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.

Are DIY Taxes Truly Free For West Michigan TaxPayers?

If you watched any football over the weekend, you probably saw this year's version of the popular tax software maker* touting "free taxes" or some such. Not only was the commercial fairly disturbing (it involves impalement of a person played as a joke), but the...

4 Goals To Jumpstart Your Financial Freedom In West Michigan In 2018

It feels VERY good to turn the page on 2017, doesn't it? There were so many hard things that we faced as a nation that the opportunity to start fresh feels particularly bright this week. Obviously, and as I've already written about in some detail, we have a brand new...

Ashley Forrest’s 6 Negotiation Tips To Get What You Want

Well, the brackets are set -- and the nation's collective basketball madness has begun. Billions fly around every year for this tournament (probably much of it not reported on Form W-2G!), and it's become a huge part of this season, as you no doubt know. But there is...

Instilling Financial Literacy For Kids In West Michigan

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...

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

How To Manage Money For West Michigan Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Ashley Forrest’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

Focus Training For Folks In West Michigan

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Four Tips For West Michigan Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in West Michigan into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in West Michigan who are paying attention (because...

Filing Late On Taxes? You Might Actually Be Among West Michigan’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...

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!