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Does Your Bookkeeping Need a Little Housecleaning?

If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our expert assist you with our 4-hour “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.

We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.

Please call now to set up an appointment.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (251) 633-4070 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Richard Lindsey’s Tax Planning Tips for 2022

The British saying “Keep calm and carry on” seems like a good motto to live by in uncertain times like these. Still, a little freak-out about what lies ahead is totally normal, even expected.Plunging ahead through the rest of 2022, which is most likely to be rough...

Gas Savings for Every Mobile Driver

There’s something truly American about the summer family road trip. Piling into the car with your luggage and favorite snacks in tow, getting out on the miles and miles of paved road, gazing at the stretches of wild scenery (or maybe just fields and cows)... it’s all...

Your Mobile Rundown for Calling the IRS

Do you remember the days of yore when you’d call someone and the phone would keep ringing and ringing with no answer? And you were okay with that because you’d just call them back later hoping to reach them? No? Oh yeah. Me neither. The world has changed.When you...

Contracting or Employee – How Mobile Job Seekers Decide

A lot of Mobile people say, “more money, more problems.” While that saying is partially true, I think a lot of us would be only too happy to get a little more green in our bank accounts considering the current inflation situation.Especially those working for minimum...

Effects of Inflation: Plan for This, Mobile Investors

A lot of us Mobile investors are feeling the effects of inflation.And I want to help you navigate through it as best I can. This week, I want to take some time to break down how it could be affecting your investment portfolio.(But Richard … I don’t HAVE an investing...

When Mobile Taxpayers Discover Unclaimed Property

“I’ve got a dollar. Hey, hey, hey, hey.” When you score a little extra cash suddenly, it’s hard not to do a little song and dance like the kids from Little Rascals. Even more when you discover some unclaimed property or asset you had long forgotten about. Or...

Richard Lindsey’s Saving Tips – More Than Not Spending

Raise your hand if you’re still waiting on a response from the IRS about your refund. With the now 21.3 million returns piled up in the IRS’s inbox, it’s no wonder. Know that you’re not the only Mobile taxpayer in that group.And I wish there was more my office could...

A Why Estate Planning Now Take by Lindsey & Waldo

Yeah, we all know that old adage about death and taxes (one with which I’m intimately familiar in my line of work).Yet so few people think to plan for either inevitability. We seem to have an obsession with avoiding them – and believe me, I get it. And I’m obviously...

Tax Documentation Mobile Filers Should Keep and Why

Yes, it’s true, Mobile friends… the financial markets look pretty rough as I write this, on top of a pretty rough end of last week. Inflation continues to wreak havoc … and the smartypants quants in Wall Street don’t seem to have confidence that the government or the...

How Mobile Taxpayers Can Check Their Social Security Statement and Status

 Are you stressed? Anxious?If so, you're not alone. As someone who is "in the trenches" with MANY Mobile families and small business owners (as well as plenty outside of our Mobile area), I'm hearing from many who are deeply struggling ... and who also find that...