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.

Small Business Services

Small business owner? Our Small Business services can help you focus on business growth!

9 (More) Reasons You Should Own Your North Georgia Business’ Building

Working remotely is more prevalent in North Georgia's work culture than ever before.The rise of coworking spaces like WeWork and PlexPod offer alternative, fun and modern ways to work alongside, and potentially collaborate with, other individuals in their own...

Four Key Steps For Effective Customer Care By Curtis Collins

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of North Georgia businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having someone...

2017 Year-End Tax Strategies for North Georgia Business Owners With Tax Reform In Mind

The holidays are funny for North Georgia business owners. And, I must tell you, especially so for tax professionals like me. Every year, Congress delivers updates to the tax code, seemingly at the very last minute, so my staff and I are often working over the holidays...

Optimizing Productive Time for You and Your North Georgia Team

How many times have you started work early -- and the next thing you knew it was 4PM ... and your instant reaction was: I haven't made any progress today on my most important stuff ?If you're like the rest of us: quite a few times -- and maybe "most of the...

Know the Value of Your Time: A North Georgia Entrepreneur’s Guide

Is there an additional way that we can serve your North Georgia business? Please shoot me an email using the button at the top of this page and let me know what's happening in your business, and what seem to be your greatest needs right now. I'd love to speak into it...

The Business Intelligence You Don’t Know That You Need For Your North Georgia Company

You might think that was a typo in the subject line ("pull", right?). Nope, that's just me being clever, because today I'm talking about POLLING your various stakeholders for fun and profit.Alright, yes. I should clearly stick to financial matters, and leave the puns...

Cash vs. Accrual Accounting: Two Main Differences For North Georgia Businesses To Consider

I have seen plenty of North Georgia businesses get into hot water because they were using the wrong method to track their cash.Yep, today, let's talk accounting. :)Specifically, whether your business should operate as CASH or operate as ACCRUAL. Cash is a great option...

2018 Tax Season Reflections From A North Georgia Tax Professional

As I write, it's the day before tax day (which is Tuesday the 17th), and we are pushing hard during this final stretch. Procrastinators in North Georgia are streaming through our doors, both virtual and actual (after all, we welcome them here), the phone is ringing...

The Most Likely Reasons Why Small Businesses Fail In North Georgia

It's always been hard-scrapping for small business owners in North Georgia. We've all heard the old adage: At least 85% and maybe as high as 98% of new small businesses fail before they hit the five year mark. That rate may have been even higher over the past decade....

5 Effective Marketing Tips For Your North Georgia Small Business

Have you noticed that traditional styles of advertising are getting more and more stale? That's because the online world has torn down so many different barriers that we don't realize how much has changed, until we take a look at the real numbers. And across many...

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!