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.

Cultivating Gratitude for Thanksgiving 2020 in San Antonio

I think we all need this week.2020 has been *so hard*, for so many in San Antonio (and far beyond!). And it's not over yet -- from continued electoral fighting, to spikes in virus cases and increased governmental restrictions all over the place, and (of course) the...

Michael Essick’s Essentials On Small Business Insurance Coverage

"Go start a business!" they said. "It'll be fun and you'll make a lot of money!" they said. "FLEXIBILITY!" "BE YOUR OWN BOSS." But then ... well, you are your own boss now. And there are so. many. things. to think about...

How San Antonio Taxpayers Can Lower Their 2020 Tax Bill

Finally, the IRS issued guidance on Friday evening about payroll tax deferrals.And, as we've been communicating ... this may not be a very helpful program for most San Antonio taxpayers. In fact, it's actually up to employers (not employees) whether or not to withhold...

Four Key Points If You Find Yourself Owing the IRS Money by Michael Essick

For many San Antonio small business owners, and families, it can seem that the government has simply been throwing money around and not paying attention to what is done with it, or collecting what is due.After all, there is a backlog of notices that the IRS is STILL...

Helping San Antonio Residents Understand the Purpose of Life Insurance

As the old joke goes, the only two guarantees in life are death and taxes.In these updates, I obviously spend a lot of time talking about taxes.And these past 12 months, no matter how things have landed for those of you in or near San Antonio ... the other part of...

When Conventional Financial Advice Is Wrong by Michael Essick

Is there such a thing any more as "conventional wisdom"?It's a fair question to consider as we retreat further and further into our ideological silos as a society -- only reading "news" from the slant that makes us feel smartest ("See, if [smart person I read] says...

Michael Essick on Patterns and Habit, via Parable

Last week I wrote about worry, and this week ... well, the summer is fully upon us, and as things get hotter, some days I come into the office and with the intensity of the heat causing sleepiness, I occasionally find myself a little stuck. Can you relate? You see,...

San Antonio, Boerne, Texas hill country Folks With Student Loans, Or Who Take An RMD, You’ve Got To Read This

It feels to me that we're all in need of some good news.I have some great news for the young (ish) and the old (ish), but before I get there, I'd like to encourage EVERY person who is reading this:Keep your head in the game.Yes -- we can so easily get caught up in...

IRS Tax Levy: What Happens If San Antonio Taxpayers Don’t Pay What They Owe

In the vast majority of cases, people who have tax debt will start to pay attention to the series of letters the IRS sends them as they become increasingly more threatening. So, being proactive and addressing the problem head-on is always the best approach. But what...

Tax Documentation San Antonio Filers Should Keep and Why

Yes, it’s true, San Antonio friends… the financial markets look pretty rough as I write this, on top of a pretty rough end of last week. Inflation continues to wreak havoc … and the smartypants quants in Wall Street don’t seem to have confidence that the government or...

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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