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.

Training Your Heart For Good Financial Stewardship In Atlanta

Working with my Atlanta clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think that we all...

Facts About IRS Audits

With all of the chaos out there right now, the division and shouting, it's helpful to try to tune out the shouting and focus on what is actually in our sphere of productivity. One way that the IRS has decided it can be more productive is by outsourcing their...

A Basic Mid-Year Tax Planning Method for Atlanta Taxpayers

I had the wonderful opportunity to attend an educational conference in Tucson this past weekend, and it poured heavy rains and the weather was cooler. Because we are right in the thick of summer, it's tempting to just sit back and hit the cruise control for the next...

Controlling Your Tax And Financial Strategy In The Midst Of Chaos By Michele Newman

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

Now Is The Time For An Estate Plan For Atlanta Taxpayers

Right now, it's almost impossible to escape the conflict, the noise, and the shaming over various cultural decisions we're having to make. Lockdowns, schooling, more economic stimulus, elections, vaccines -- it's all enough to drive you crazy if you pay close...

Which Stimulus Payments Are Taxable (and Which Aren’t) For Atlanta Taxpayers

All over our nation, we're seeing pain, we are experiencing pain, expressing pain and holding pain.It's overwhelming, as someone who has to communicate to a broad base of clients, to even articulate meaningful words about everything that is happening, yes, it's...

Reflections On The Extended Tax Season By A Local Atlanta Tax Professional

I remember at the end of April 2019 that I felt like it had been one of the wildest tax seasons in memory. The TCJA ("Trump Tax Code") had thrown a ton of curveballs our way, and we were looking forward to implementing tax planning strategies for our Atlanta clients...

Michele Newman’s Guiding Principles For Teaching Kids About Money

However you slice it, the schooling situation right now is tough, with no good options.If you are vehemently in favor of full-on school ... well, compassion would dictate that you would recognize that others are having more difficulty with that, for caution's sake or...

Michele Newman Clears Up Confusion Around The Stimulus Checks

Well, over the weekend, the President signed the big new stimulus bill, and we have been poring over the details ever since.Bear with us ... it is MASSIVE.But it's also full of great benefits for Atlanta families and business owners (even those with a "side hustle"),...

The Best Way For Atlanta Taxpayers To Get Answers About Tax Debts

Tomorrow is July 15th, the last day to file 2019 taxes (unless you filed an extension), what did you do? Still need an extension??? Call us (470) 777-IRS9 (4779).With all of the chaos we've been enduring, word on the tax professional "street" is that there is coming a...

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!