For Small Businesses

Succession Planning

Passing your business to a family member or associate can be a risky proposition.

Starting a Business

Know the simple steps for starting your business right.

Multi-Generational Caretaking Tax Planning for Families

One of the trends of recent years has been a rise in multi-generational living. Whether it's for economic or health reasons, when Mom and Dad or other, older members of the family move in, there are important things to keep in mind as it relates to maintaining your...

Tax-Wise Charitable Giving Strategies From The Tax Solutionist

It's a good idea to take your internal temperature and do whatever you need to do to get to a place of focus, amidst all of the national and global distractions that continue ad infinitum. Many of our clients are under enormous pressure for one reason or another, and...

The Tax Solutionist’s Top 5 List of Potentially Fatal Business Mistakes

There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...

Financial Documentation Strategies for Taxpayers

Ah, the wonders of financial documentation... Today’s topic has the benefit of ensuring your "financial fortress" is as airtight as it can possibly be, which has its own advantages. Financial Documentation Strategies For Taxpayers "You get older and you learn there is...

4 Tips for Taxpayers Owing the IRS

For many individuals, families, and businesses, it can seem that the government has simply been throwing money around and not paying attention to what is done with it, or collecting what is due. But if you believe that the IRS won't come hunting for ways to recapture...

Taxpayers, The Problem with an Unfiled Tax Return…

The unfortunate reality is that if you have an unfiled tax return -- even if you don't owe any taxes that year -- there can be problems. And, that is obviously the case if you do happen to owe taxes. Not only can the federal government stir up trouble for you, but...

The Purpose of Life Insurance: Consider This Resident

As the old joke goes, the only two guarantees in life are death and taxes. In these updates, I obviously spend a lot of time talking about taxes. But the other part of that axiom is a subject that most people don’t want to talk about, let alone actively plan for. But...

Penalty Relief for Residents Who Owe the IRS

Every year, the IRS charges tax debtors a boatload of penalties (and it's enough to have you screaming for penalty relief). Just how much? If you’re a resident and you owe taxes, you should definitely take a look... To put this in perspective, the IRS budget for 2021...

Consider the Side Effects of Procrastination, Friends

Stress. Anxiety. Unease. Worry. And a pinch of aggravation just to round it all out. No, I'm not talking about the next federal tax deadline. Or am I? For millions of Americans every year (including all of us folks), the tax filing deadline points to a much bigger...

Got a Dallas-Fort Worth Metroplex Side Hustle? What You Need to Know

These days, it seems like everybody and their uncle has a “side hustle.” From delivering for Uber Eats and Instacart to selling crafts on Etsy to teaching English online to renting out your front yard for dog parties on Sniffspot (yes, this is a real thing), there...

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! Change that with our tax services.

Learn more