Tax
Preparation
Done Right

WARNING: IRS Audits Rapidly Increasing…
How Confident Are You That Your Return is Accurate?
Could You be Missing Potential Deductions?

10 million tax payers missed out on a chance to get a bigger refund last year simply because they neglected to fill out one line on their tax return. Will you miss a similar opportunity this year?

Today’s tax laws are increasingly complicated and the rules for deductions and credits change year by year. Are you aware of all the deductions and credits that might be available to you this year, even on the most basic of tax returns? Perhaps you feel secure in your do-it-yourself tax preparation software, but let’s face it… There is no substitute for an experienced tax professional who can answer your questions and ask you the questions that might be key to saving you tax dollars.

With our tax return services you get:

N

Assurance that your return has been checked and double-checked for mathematical accuracy and errors that are commonly flagged by the IRS, resulting in fewer chances for contact by the IRS.

N

Tips for better managing your payroll withholding so that you can have the advantage of greater income all year long, rather than loaning that money to the government and waiting for it to come back in the form of your yearly tax return.

N

A list of common deductions that may benefit you in the coming year, and tips for limiting your future tax liability.

N

Electronic filing for a quicker refund.

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!

Does the IRS Have An App For Mobile Taxpayers To Manage Their Taxes?

 Quick Answer: The Internal Revenue Service provides an official mobile application called the IRS app, available for free on iOS and Android devices. Through the platform, you can securely review your federal tax records and submit electronic payments...

Can I Use My RMD To Fund A 529 College Savings Plan For My Mobile Grandchildren?

 Quick Answer: Yes, you can use your Required Minimum Distribution (RMD) to fund a 529 college savings plan, but you can’t execute a direct, tax-free rollover between the accounts. Instead, you have to first withdraw your annual distribution as ordinary...

Should I Do A Roth Conversion Before Year-End? When Mobile Taxpayers Should Skip It

 Quick Answer: You should only do a Roth conversion if your current marginal tax bracket is lower than your projected retirement rate and you can pay the full tax liability with outside, non-retirement cash. If the extra income pushes you into a higher tax...

Do HSA Funds Expire at the End of the Year? Answers from a Mobile Tax Pro

 Quick Answer: Health Savings Account (HSA) funds never expire at the end of the year, so there's no use-it-or-lose-it deadline to beat. Your entire balance rolls over automatically on January 1 because you own the custodial account outright.Key...

How To Donate Appreciated Stock to Avoid Capital Gains Tax For Mobile Investors

 Quick Answer: Donating your long-term appreciated stock to a qualified charity removes federal and state capital gains taxes and secures an itemized tax deduction for the full fair market value of the shares. To preserve these tax benefits, execute an...

What Taxes Do You Pay in Retirement That Most Mobile Retirees Overlook?

 Quick Answer: The most frequently overlooked retirement tax traps are taxable Social Security benefits, Medicare IRMAA surcharges, and forced Required Minimum Distribution (RMD) tax pileups. These hidden costs occur when mandatory RMDs and uncoordinated...

Last Minute Tips for Mobile Taxpayers to File By Extended Tax Day

 Quick Answer: To meet the October 15 deadline, pull missing tax records directly from your IRS Online Account and verify your identity using your prior-year AGI or IP PIN. Submitting your e-file before midnight locks in your official timestamp and stops...

How Much Do Independent Contractors Pay In Taxes? Lindsey & Waldo’s Tax Strategies for 1099 Contractors

 Quick Answer: How much do independent contractors pay in taxes? Independent contractors typically pay between 25% and 35% of their net profit in total taxes, covering federal and state income brackets alongside the mandatory 15.3% self-employment tax. Because...

What are the IRS Down Payment Gift Rules For a House for Mobile Parents?

 Quick Answer: The IRS classifies a down payment for a house as a non-taxable personal gift, which places all reporting obligations on the giver, exempting the homebuyer from paying income tax. Under federal tax law, transferring funds above annual threshold...

Can I File Another Tax Extension After October 15? Answers For Mobile Taxpayers on Extension

 Quick Answer: No, you cannot request additional filing time beyond October 15 because federal tax rules strictly cap your individual extension period to six months. Beyond limited legal carve-outs for expats, deployed military personnel, or disaster victims, the...