Client Portal

For Small Businesses

ESTABLISH GREATER PROFITABILITY AND BUSINESS EFFICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!
Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

 

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

For Small Businesses

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.”

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

Understanding the Gift Tax and Estate Tax

Reading emails sent by the IRS isn’t exactly keep-you-up-at-night fare.But there’s something about reading about scammers that I find oddly satisfying.And they (the IRS) has continued to send out mass warnings in their “Dirty Dozen” series, shedding light on the shady...
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Crowdfunding Campaigns: Lindsey’s Tax Thoughts

Spring is officially here — hello daylight past 7 pm and enjoying the sun a little bit after work, too. And that makes everyone happier.And as tax season rolls along here, we’ve been meeting with a bunch of Mobile clients, submitting returns, and helping many people...
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Considerations for Choosing a Mobile Tax Advocate

There has been a lot of market noise about Silicon Valley Bank (SVB). When a huge bank (#16 in the country) is taken over by the feds, it’s worth at least a mention.But here’s my quick take:Unless you are a CFO of a startup or you actually live in the Silicon Valley...
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Audit-Ready Basics for Mobile Filers

About 43 days left in “tax season.”That’s right. Only 43(ish) days to fill out those tax forms and submit them to the IRS so you can close the cover on the book of 2022.My team and I have obviously been taking care of this for our Mobile clients, marking hundreds of...
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Protecting Mobile People from IRS Scams

Here we are ... already February is in the rearview. And while this is certainly a less hectic tax season than the past three, it doesn’t mean things are easy. Taxes have traps for the unwary all over the place. A 400-page tax code ensures that. More...
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Should Mobile Filers Use DIY Tax Filing Software?

Let’s dial in right away to an important question: Are you ready to knock out your 2022 tax filing? There are now less than 2 months left to do it. And while that seems like a lot of time, you and I both know, it’s really not. Here’s why: My calendar is chock...
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How Mobile Filers Can Prepare for an IRS Audit

First off – congratulations to the Kansas City Chiefs. From all accounts, it was a pretty epic game. And, of course, there are those commercials. Many great ones, but one quick note about one of, well, “professional interest” for me.The TurboTax campaign (“Don’t...
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Mobile 1040-Filer: How to Handle Crypto Assets on Returns

Now that we're into the first "full" week of February, things are truly heating up for us here at Lindsey & Waldo, at least in terms of our communication volume. And no, we aren't replying to our emails using ChatGPT ... but I wouldn't be surprised if that...
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Lindsey’s Private Foundations as Giving Strategies

Things have certainly picked up for us here at Lindsey & Waldo … we can already tell that we will be quite busy from now until April .Regardless, just a little bump that it would be a very good idea to get on our calendar as soon as you’re...
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What You Need for Your Mobile Tax Appointment

If you were watching football this weekend, you likely noticed TurboTax’s “personalized service” ads. Their timing was impeccable… if not slightly annoying – who wants to think about taxes while on the edge of your seat during a playoff game?The allure of big brand...
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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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