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.

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 Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Leadership and Empowerment for Business Owners: A Story

You’ve got a little bit of time until month-end close and a month or two until year-end obligations. It’s a good moment to take a breath ... but this is also the time to start thinking about what you want next year to look like, before getting into the weeds of...

Should I Extend Credit To My Atlanta Customers?

Before I get into the slippery slope I'm referring to, how are things for you these days? How's business going? I'd love to hear an update... so click the email at the top of the page and send me a note to let me know.And on that note, I’d also love to hear...

Work From Home Policy for Atlanta Businesses

There’s no better way to celebrate work than by taking a day off. The irony of the Labor Day holiday gets me every year, but I do hope that it provided a little extra rest on the front end of a busy fall season.I mentioned in one of my recent notes another piece of...

Why The Wealthy Create Private Family Foundations & Public Charities

Private Foundations and Public Charities differ of public involvement. Public Charities usually receive most of their donations from the general public or government and taxpayers can usually deduct 20% to 60% of their adjusted gross income for charitable donations....

Can You Benefit From An Upreit?

Umbrella Partnership Real Estate Investment Trusts (UPREIT) allows property owners to exchange their property for share ownership in an UPREIT, usually are subject to Internal Revenue Code (IRC) Section 721 exchanges and are deemed a REIT under standard accounting...

Secrets of the Top Landowners in the United States

There is an old saying: Invest in land because they aren’t making more of it. The Super Wealthy have taken that strategy to heart with staggering land ownership statistics such as: John Malone 2.2 million acres The Emmerson Family 2.078 million acres Ted Turner 2...

What You Should Know Before Hiring Your Spouse

Hiring your spouse can mean big tax savings but not if you don’t do it correctly. Here’s what you need to know. Compensate Your Spouse Primarily in Tax-Free Employee Benefits, Not Taxable Wages. Cash wages are fully taxable so concentrate your spouse’s compensation...

What The Super Rich Invested in During the Tough Economic Conditions of 2022

Real estate, currency trades, and market timing are the common denominators of how ultra-high net worth individuals grew their net worth last year. More than 500 private bankers, industry experts in real estate, wealth advisors, and family offices who were surveyed...

Increase Your Profits By Changing How You Collect Rent

The way by which your tenants pay your rent bills can make a difference in how much profit you make month to month. Instead of focusing on simply ensuring all outstanding rent is paid, consider your monthly processing costs for rent: postage costs, paper, the cost of...

Can I Deduct My Cleaning Man Or Woman?

Are you getting the most out of your home-office deduction? If you’ve got a cleaning woman (or man) who keeps your house and office spic and span, do you need to pay a “Nanny Tax” on this service or can you classify this expense as a Independent Contractor? The...

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!

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