Richard Lindsey Suggests: Take A Test Drive Of Your Retirement Plans

Now that the Super Bowl is over, and the football season is finished, we here in Mobile tax preparer land can now finally get back to looking forward to football season. And, of course, the commercials! (Which this year seemed a little … “ok” — though I think I will have dreams of that Doberhuaha for a while.) Anyway, you … Read More

Richard Lindsey Suggests: Take A Test Drive Of Your Retirement Plans

Mobile Tax Preparation: The Power of Specialized Knowledge

Well, this week I want to tell you a story, and one that, though it is not about our Mobile tax preparation service per se, will help take some stress off ye olde plate for you and your family. But before I get there, a few tax items to note… 1) Officially, tax filing is set to begin this Friday, … Read More

Mobile Tax Preparation: The Power of Specialized Knowledge

Attention Mobile Tax Payers: Identity Thieves Want YOUR Tax Return

In a moment, I’ll show you why this is so important for Mobile tax preparation clients. Because the hits keep on coming for Target Corp, and it’s unfortunate for them because they seem to be a company that works hard at doing things well. In fact, they were on the forefront of “Point of Sale” (POS) security with some new … Read More

Attention Mobile Tax Payers: Identity Thieves Want YOUR Tax Return

Richard Lindsey’s 2014 Tax Time Document Chase List

Just a little over two weeks from now, we will begin filing client tax returns to the IRS (electronically), and our Mobile tax preparer offices will be jumping. –> And by the way, though we aren’t *filing* until the 31st, we at Team Lindsey ARE working (right now, in fact) on client files. This filing delay does NOT mean that … Read More

Richard Lindsey’s 2014 Tax Time Document Chase List

Personal Note From Richard Lindsey: A Holiday Prayer For All of Us

It’s Monday the 23rd, as I write this here at Mobile tax preparation headquarters, and many of our clients and friends are gearing up for a week of family and merriment, with a side dish of a little stress thrown in for good measure! I’m very aware that the holidays are a time of joy for many here in the … Read More

Personal Note From Richard Lindsey: A Holiday Prayer For All of Us

Mobile Tax Preparer Explains Why You Need An Estate Plan NOW

I’m once again spending my morning scattershooting around news in the tax industry, while simultaneously preparing for a sure-to-be-busier tax season here in the Mobile area (thanks for all the recent referrals — keep ’em coming!) AND navigating the perils of another holiday season … well, it means one busy Richard Lindsey! Seriously, we’re getting excited about what is our … Read More

Mobile Tax Preparer Explains Why You Need An Estate Plan NOW

Richard Lindsey’s Reasons To Give Money Away, With or Without a Tax Deduction

Right now, a little knowledge is trickling into the wider tax professional community, but it’s something we’ve known around here at Team Lindsey for quite some time: Properly planning and managing a Mobile tax preparation client’s reported Adjusted Gross Income (AGI) doesn’t just affect the tax bill — it also affects potential health care subsidies. And the difference can be … Read More

Richard Lindsey’s Reasons To Give Money Away, With or Without a Tax Deduction

Richard Lindsey’s Tax Moves for December 2013

I make it my practice here at Mobile Tax Preparation Central to put this weekly blogpost together on a Monday — and today, of course, happens to be “Cyber Monday”. Remember those days when we all had dial-up modems at home and it actually made sense to do your shopping while at work? (And, of course, presumably while your boss … Read More

Richard Lindsey’s Tax Moves for December 2013

Richard Lindsey’s 9 Reasons to Create an Estate Plan RIGHT NOW

From tragedy, to tragedy — this one closer to Mobile than the Philippines (by which I don’t intend to deprecate the horror of the typhoon’s aftermath — please do donate, as I suggested last week) — we now have had some terrible tornadoes through our Midwest (see: http://apnews.myway.com/article/20131117/DAA4LGI00.html). Even NFL Football was affected, as the Bears vs. Ravens game was … Read More

Richard Lindsey’s 9 Reasons to Create an Estate Plan RIGHT NOW

Mobile Tax Professional Warns of 2013 Tax Changes and Expiring Tax Breaks

I’ve been very affected by what happened in the Philippines last week, even safely ensconced in our Mobile tax preparation office. It’s shocking, painful, and the devastation wrought by “the worst storm of all time” is only barely being uncovered. One report I just read said that there could be 10,000+ dead in one city alone. Mind-boggling tragedy. How have … Read More

Mobile Tax Professional Warns of 2013 Tax Changes and Expiring Tax Breaks