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:

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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.

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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.

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

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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!

Cultivating Gratitude for Thanksgiving 2020 in Mobile

I think we all need this week.2020 has been *so hard*, for so many in Mobile (and far beyond!). And it's not over yet -- from continued electoral fighting, to spikes in virus cases and increased governmental restrictions all over the place, and (of course) the murder...

Richard Lindsey’s Tax-Wise Charitable Giving Strategies

Fatigue.Lockdowns, election politics, masks -- we THOUGHT we might be done with these things by now ... but nope. And I bet you're tired of it all. Most Mobile people are, aside from the zealots on every side. And I get it.That doesn't mean these things aren't...

Richard Lindsey’s Seven End of Year Tax Planning Strategies

Here we are, a week past the election, and it's looking like the year 2000 all over again, with a long, drawn-out process until there is final certification of this election. Back then, it took a full five weeks for all of the legal process to play out. Hopefully, by...

Lindsey & Waldo’s thoughts on Healthy Skepticism in light of the 2020 Election

Believe it or not, we're very busy around here.While the nation's eyes are fixated on political things, we're spending our days working hard on behalf of our clients right here in Mobile (and beyond, of course), talking through tax-advantaged financial moves, entity...

Trump’s Tax Returns Are Not The Real Story by Richard Lindsey

Like many things political, one of the best ways to look at the tempest of the day is analytical bemusement. This is (always) especially true when it comes to tax issues. And I might have a take today that could surprise you. I am not interested in getting into...

Time To Dream With Your Friendly Mobile Tax Professional

With the passing of Justice Ginsburg 45 days before the election, we have officially entered the political crazy season. This -- on top of so much conflict surrounding public health measures. It is also in addition to all of the conversation around racial pain, the...

What Mobile Landlords And Tenants Should Know About The CDC Eviction Stay

Floating under the radar during so much NOISE the past couple weeks ... the CDC announced a halt to evictions for renters, and that starts THIS WEEK.I have some guidance today for you about what that means (and what it doesn't), but a couple other things first, before...

Labor Tax Updates By Richard Lindsey

Everything about this year since March has just felt a little ... off. And I mean aside from all of the cultural and political turmoil we're living through. The seasonality of everything feels different too. Pro sports are out of sync, "back to school" season surely...

How Mobile Taxpayers Can Lower Their 2020 Tax Bill

Finally, the IRS issued guidance on Friday evening about payroll tax deferrals. And, as we've been communicating ... this may not be a very helpful program for most Mobile taxpayers. In fact, it's actually up to employers (not employees) whether or not to withhold...

Controlling Your Tax And Financial Strategy In The Midst Of Chaos By Richard Lindsey

Still no guidance from the IRS about the payroll tax "holiday" (deferral), so it's extremely unlikely that your Mobile employer will be ready -- simply because the major payroll companies (Paychex, ADP, Gusto, and many others) don't have the answers to many...