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.

Effective Financial Documentation Strategies for Cleveland Taxpayers

A few timely things to get to, before I offer you my thoughts on a good task for you to do this week...First of all, the IRS has apparently caught up on processing their backlogged mail that stacked up during COVID closures. Or, well enough, they say.That means that...

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...

The Important Details of Mortgage Forbearance For Cleveland Taxpayers

Here we are, just out of perhaps the oddest Memorial Day weekend in memory.The summer is here! But it feels like much of our country is still mired in winter. And that feels like it is still the case, no matter the hints of progress against this virus, and no matter...

Five Key Takeaways From The Second Coronavirus Relief Bill For Cleveland Taxpayers

Say it with me again: it's a whole new year. 2020 is in the rearview...And 2021 is starting with some very nice treats for regular families in the clunkily-named "Coronavirus Response and Relief Supplemental Appropriations Act of 2021", also known as the "Consolidated...

Stimulus Payments, Retirement Account Updates and Tax Changes for Cleveland Taxpayers

 Chances are good that you or someone you know and love has lost their job recently. You've also probably been touched in some personal way by the actual virus (whether through someone you know, or with whom you keep in touch).This crisis has a steadily-unfolding...

Save On Your Taxes With Rich Rhodes’s Nine Tax Planning Questions

Tax Pro World is abuzz about the increase of the Social Security wage base standard.Well, I should clarify -- most of Tax Pro World is taking naps this week and not really thinking much about taxes whatsoever, ha! After all, that was one of the most epically intensive...

Instilling Financial Literacy For Kids In Cleveland

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

What Cleveland Taxpayers Should (and Should NOT) Do With Their Economic Stimulus Checks

So, you got that stimulus check (or, as the government wants to call it, your "Economic Stimulus Payment")...What next for Cleveland families and individuals?Please use these funds wisely.If I could sum up my advice for next steps, it would be this: act like you did...

Rich’s Top 5 Healthy Financial Habits

Yep, here we are in March, and that means that it's GO TIME for taxes. If it takes you a couple weeks to pull things together, and get organized ... well, now is a very good time to start the process.We're here for you with any questions: (330) 225-3928But don't panic...

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...

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!