Tax Problem Resolution

You’ve got a friend in the tax business. Let us be your go-to for any tax resolution needs you may have. From IRS wage garnishment protection to helping you get “Innocent Spouse” protection, we have the experience you need.

Tax Problem Resolution

Thank You For A Job Well Done

“Thank you for the review, I do not feel worthy of 77 pages of report. The process is amazing and I am sure I could never return to the days of writing down my checks in a check book and doing my own taxes on a single evening. Thank you for a job well done.”

Lynda B. Burkett, Mobile, AL

You The Bomb

“You the bomb.”

Cherie Dickson, Mobile, AL

Professional And Reliable

“Professional and reliable.”

Sarah Johnson, Mobile, AL

Taken Care of Without Mistakes

“Peace of mind that everything is always taken care of without mistakes.”

Gwen Hughes, Mobile, AL

I Recommend You To All of My Clients

“Reliable, practical, accessible. I recommend you to all of my clients.”

Katheryn Scott, Mobile, AL

Extremely Satisfied

“Extremely satisfied. I refer all of my clients and people I hear needing tax services to Richard A. Lindsey.”

Jamie Frampton, Mobile, AL

Peace of Mind

Thank you for peace of mind. I know I have nothing to be concerned about.”

Carolyn Thaggard, Saraland, AL

In Terms I Can Understand

“Whenever I have a question, the answer is always in terms I can understand without making me feel stupid.”

Barbara Johnson, Mobile, AL

Accurately Done

“I feel confident my returns are accurately done. I don’t worry about getting a call from the IRS!!”

Obie McWhorter, Wilmer, AL

Returns Were Completely and Correctly Submitted

“Peace of mind; security of knowing that the returns were completely and correctly submitted.”

James Vernon, Mobile, AL

What are the IRS Down Payment Gift Rules For a House for Mobile Parents?

Quick Answer: The IRS classifies a down payment for a house as a non-taxable personal gift, which places all reporting obligations on the giver, exempting the homebuyer from paying income tax. Under federal tax law, transferring funds above annual threshold...

Can I File Another Tax Extension After October 15? Answers For Mobile Taxpayers on Extension

Quick Answer: No, you cannot request additional filing time beyond October 15 because federal tax rules strictly cap your individual extension period to six months. Beyond limited legal carve-outs for expats, deployed military personnel, or disaster victims, the...

What Order to Withdraw Retirement Funds For Mobile Retirees

Quick Answer: The baseline withdrawal order moves from taxable brokerage accounts to pre-tax IRAs/401(k)s, finishing with tax-free Roth accounts. However, an optimal strategy dynamically coordinates all income sources (wages ending, Social Security, Medicare...

Do You Have to Pay Taxes on PayPal, Venmo, or Cash App Payments For Your Mobile Side Hustle?

Quick Answer: You have to pay income tax on any net profit earned through PayPal, Venmo, or Cash App, regardless of whether the platform issues you an official Form 1099-K. However, the IRS only taxes true financial gain, meaning personal bill splits, gift...

What’s the Best Time for Mobile Retirees To Execute Retirement Planning Tax Strategies?

Quick Answer: Retirees should execute retirement planning tax strategies during their gap years, which are the temporary low-income window after you stop full-time work but before Social Security benefits and Required Minimum Distributions (RMDs) begin....

What Is the Tax Extension Date For Mobile Extended Filers?

Quick Answer: For individual taxpayers, the federal deadline to file your extended tax return (Form 1040) is October 15. Or September 15, if you're waiting on a business Schedule K-1. Just remember that an extension grants extra time to file your paperwork,...

What Are the IRS Rules on Claiming Dependents After Divorce For Mobile Parents?

Quick Answer: The IRS automatically gives the dependent tax claim to the parent the child slept under the same roof with for at least 183 nights. A noncustodial parent can only claim the child if the custodial parent officially signs IRS Form 8332 to pass...

How Does the SALT Deduction Work For Mobile High Earners?

Quick Answer: In 2026, the State and Local Tax (SALT) deduction allows you to write off up to $40,400 on Schedule A, but a Modified Adjusted Gross Income (MAGI) over $505,000 triggers a 30% phaseout that reduces the cap down to a $10,000 floor. To legally...

How 529 Plans Are Taxed for Mobile Families

Quick Answer: Contributions to a 529 plan are made with post-tax dollars, allowing your investment to compound shielded from federal and state capital gains taxes during the growth phase. Withdrawals are 100% tax-free when used for qualified education...

How Does the Lifetime Learning Credit Work for Mobile Students, Parents, and Professionals?

Quick Answer: The Lifetime Learning Credit (LLC) is a non-refundable federal tax credit worth up to $2,000 per tax return. It’s calculated as 20% of the first $10,000 in qualifying higher education tuition and fees, with no limit on the number of tax years...

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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Tax Problem Resolution