Client Portal

Find Out
What The IRS “Has”
On You

We’ll Cut Through the Red Tape to Get Your IRS File.

You would be surprised to see what information the IRS keeps on file about you. Of course, gaining access to that file and then interpreting that information is best left to a professional who understands the system. There is no need, after all, to raise any red flags through your requests.

We can get a copy of your IRS file and help you determine how that file might help you resolve any current tax problems.

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!

5 Year End Tax Strategies for Mobile Taxpayers

As a parent, you know that having kids ain’t cheap. Shelling out for Christmas gifts serves as another excellent reminder that a significant part of your income isn’t for you. Though, if you’re prone to buying in bulk to get your family fed, you could get a...
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How the 1099K Delay Affects Mobile Taxpayers

Coming out of the Thanksgiving fog yet? I think there are still a few leftovers in my fridge from Thursday’s meal that might end up in the waste bin… I’ve had my fill of leftovers.Or maybe you chose to forego leftovers altogether and stay light for your Black Friday...
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Thanksgiving Cues for Every Mobile Person

I love Thanksgiving. I don’t love Thanksgiving. Both are equally true. A lot of it comes down to sharing a meal with our Mobile family and friends. There’s something special about getting to gather at the dinner table and express gratitude for a roast turkey and...
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Richard Lindsey’s Guide to Divorce and Taxes

We’re not the only ones who can get festive this time of year. In the spirit of giving, the IRS recently released important updates for the 2024 tax year to adjust for inflation. They’re increasing the Standard Deduction — up to $29,200 for married...
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Before Turning Mobile Homes Into Short Term Rentals

The real estate market is tough in general right now. With less loans being dealt out and a shortage of homes for sale, both buyers and sellers are working hard to get what they want.And it looks like there’s a big change with how agents are paid that’s coming...
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How Mobile Givers Can Guard Against Fake Charities

There’s been an extraordinary surge of fakers this year. The explosion of AI along with more sophisticated scams can make it feel like you have to look under every rock. While Biden is enacting a presidential order to demand some accountability from the big...
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Preparing for Disasters: A Guide for Mobile Residents

Though last month was officially National Preparedness Month, it’s sad to think that just about every month these days reminds us about preparing for disasters, from hurricanes on the East Coast to wildfires in the West to tornadoes in the middle.Last year,...
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How the Government Shutdown Affects Mobile Taxpayers

This week, my staff and I are pausing to celebrate that the chapter has closed on 2022’s filing. It was probably over for you back in April, but my team just wrapped that up for some of our Mobile clients who needed to file extensions. Of course, we’ll be...
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When to Take Social Security: Tips for Mobile People Nearing Retirement

This weekend’s events in Israel have been very difficult to take in. Seeing the violence and hearing the stories have been heartbreaking, to say the least. Our thoughts go out to the innocent Israelis and Palestinians suffering through the attacks in Gaza and other...
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Lindsey & Waldo’s Case for Paying Federal Income Tax

Here we are in October. I know what you’re thinking… already?! Yes, already.And with the way time seems to race by in the last few months of the year with Mobile holiday celebrations and gift buying and all the other little tasks, you’ll be thinking the same thing...
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