Blog

After a U.S. Congress election – regardless of your political perspective – within the results there is always a little bit of the productive, the unproductive, and the stalemate. Sometimes things work in your favor as a faithful Mobile taxpayer. Sometimes, you’re the...

Wow, am I the only one who turned around and suddenly found the holidays have already planted themselves on my doorstep? No? Oh. Well…At this time of year, it seems like I always find myself saying, It’s been a crazy year like a proverbial broken record. But, it...

Well, if you had an account with FTX, you very well might be in some financial difficulty. To a certain segment of our Mobile clients, this is a BIG deal. As such, I'll have more thoughts in the following weeks as things become more clear.But the "good" news is...

First, let’s discuss the elephant in the room: the mid-term elections.Depending on when you’re reading this, they might be underway in your Mobile precinct, they might be already in the rearview, they might not even have raised themselves to the level of your...

Before I dive into those scammers (one of my favorite topics – simply because I love SAVING Mobile people from these criminals), some good news on the “The IRS Might Not Be a Total Dumpster Fire in 2023” front.Maybe.Because a few days ago, the IRS achieved one of its...

I think you probably realize that last Monday was the final deadline for 2021 taxes, and we can now (finally) put those returns to bed.Or can we?Frankly, with a number of our new Mobile clients this past year, we reviewed returns prepared via software and/or other...

Now that 2021 tax returns are completely in the rearview (although we can always make amendments!), and only a few months of the 2022 version remain, it’s time to kick your “tax optimization” strategies into full gear. And look – yes, I’m a professional at this...

One of the things that my team and I prioritize here at Lindsey & Waldo is keeping the lines of communication open with our Mobile clients. Especially when difficult times hit (we’re continuing to think about those in Florida and the Carolinas as they process and...

The devastating images and clips from the aftermath of Hurricane Ian rolling through the news feeds are truly heartbreaking. It’s incredibly difficult to watch the crippling effects of situations like these. All of us here at Lindsey & Waldo send our thoughts and...

Before I get to today’s topic (some thoughtful guidance on spotting an IRS tax scam) let’s discuss this…It’s that time of year when spending seems to really kick in. Yes, I know we’re still in September, but all of these holidays that seem to mysteriously demand extra...

There’s something about a new work week that gets you thinking about how you want to spend the weekend. The same goes for planning a vacation once you get back from one. Work is fulfilling, but life’s "rest times" are what Mobile people like you and I work so hard to...

I’ve talked to many clients about credit score repair – and I’ve seen how true this is: it’s easy to get yourself deep into credit problems. I’ve even seen that it’s not always the people that you’d expect. I have Mobile clients who have built tight financial...