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.

Have You Been Thinking Too Small For Your Tri-State Business In 2019?

Yes, I'm talking about the US Women's National Team's second half in Lyon on Sunday, defeating the Dutch with a strong second half and bringing home their 4th World Cup Championship.And no, I'm NOT talking about the US Men's National Team's second half in Chicago...

Cash vs. Accrual Accounting: Two Main Differences For Tri-State Businesses To Consider

I have seen plenty of Tri-State 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 to...

Why Soft Skills Are The Future For The Tri-State Workforce

We work with many Tri-State business owners, so that means that the April 15th deadline doesn't carry quite the same "relief" that it does for many firms who work primarily with individual tax returns.Which is one of the reasons why you still see me posting a strategy...

What Success Looks Like In Reality For Tri-State Businesses

Lots of email responses and activity were prompted by last week's note on the new 20% deduction for pass-through entities (if you didn't get it or missed it, shoot me a note by clicking the email button at the top of the page and I'll forward it along), and we're...

Marketing Tactics that Lead to Business Growth, by Deepak Aggarwal

Here we are in June (!), and I'll open this here with a reminder to many of my business owner friends (because most of you have to deal with this): estimated taxes for the second quarter are due June 15th.This one always feels as if it came a little quick (two-month...

The Advantages of Hiring a CPA in Cincinnati for Your Business

If your Cincinnati business doesn’t currently have a CPA and you’ve been thinking about whether or not you should move forward with hiring one, we want to use this post to cover the specific reasons that you will be very happy with your decision to work with a...

Building Your Career: For Tri-State Workers

Sometimes that thing that "everyone" is saying (especially online) just turns out to be ... not true.Facebook, Twitter and even Instagram are chock full of theories, analysis, pitches and argumentation, and so much of it is simply noise.And you know what social media...

Three Key Reasons You Should Consider Offering Unlimited PTO For Your Tri-State Company

That old adage isn't actually accurate. In my line of work, I'm learning something that it would behoove you to also understand:Time is actually worth more than money.So many Tri-State businesses have internalized this reality, and have built huge enterprises...

An Effective Lead Generation Strategy From One Tri-State Business Owner To Another

You may have heard rumors that the tax code has changed in 2018. This is ESPECIALLY the case for Tri-State small businesses, and as such, I have some questions that I would like you to consider -- especially if you haven't had us do anything else for you but prepare a...

Why Tri-State Business Owners Should Excel in Year-End Giving

I wrote something similar to what I'm about to offer you today for our individual/family clients recently, but it occurred to me this morning that YOU, as a successful Tri-State business owner, might especially benefit from the perspective that I'd like to offer...

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!