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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.

We’re happy to help you with any of these services:

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.

Southern Illinois Accountant Explains How to Care for Mom & Dad (part 2)

With Mothers Day behind us, I suppose it's appropriate to continue my series, focused on caring for our mothers (and fathers) WELL, when the time comes. And seeing last week's post on the topic shared around on Facebook (both around Southern Illinois IL and beyond),...

A 12-Point Financial Health Check For Southern Illinois IL Families And Individuals

We are now fully engaged in our tax "off season" here in Southern Illinois IL. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending...

Here are my resolutions…

This is why our clients and their friends seek us out for *more* than simple tax preparation, but a whole host of other services as well–from planning, to business services, to simple encouragement. I get to be someone in your life who says: “You can do this. You’re not alone.”

Preparing for Disasters: A Guide for Southern Illinois Residents

Though last month was officially National Preparedness Month, it’s sad to think that just about every month these days reminds us about preparing for disasters, from hurricanes on the East Coast to wildfires in the West to tornadoes in the middle.Last year,...

Don’t miss your chance on these…

Thoughts lead on to purposes; purposes go forth in action; actions form habits; habits decide character; and character fixes our destiny. - Tyron Edwards How was your long weekend? Hey--whatever your opinion about labor unions, I think we all appreciate an extra "day...

Buying a homeowner’s Insurance Policy: The What and the Why for Southern Illinois, IL Homeowners

Click on the news right now and you’ll see: floods, storms, fires consuming whole states. And that’s not even taking into account the everyday crime from thieves or vandals that usually dominates the news. Seeing and hearing all of that, it’s easy to look around your...

Alan Newcomb Reveals The Billionaire’s 4 Keys to Success

Well, after the midterm election results have settled for a while, I promised I would pipe in with my thoughts about what this means for tax policy moving forward. Here they are: ... Yes, you read that right. Despite what may seem like a fundamental shift in the...

Thinking Through Real Estate Investments In Southern Illinois IL

When it comes to your money, you're either spending, saving, giving or investing. I know that many of my Southern Illinois IL clients are doing all four, which is always wonderful to see.The last one, investing, is the one I want to focus on today. I talk a great deal...

How To Ensure Southern Illinois, IL Families Are Prepared For Chaos

Summer is nearing an end, but this has been no ordinary summer.Everywhere, parents are scrambling in the most unusual "back to school" season in memory. Fall sports are in limbo, and others (MLB, NHL, NBA) are operating in a weird Twilight Zone mode. Urban centers are...

Viability of Health Savings Accounts for Southern Illinois Earners

I know the end of the year is pretty filled up, so you’re usually not thinking about tax season.But, as your friendly Southern Illinois tax professional who wants to keep your head in the game in advance of tax season, here’s a great checklist from the IRS to get...

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!

LET US HELP: