Tax Stories

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Tax Stories

We offer an accurate, dependable tax service to our customers located all across the United States. Our tax service has saved our clients more than $75,000 in 2019. Here are some tax stories that demonstrate our tax service.



We performed a forensic audit for a print broker. Correcting past errors we filed amended tax returns in overlooked sales tax deductions that saved $42,000.00. Despite a tax appeal in this matter we were successful in 2018 in getting this large refund for our client.


Sub S Corporation

A corporate officer/stockholder own a real estate license. Our strategy saved her $29,000 in federal taxes for 2018 taxes after incorporating as a Sub-S corporation.

An S-corp located in Florida asked our firm to perform monthly medical billings to the doctor's clients. Thus we perform monthly bank reconcilations and quarterly financial reports for this virtual medical service. Analysis allows us to calculate SEP/IRA investments as well as filing annual wage reports, Form 941 with the IRS.

An ag retailer in South Dakota has us perform similar functions for them and their corporation, savings them thousands in federal taxes. With the change in 2018 tax law, owner was able to buy a new truck for his business that generated $8,000 in tax savings. 

A business owner requested our assistance in managing his Quick Books accounting records for his two restaurants. We perform weekly updates through Quick Books and provide periodic financial reports. Our services offer real time solutions in managing business dollars. 


E-filing offers a fast way to get your tax returns filed on time. In 2018 we have e-filed dozens of tax returns where some of our customers received their refunds in less than 5 days.  

Some of our clients move about. One such client moved to France, and we were able to file part year resident tax returns so she received her tax refunds. Another client moved from California to Massachusetts, and we adeptly filed California and Massachusetts tax returns.

Our client's  average tax refund this season has been $3500. Why wait; contact us as soon as possible to get yout tax returns expedited.


Not sure of tax effects?

 Not sure of tax effects for a pending transaction. Give us your data to analyze. With sophisticated software we can project future taxes for anticipated income or expenses. 

Tax Exempt Returns

Filing Form 990 annually is crucial to maintaing your club's tax exemption. We've assisted several nonprofits during 2018 in filing its Form 990 and local Form 199 to meets its annual compliance requirements. We've assisted two nonprofits in obtaining their federal tax exempt status, all within 44 days of the application(s).

Don't forget your state tax filing for a nonprofit. We have assisted these nonprofits in obtaining their state tax exemptions as well as registering their activity with the Secretary of State.

If you have a similar type organization that needs a federal/state tax exemption or need to file federal Form 990, please contact us.

Not filed yet?

This year we've helped a number of new clients e-file their tax returns. If you haven't done so, please contact us.

We require:


  • organized, accurate records
  • substantiation of tax deductible expenses
  • dedication to get the job done