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.

The Role Of The Philadelphia Business Owner

We just finished all of the extended returns for our business owner clients, and today I'm feeling particularly grateful. Because over the past few weeks and months, I've been reminded of how important our work is. Not because "taxes and accounting" are inherently...

Eight Simple Ways To Add Sales Growth To Your Buxmont Business

More guidance came to us last week from the IRS, and this last round is pretty meaty, as it relates to the 20% deduction for "Qualified Business Income" for passthrough entities. And, as a reminder, Congress passed these tax changes, but it's up to the IRS to...

Dealing With Angry Customers: A Plan For Buxmont Business Owners

As I have been saying to some of my personal tax preparation clients in Buxmont, I'm not sure that there is very much that I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something like...

Five Tips To Build A Healthy Company Culture by Mike Sexton

Like many Buxmont business owners, you probably set some goals for 2020.So ... hmmm ... how are you doing on those?Based on data collected by Statistic Brain, 27.4 percent of people typically abandon their resolutions within a week. Within two weeks of January 1st,...

Four Steps For Attracting Better Prospective Philadelphia Clients

It's very likely that your Philadelphia clients have put tax season far off in their rear view mirror, and they're going on (or coming back from) vacation, making trips to the pool, or grilling out with friends and family. Why not let the good times roll and make some...

The Three Kinds of Customers For Buxmont Businesses

Bar none, the most important asset in your Buxmont business is your client and customer list. This is even true if you are in a "capital-intensive" business with significant material assets. In fact, I'd be very interested to hear someone make a strong case that it...

Increase Profits For Your Buxmont Business With Effective Compensation Strategies

We're still waiting on Congress to reconcile the different tax reform plans passed by the House and the Senate, but we do know a couple things. First, it looks pretty certain that you're not going to be able to deduct your state and local income taxes in 2018. Both...

Thank You For Making The 2019 Tax Season Our Best Ever

Here we are, and "tax season" is behind us.But the truth is that tax season actually never ends for us. We just get a little less busy. But what a 2019 tax season it was.Thank you so much for your trust, and for allowing us to walk with you during such a sensitive and...

Mike Sexton’s 2019 Personal Income Tax Documents List

So yes ... you run a business.Which affords you some massive opportunities not available to Buxmont wage employees on your PERSONAL taxes (depending, of course, on how everything is set up for you).So that likely means that you have a couple different tax returns to...

Why Buxmont 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 Buxmont business owner, might especially benefit from the perspective that I'd like to offer you.You...

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!