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!

Your Mobile Tax Friend’s Thoughts on Navigating a Banking Crisis

Crisis is a word that gets used a lot these days. Especially in headlines. It’s loaded with meaning… and feelings. These days you might find yourself spinning out with something like panic, dread, fear, anxiety, and any variety of mental/emotional...
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Bank Failure Lessons Mobile People Should Learn

Urgency is a tyrant. Especially when things go awry related to your money. You’re motivated to defend it with an iron grip … even at the expense of your overall state of mind.That’s how the banking “crisis” has a lot of people feeling right now. If you’re...
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Consider This When Loaning Money to Family or Mobile Friends

Loaning money to family is tricky. There’s a minefield of complications that can be set off with one step in the wrong direction. Our own government is a perfect example. We’ve got a hefty debt, and we’ve borrowed A LOT from other nations to subsidize our...
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Your Mobile Guide to This Aspect of Digital Estate Planning 

Despite its flash-bang struggles the past year, cryptocurrency is still an investment a lot of Mobile people are willing to make right now, albeit tentatively… and with good reason. The dissolution of FTX and the volatility of the banking world as a result make...
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Lindsey & Waldo’s Guide for How Long to Keep Tax Documents

Things are pretty interesting over at Twitter right now. The removal of blue ticks from the accounts of well-known public figures and companies has some scrambling to prove authenticity (including the New York City government – yikes!). Not to mention all...
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Easy Ways to Manage Money, Mobile Strugglers

 Did you travel for spring break? I know it’s come and gone for most Mobile families and college students. Maybe you traveled, maybe you didn’t, or maybe the nice weather has you planning for summer.You know when you’re returning home from a road trip and you...
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Do All Mobile People Pay Taxes on Social Security Benefits?

We’re in the last leg of the regular tax season here. My office has been working overtime (often literally) cranking out returns for our Mobile clients. If you haven’t touched base with us yet, and still need to process and file your paperwork, things will be a little...
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Need Extra Time to File Your Taxes?

Spring has truly sprung in Mobile, and also did you know that we’re two weeks away from the tax deadline?Here at Lindsey & Waldo, the home stretch means our heads are all wrapped up in paperwork, but we’re still able to notice that lawn mowers have accelerated...
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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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