TAX SERVICES

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

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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.

IRS AUDIT REPRESENTATION

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

The New U.S. Congress: What’s Ahead for Mobile Taxpayers

After a U.S. Congress election – regardless of your political perspective – within the results there is always a little bit of the productive, the unproductive, and the stalemate. Sometimes things work in your favor as a faithful Mobile taxpayer. Sometimes, you’re the...

Richard Lindsey’s Thoughts on Finding Joy In Life

Wow, am I the only one who turned around and suddenly found the holidays have already planted themselves on my doorstep? No? Oh. Well…At this time of year, it seems like I always find myself saying, It’s been a crazy year like a proverbial broken record. But, it...

When Disaster Strikes Mobile Taxpayers: Casualty Loss Deduction

Well, if you had an account with FTX, you very well might be in some financial difficulty. To a certain segment of our Mobile clients, this is a BIG deal. As such, I'll have more thoughts in the following weeks as things become more clear.But the "good" news is...

A Tax Documentation Backup How-to for Mobile Filers

First, let’s discuss the elephant in the room: the mid-term elections.Depending on when you’re reading this, they might be underway in your Mobile precinct, they might be already in the rearview, they might not even have raised themselves to the level of your...

Mobile Borrowers Be Wary of These Student Loan Forgiveness Scams

Before I dive into those scammers (one of my favorite topics – simply because I love SAVING Mobile people from these criminals), some good news on the “The IRS Might Not Be a Total Dumpster Fire in 2023” front.Maybe.Because a few days ago, the IRS achieved one of its...

A Tricky Tax Credit for Mobile Electric Vehicle Owners

I think you probably realize that last Monday was the final deadline for 2021 taxes, and we can now (finally) put those returns to bed.Or can we?Frankly, with a number of our new Mobile clients this past year, we reviewed returns prepared via software and/or other...

Your Mobile Side Hustle & the IRS Crackdown

Now that 2021 tax returns are completely in the rearview (although we can always make amendments!), and only a few months of the 2022 version remain, it’s time to kick your “tax optimization” strategies into full gear. And look – yes, I’m a professional at this...

How Mobile Taxpayers Can Navigate Retirement Contribution Limits

One of the things that my team and I prioritize here at Lindsey & Waldo is keeping the lines of communication open with our Mobile clients. Especially when difficult times hit (we’re continuing to think about those in Florida and the Carolinas as they process and...

Richard Lindsey’s Guide to Senior Discounts

The devastating images and clips from the aftermath of Hurricane Ian rolling through the news feeds are truly heartbreaking. It’s incredibly difficult to watch the crippling effects of situations like these. All of us here at Lindsey & Waldo send our thoughts and...

Lindsey & Waldo’s guide to Avoiding an IRS Scammer

Before I get to today’s topic (some thoughtful guidance on spotting an IRS tax scam) let’s discuss this…It’s that time of year when spending seems to really kick in. Yes, I know we’re still in September, but all of these holidays that seem to mysteriously demand extra...

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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