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:

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Tax Preparation

Stop missing out on potential deductions that could be saving you big money!
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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.

Rich Rhodes’ 4 Keys For How To Gain Financial Independence

In our digitally saturated age, it takes somebody with an iron will to not be impacted by the environment around us. There is a sense of impending doom among some of my Cleveland clients, a weight of cultural fissure and confusion. More and more think pieces are...
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Filing Late On Taxes? You Might Actually Be Among Cleveland’s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as...
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The latest on when Cleveland taxpayers will get their stimulus check — and Social Security Beneficiaries too!

Yesterday, we learned some news, and I thought I'd send you a short note for you to hear this (it is a welcome change).Earlier this week I wrote to you (and it has been all over the news) about the economic stimulus checks (typically for $1,200 for single filers and...
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The End of Tax Season, Estimated Taxes, And Unemployment Compensation by Rich Rhodes

I'm still emotionally adjusting to the fact that we just went through 4th of July weekend ... and "tax season" is STILL GOING.I'm thankful for it, because I also know that extending the deadline during this wild, intensely difficult year (for so many) was a rare...
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Five Key Habits of the Wealthy Cleveland Clients We Serve

The clock is really ticking now on 2020.But before you celebrate, please -- for the love of Pete -- make SURE that you are getting whatever needs doing done NOW that might affect this year's taxes. I've been banging this drum the last couple weeks, but I know how...
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A Note on the Coronavirus for Cleveland Families

As COVID-19 snakes its way through the world, what's becoming clear to me is that ... well, not much is clear.From death rates (relying upon shaky data from totalitarian regimes), to spread rates, to proper precautions -- you can find an article from a...
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The Joys Of Providing Professional Tax Services To Cleveland

Well, our primary work for this tax season in Cleveland has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in Cleveland, we make it a point to do a bit more than simply "fill out forms" on your behalf. I'll...
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The New Stimulus Update and Tax Issues for Cleveland Filers

The "American Rescue Plan" has been finalized. And there are things about the new stimulus update our Cleveland clients should know.While I normally write weekly, there is information in this strategy note that you need to know about now that might even impact how you...
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Buying vs Renting in Cleveland: A Few Considerations

The longest day of the year (Sunday the 20th) is next week, the official start of summer. We're taking our cues from the season and steadily working through extensions and year-round planning moves.AND we're also finding ourselves helping some Cleveland people who...
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Labor Tax Updates By Rich Rhodes

Everything about this year since March has just felt a little ... off. And I mean aside from all of the cultural and political turmoil we're living through.The seasonality of everything feels different too. Pro sports are out of sync, "back to school" season surely...
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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!
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