Blog
Filing Late On Taxes? You Might Actually Be Among Mobile, AL’s Smartest
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...
Make the Switch to Richard Lindsey And You’ll Receive A Complimentary 2018 Tax Reform Planning Session
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...
The Behavior Profile of Our Mobile, AL Clients with the Highest Level of 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...
Richard Lindsey’s 6 Negotiation Tips To Get What You Want
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...
Lindsey & Waldo, LLC’s 2017 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...
3 More Reasons Why More Mobile, AL Families Don’t Have Estate Plans
The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from Mobile, AL who trust us with their most sensitive financial details -- and we don't take that...
Estate Planning For Dummies: Two Estate Planning Myths Debunked For Mobile, AL Families
I'm not sure there is very much I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something like this happens, we grieve for shorter and shorter amounts of time and move on ever-more quickly...
2018 Tax Refunds Have You Confused? Richard Lindsey Provides Clarity
We are cranking along with tax return preparation here at Lindsey & Waldo, LLC, and there are some interesting things that you should know about from Tax Land (that wild, scintillating world that it is). Look -- it is our J-O-B to handle this junk so you don't...
5 Tips To Think More Clearly About Financial Decisions For Mobile, AL Taxpayers
Despite that title, it has, in fact, been a relatively smooth first week of tax filing here at Lindsey & Waldo, LLC. Mobile, AL clients have been streaming through our doors, and we've been enjoying our little mini-reunion with so many longtime friends. Now,...
Five Common Retirement Strategy Mistakes We’ve Seen in Mobile, AL
The IRS just began receiving tax returns this week, and we are cranking and grooving along, finding all kinds of savings on behalf of our Mobile, AL clients ... as well as chomping at the bit to help them on THIS year's taxes. Truly, the more I take a look at this tax...
Are DIY Taxes Truly Free For Mobile, AL TaxPayers?
If you watched any football over the weekend, you probably saw this year's version of the popular tax software maker* touting "free taxes" or some such. Not only was the commercial fairly disturbing (it involves impalement of a person played as a joke), but the...
Common Sense Taxpayer Information Security for Lindsey & Waldo, LLC Clients
We're gearing up for tax season around here, already beginning to help certain Mobile, AL clients get their returns ready for filing (yes, this early) when the IRS begins allowing receipt of electronically-filed returns on the 29th of this month. And while we have...