Tax Stories

We offer an accurate, trusted, dependable tax service to our customers located all across the United States. Our clients have rated us 5 star in reviews. Our tax service has saved our clients more than $188,000 in 2026. Here are some tax stories that demonstrate our tax service.

The use of a S corp for consulting business saved our client $11,000 in 2025 taxes. Another S-corp client saved $114,000 in federal taxes and avoided self employment tax. A roofing company saved $ 20,000 with the S corp tax structure.

Using stepped basis from a decedent for a trust saved a bundle when $900,000 was realized on the sale of a 4-plex. 

Saved $4440.00 for newly wed couple filing filing married jointly verus filing separaterly.

Suggested using doctor use S corp for her medical practice to avoid self employment tax on earnings of $350,000+

This tax season we advised a citrus grower that a S corporation could save them $12,000 in federal self employment taxes, which we could easily create for his business.

E-filing offers a fast way to get your tax returns filed on time. In 2026 we will be e-filing hundreds of tax returns for our clients. 

To date in 2026, our tax refunds average $4,600.00. Why wait; getting your taxes done ensures the IRS pays you the tax refund you have earned.

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

Filing Form 990 annually is crucial to maintaing your club's tax exemption. We've assisted several nonprofitsthis year in filing its Form 990 and local Form 199 to meets its annual compliance requirements. 

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

This year we helped a number of new clients in answering more than 50 Yelp requests.  From these answered requests, we've completed federal and state tax returns for some of these clients in 11 different states.

We require: 

• Well organized, accurate records
• Substantiation of tax deductible expenses
• Dedication to get the job done