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TAX PREPARATION

Stop missing out on potential deductions that could be saving you big money!

TAX PLANNING

Real strategies and solutions to help you minimize your IRS liability.

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Don’t go it alone! We’re your ally and representative in an IRS audit.

Getting into Giving: A Mobile Taxpayers Guide

As I’m finishing off 2022 tax filing for Southern Alabama clients who requested extensions — if you’re in the extension crowd and haven’t talked to me about this yet, schedule something right away — it’s got me thinking about what’s coming. Let’s take a look.1099-K...

Combating Tipping Culture’s Impact on Mobile Wallets

Let’s start today with a reminder.If you filed for an extension and haven’t yet submitted your 2022 taxes, the deadline for doing so is coming up quickly. Let’s get things settled before October 16:251-633-4070And beyond that, the moratorium on paying student loans is...

1099-K Reporting Requirements: Clearing Up Confusion for Mobile Taxpayers

The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of a day. We could not have imagined on September 10 that such tragedy would strike or that so many people’s lives would be changed. It’s one of the reasons it’s so...

Mobile Car Shopping in 2023

Enjoy your long weekend soaking up the final vestiges of summer? Last minute visits to your Mobile pool, outdoor amusements, a little grill-out … maybe buying a new car?Typically Labor Day is one of the biggest car shopping days of the year. As dealers look to clear...

What Rising Mortgage Loan Rates Mean for Mobile Home Shopping

It’s almost September as I write this. First, I need to remind you that the filing deadline for tax extensions is nearing. October 16th will be here before you know it:251-633-4070 If you’ve comfortably waited around at home thinking you have plenty of time to...

How an Identity Protection Pin Can Save Mobile Taxpayers

Here we are, nearing the end of August, looking September and fall in the face. And that calls for a couple tax-related reminders.1. If you’re a teacher... you’re a true Mobile hero, which is why I want to make sure you remember that you can claim up to $300 for any...

Energy Efficient Home Improvement Kickbacks for Mobile Homeowners

I want to start today by sending my thoughts to those suffering and grieving in Maui. You’ve likely heard about the wildfires raging there (the deadliest in more than a hundred years, actually, with search efforts only just beginning). If you’re at all interested in...

Check Payment Alternatives to Consider Now, Mobile Friend

Remember when music went digital? No more massive stacks of CDs or worries over scratched discs. You could exchange all of that for your first-generation iPod that fit in your pocket.But if you’re old enough to remember that, you also remember a less-than-legal shared...

Could Tax Refunds Be Waiting for You, Mobile Taxpayers?

Well, let’s start with some good news on the economic front. After the latest earnings reports, it looks like the GDP is doing better than analysts thought thanks to consumer spending and an aggressive investment attitude by businesses this year. Recession fears...

Richard Lindsey on Insurance Planning for Life’s Big Changes

Looks like another (and most likely final) fed interest rate hike is expected this week. Curbing inflation never seemed so expensive, am I right?Because your dollar just doesn’t seem to go as far as it used to, being more focused on tracking your money is more...

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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