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.

Disaster Recovery Planning Your Menard Small Business Probably Needs

The phone rings in the middle of the night and a voice says your office is on fire. Early on a long weekend, that old pipe in the back finally bursts and no one will see the water for days. Or suddenly the Weather Channel’s saying a hurricane is barreling in your...
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Jamie R Jacoby’s C Corp Pros and Cons

Before I dive into discussing the pros and cons of a C corp, I briefly want to touch on some other things relevant to you as a Menard small business owner.Recession. The threat of it hangs in the air like a midwest thunderstorm. And as you anticipate it, you...
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How Texas Owners Can Have a Productive Business Meeting

Ever finished a meeting and thought That could have been an email? Yeah, I get that. Work meetings are one of those necessary evils that too often end up being time wasters rather than savers.But you can’t simply wave a magic wand and eliminate them (though, in...
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4 Year End Tax Strategies for Menard Businesses

Before I dive into some year end tax strategies Menardbusiness owners can and should be making, I want to address some rumors and misinformation about the SALT workarounds that are available to some of our clients (though not all).Essentially, 22 states (as of this...
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Business Bank Account Basics for Menard Business Owners

Have you been able to keep your mind clear? Have you kept your time-limited output and attention focused on your business? I hate to repeat myself, but this is so critical during these globally anxious days. Your business, your team – your FAMILY – is riding on...
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Menard SMBs: Note These Changing Business Tax Deductions

This year has been a rollercoaster for Menard business owners like you. Heck, the last few years have been. After all of the junk in 2020 and 2021, “inflation” and “supply chain shortages” have been the recent flavor of our wild ride together. Though that said, there...
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How a Continuous Audit Helps Your Texas Business

My quick take on SVB: Don’t let it rob you of your focus for building the business under YOUR control.In other words, let noise be noise … and focus on what’s most important: your immediate world.But I will say that this crisis is a perfect example of why you should...
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The Word on Payment Methods for Menard Businesses

…payment methods!Try to come up with one thing that’s more important to your business than taking in revenue smoothly. Yeah, I couldn’t, either.And making sure that revenue is coming in becomes almost an obsession when you’re feeling the squeeze of inflation on...
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Three Financial Statements Menard SMBs Need To Get Right

If you’re a successful business owner in this high-pressure time, you’ve learned to master the art of the pivot. Pivot on pricing, pivot on operations, pivot on hiring, pivot on supply, pivot on financials... Successfully pulling it off is impressive –...
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The Infrastructure Act and Your Menard Business

Blink, and we're already into December.Which also means… 2022 is right around the corner.Are you ready?The reason I put this so starkly is that you and I have less than 30 days left to make a tangible difference on your taxes (business or personal).For your business...
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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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