Tax Problem Resolution

You’ve got a friend in the tax business. Let us be your go-to for your any tax resolution needs you may have. From IRS wage garnishment protection to helping you get “Innocent Spouse” protection, we have the experience you need.

2018 Tax Extensions and Payment Options for West Michigan Taxpayers

Yep. This is the final week, and the personal filing deadline (April 15th) is *so* close.It's officially the final week of tax season -- and we are working our tails off for you and our other West Michigan clients.But I'm still taking the time to step away for a...

Ashley Forrest’s Three Big Tax Scams And How To Beware

Now we're cooking with gas.After weeks of reports that refunds were down, last week's data from the IRS shows a new trend. Although overall quantity of refunds are down, now the average refund is up 1.9%. After so many headlines to the contrary, I suppose that...

What Do I Need To File My Taxes For 2019? Here’s Ashley Forrest’s Checklist

Oh, you thought that calendar on your phone was accurate, did you? You thought 2018 was DONE WITH. OVER. (Hurrah)?Whoops. The fact is that over the following weeks and months, you will be reliving all of your financial decisions from 2018 while we put together your...

One Significant Habit Of The Wealthy In West Michigan — Generous Charitable Contributions

Now that we have a divided Congress again, we can all sit back and enjoy the gridlock that is headed our way.Or something.I don't blame you if you tune out from politics -- and I also don't blame you if you find yourself jumping more intentionally into the fray....

Four Great Summer Tax Moves For Folks in West Michigan

Summer is flying by. Do you feel that way?It's an exciting season with cookouts, vacations and extracurricular activities (my thoughts and sympathies for West Michigan parents with multiple kids playing multiple sports among 100 other things). Before you know it and...

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...

Ashley Forrest’s Two Financial Exercises To Strengthen Your Family Finances

All of the tax media outlets (and even some non-tax ones) were shouting about a new Government Accountability Office (GAO) report that showed that (gasp) millions of taxpayers are underwithholding, and that they will face a tax bill come 2019. Apparently, there was an...

Mark Your Calendar–Key Dates for the 2019 Tax Season

Whether you’re a bullet journaler or iCal person, Outlook user or whiteboard preferrer, these are the dates you’re going to want to know for completing your 2019 taxes.  ********************************* January 31, 2020 Deadline for W2s to be Mailed by an Employer...

Ashley Forrest’s Under-Utilized Pet Tax Deductions

Apparently, there are some politics things happening these days.But even more apparently, the tax deadline is three weeks away.Politics? As the young people say, ain't nobody got time for that.But you know what we DO have time for? Saving you a boatload on your taxes,...

Ashley Forrest’s Second Key To Wealth Building

Believe it or not, we have less than two months before federal taxes are due.Yikes.We have been meeting with so many West Michigan clients (including a fair number of new ones, thanks to YOUR referrals -- keep them coming!), finding so many wonderful ways to help...

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!