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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.

Centralia IL Tax Pro Discusses: Organizing Your Financial World Around a Child With Special Needs

There probably isn't much that a Centralia IL tax professional could add to the growing commentary on Colorado's most recent tragedy. And it wasn't even so much a tragedy in the classic sense -- more like an atrocity. Root cause analysis (Hollywood violence, lack of...

How Centralia, IL Retirees Can Stretch That Retirement Fund

You might not feel this as much in your bones as we do here, but the tax deadline is getting very close. This year, for reasons that at this point in our season would take way too long to explain, the tax deadline is April 18th (not 15th).We’re...

Children, Finances And Centralia IL’s Consumerism Culture

I've recently witnessed some child tantrums in the checkout line. You know how it goes ... many people looking away, some looking on with scowls of judgment and a few kind souls giving smiles and words of encouragement. Parenting is no walk in the park. Many parents...

Do You Procrastinate?

Through humor, you can soften some of the worst blows that life delivers. And once you find laughter, no matter how painful your situation might be, you can survive it. - Bill Cosby Donkey Punch psp Well, I was meaning to write a blog post this morning, but something...

Tax Planning Strategies For Centralia IL Individuals and Families

As a planner, I hate speculation. I would much rather plan for what I can control, and harvest the fruits without surprise. And that's exactly what we do with our Centralia IL clients -- at least with those who are smart enough to take us up on it -- we PLAN for the...

2018 Tax Planning Strategies Questionnaire For Centralia IL Taxpayers

Wait, you thought I meant the holidays?Ha. As much as I love Andy Williams, what I REALLY mean is tax planning season. That is to say, year-end moves. :)And next week, I'll give you some generalized moves you can make that can affect your tax bill (in positive ways...

‘They’re All The Same’, And Other Untruths

"If you do not tell the truth about yourself you cannot tell it about other people." - Virginia Woolf So the really important question: How'd you do on Valentine's Day? Many people say it's a "Hallmark Holiday", but well--some spouses and...

Centralia IL Tax Preparer Shows How To Write Off Alanny’s Soccer Camp

Call me a geek, but I love finding hidden gems in the tax code (ESPECIALLY for Centralia IL people looking around for the best tax preparer in the Centralia IL area!). Ok, I'm a geek. And yes, I should get out more. But it just so happens that my geekery can redound...

Effects of Inflation: Plan for This, Centralia, IL Investors

A lot of us Centralia, IL investors are feeling the effects of inflation.And I want to help you navigate through it as best I can. This week, I want to take some time to break down how it could be affecting your investment portfolio.(But Alan … I don’t HAVE an...

Key Healthcare Changes From ARPA For Centralia, IL Taxpayers

Last week marked the one year anniversary of the CARES Act (stimulus round 1). This was such a monstrous piece of legislation, it’s still being unraveled. It made "Obamacare" (ACA) and the "Trump Tax Cuts" (TCJA) seem like junior league tweaks.We had not before seen 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!