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.

Year-End Business Tax Strategy for Menard SMB Owners

There are many of our clients for whom this time of year is like their version of the Super Bowl. Some Menard businesses are earning 30-50% (or more) of their yearly revenue in this one month.Others ... well, this is a normal month -- except of course for all of the...

What is the Best Payroll Software for Your Menard Small Business?

Every Menard business owner in today’s inflationary environment is looking for ways to economize and improve: overhead expenses, workload, staffing needs, office space, supply chains, etc. It all feels stretched. We’re *all* feeling it, even here in Menard.So it might...

Business Cash Advance: A Loan Alternative for Texas Businesses

This year has been a less-than-fun rollercoaster in the world of finance.Well, good news on that front — no more recession bogeyman lurking under the bed, at least that’s what the Fed declared as they raised rates again last week. Doesn’t mean more interest rate...

Things To Consider Before Selling Your Menard Business

You’ve put in the years, labored long days, sweat the bad times, and high-fived in the good as your business grew. Now, it looks like it’s time to step away into the next life stage, slay the next dragon. It’s time to sell. (You think.)Whether you’re headed to another...

The Hiring Tips Your Menard Business Needs

It seems like everywhere SMBs and retailers are short-staffed (and hiring). At the same time, with high inflation plaguing the country, other businesses are in the middle of layoffs.It seems as if these two realities would meet together, and establish an economic...

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...

Jamie R Jacoby’s Three Business Tax Penalties To Avoid When Possible

With May 17th behind us (though for those in Texas, Louisiana and Oklahama -- this was just another day. June 15th is coming at us fast!), we’re turning towards the planning and optimization part of our calendar.But before we leave taxes in the rearview, let's address...

Marketing Tips for Small Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

How Menard business owners can beat occupational stress

As a Menard business owner, you carry the weight of your company on your shoulders. But the reward is this: when things go well – your profits are good, you’re meeting your business goals, you’re dreaming for the future, entrepreneurial FREEDOM is in the air –...

Jamie R Jacoby’s “Help Us to Remember” Holiday Prayer

It's Wednesday the 23rd, as I put this together, and many of our clients and friends are gearing up for a very different kind of holiday week.I'm very aware that while the holidays are a time of joy for many, they are just as often a time of pain for a significant...

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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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.

How You’re Missing Legal Tax Deductions

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