A 12-Point Financial Health Check For Mobile, AL Families And Individuals

financial health

We are now fully engaged in our tax “off season” here in Mobile, AL. 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 classes (online and in person) to get clarity, even as the IRS releases various new … Read More

A 12-Point Financial Health Check For Mobile, AL Families And Individuals

Four Tips For Mobile, AL Couples To Make Money and Marriage Work Together

money and marriage

It seems like crooks these days keep finding new ways to trick people here in Mobile, AL into giving them more money. And no, I’m not talking about Congress. Last week, for those of us in the tax professional world in Mobile, AL who are paying attention (because let’s be honest — many of our colleagues are still on vacation), … Read More

Four Tips For Mobile, AL Couples To Make Money and Marriage Work Together

3+ Reasons Why Mobile, AL Taxpayers Might Need to File an Amended Return

amended return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Mobile, AL office door on April 15th (the 17th this year — er, the 18th, because of the IRS “issues”), I feel a huge weight lift off of my shoulders. Going home that day is very nice. We work hard around here … Read More

3+ Reasons Why Mobile, AL Taxpayers Might Need to File an Amended Return

The Joys Of Providing Professional Tax Services To Mobile, AL

Professional Tax Services

Well, our primary work for this tax season in Mobile, AL has just about wrapped up. But notice I said “primary”, there … you see, unlike some professional tax services in Mobile, AL, we make it a point to do a bit more than simply “fill out forms” on your behalf. I’ll tell you more about that in a moment. … Read More

The Joys Of Providing Professional Tax Services To Mobile, AL

Richard Lindsey’s Tax Extension Breakdown

tax extension

It’s the final full week of tax season, and our office in Mobile, AL is hopping! But yes, I’m still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around the corner. And, fret not — if you have all your … Read More

Richard Lindsey’s Tax Extension Breakdown

Filing Late On Taxes? You Might Actually Be Among Mobile, AL’s Smartest

Late On Taxes

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you’re filing late on taxes this year, let’s talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as possible. If you’re still a bit spooked by that deadline, well, it might be … Read More

Filing Late On Taxes? You Might Actually Be Among Mobile, AL’s Smartest

Make the Switch to Richard Lindsey And You’ll Receive A Complimentary 2018 Tax Reform Planning Session

tax reform planning

Well, apparently we have a new (massive) spending bill in place from Congress, and plenty of the usual suspects are up in arms. Us? We’re too busy preparing tax returns right now to dig into the details of the (2,232 page!) bill, but here is a trustworthy rundown, if you care to read about it. There are some minor tax-related things … Read More

Make the Switch to Richard Lindsey And You’ll Receive A Complimentary 2018 Tax Reform Planning Session

The Behavior Profile of Our Mobile, AL Clients with the Highest Level of Financial Security

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 personal tax returns away from April 15th (the 17th this year), well … I … Read More

The Behavior Profile of Our Mobile, AL Clients with the Highest Level of Financial Security

Richard Lindsey’s 6 Negotiation Tips To Get What You Want

Negotiation Tips

Well, the brackets are set — and the nation’s collective basketball madness has begun. Billions fly around every year for this tournament (probably much of it not reported on Form W-2G!), and it’s become a huge part of this season, as you no doubt know. But there is another, often-unnoticed, part of this season that always makes me shiver a little … Read More

Richard Lindsey’s 6 Negotiation Tips To Get What You Want

Lindsey & Waldo, LLC’s 2017 Tax Preparation Checklist

Tax Preparation Checklist

Lots of things have been changing recently — from Academy Award ratings (they’re down), to mortgage rates (which have been rising), to the effective tax rates for most businesses and families in 2018 (which, you may have heard, have changed!). But we here at Lindsey & Waldo, LLC haven’t much changed: we’re still cranking along in preparing your 2017 taxes, meeting … Read More

Lindsey & Waldo, LLC’s 2017 Tax Preparation Checklist