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.

Training Your Heart For Good Financial Stewardship In Orlando

Working with my Orlando 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 that we all...

The “Profit First” Framework for Orlando Businesses

You might have heard the term "profit first accounting" buzzing around Orlando business circles as of late.The philosophy was made popular by Mike Michalowicz and his book, Profit First. His theories have blossomed into reality for many business owners.Today, I...

Raise Prices For Your Orlando Business

Let me start out by once again reminding you that we are nearing year-end (as if you really needed my reminder).And Orlando business owners are extremely well-positioned to make a dent through proper tax planning more than any other population.We're right here, should...

IRS Scammers Are Targeting Vulnerable Orlando Taxpayers

You probably already know this.If you've ever faced the pain of climbing out of the hole of an IRS debt, then you also realize that you get on all of the databases for debt consolidation and an abundance of over-aggressive marketing companies who want to take...

Lemonade Stands And A New Selling Strategy For Orlando Businesses

We're turning the corner into the holidays, and it's a massive selling opportunity for your Orlando business ... if you use it.But I'm not referring merely to holiday promotions. Those are almost to be expected at this point.What I have for you today is a story that...

Solving Problems in Orlando Businesses with Effective Solutions

There's this idea out there among many wannabe Orlando business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although the sharks...

How To Get Out of Credit Card Debt Fast in Orlando: 6 Key Steps

Often, when you're faced with IRS debt, there are other nasty little financial problems out there that can tend to crop up. I have to tell you though, as I sat down to write this strategy note, it made me think about some Orlando clients that I've walked with over the...

The Role Of The Orlando Business Owner

We just finished all of the extended returns for our business owner clients, and today I'm feeling particularly grateful.Because over the past few weeks and months, I've been reminded of how important our work is. Not because "taxes and accounting" are inherently...

Four Keys to Achieving Financial Freedom by Bruce Newman

Four Keys to Achieving Financial Freedom by Bruce Newman "You will never do anything in this world without courage. It is the greatest quality of the mind next to honor." -James Allen Often, as we strive to keep our heads above water in these culturally crazy times,...

How Much Do I Owe The IRS? Bruce Newman Can Help You Get Information From The IRS Discreetly

There is a lot of fear and angst in our culture these days. Sparked by tragic current events, as well as a general sense of disjointedness in our culture. But for many who might be reading this, there is another one that might be lurking latent beneath these other...

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!