Services

Income Taxes

Taxpayers need help from a qualified professional who provides a level of service not offered by commercial tax preparers. Contact me for a consultation to discuss ways for reducing your income tax return stress.

No time to keep up with changing tax rules?
Doing your own taxes means having to keep up with the rules. That takes time; plus, it can be hard to find the information you need to know.

I keep up with the tax laws and filing processes. You can be confident that your returns are accurate and that someone’s got your back if a tax question arises.

Tax payments not enough or too much?
If your payments don’t cover your tax liability, you could owe an underpayment penalty and interest. Conversely, a big refund is an interest-free loan to the government.

Getting tax projections and payment estimates helps you avoid a big tax bill at filing time, or gives you part of your “refund” back in every paycheck.

Life change impacting your taxes?
Moving, having children, and changing marital status are all life changes that impact your taxes. Knowing the tax impact can help you plan and budget.

Projecting the tax impact of different scenarios helps you know if you qualify for a mortgage, or if you could benefit from qualified retirement plans or other tax saving options.

Haven’t filed taxes for a while?
Not filing a required income tax return means penalties and interest on unpaid balances. Non-profits that don’t file information returns can lose their exempt status.

I help taxpayers and nonprofits prepare and file prior-year tax or information returns, reply to tax agency correspondence, and assess payment options for past due balances.

FREE Workshops

Contact me to request a workshop or presentation that is tailored for your needs. Practical tips that you can use immediately.

Popular Topics:

Finance and Tax Basics for Entrepreneurs
Finance and tax basics every business owner needs to control finances and achieve business objectives.

Preventing Fraud in your Organization
Identify common issues that put revenue and assets at risk, and simple steps to detect and prevent fraud.

Budget Conversations with Non-Profit Boards
Engaging Board members in budgeting, forecasting and tracking finances is vital. It’s also a challenge.

Protecting your Donations and People
Protecting donations means not having to raise more to replace what was lost. Cost-effective methods to fulfill fiduciary and stewardship responsibilities.

Avoiding the Hidden Costs of Grant Management
Grants come with costs that are often not considered up-front, leading to unexpected costs. Grant management methods to avoid expensive surprises.

Guest Blog and Interviews:

Check out my recent interview about preparing for tax season with Tina Leone of the Ballston BID! https://www.ballstonva.org/2022/01/05/searlebusinesssolutions/.

Read my guest blog for Little Falls Mediation about negotiating divorce settlements under the new tax law — http://bit.ly/2ovk7ZV.

Gresham Harkless of CBNation interviewed me for his new podcast series I Am CEO. It’s a brief and focused discussion about my Top Three CEO Hacks that you can use in your business. Check it out at this link https://iamceo.co/?p=2074 on Apple Podcasts here and on Spotify,  Google PlayOvercast.