facts About IRS Audits

With all of the chaos out there right now, the division and shouting, it's helpful to try to tune out the shouting and focus on what is actually in our sphere of productivity. One way that the IRS has decided it can be more productive is by outsourcing their...

Training Your Heart For Good Financial Stewardship In Dearborn and Detroit

Working with my Dearborn and Detroit clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think...

Let’s Talk About Your Business…

See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your Dearborn and Detroit 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...

A 12-Point Financial Health Check For Dearborn and Detroit Families And Individuals

We are now fully engaged in our tax "off season" here in Dearborn and Detroit. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending...

Smart Planning for Financial Independence in Dearborn and Detroit

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I'd like to speak some encouragement to you. A few people in Dearborn and Detroit wrote me saying that they were...

The TCJA And What It Means For Your Dearborn and Detroit Business

Usually, in the week following the Super Bowl, I do a fun rundown on the various advertisements -- at least a short one. But this was an unusual year. Because unless you are a Patriots fan, everything about that game experience was boring, including the...

The Behavior Profile of Our Dearborn and Detroit Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

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...

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!