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.

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...

Jamie R Jacoby’s Tips for How to Raise Your Prices Properly

Did you hear the news from last week’s inflation report?Consumer prices increased more than 5% between May 2020 and May 2021.Given the Federal Reserve’s 2% inflation target, that’s a pretty steep increase.Have you taken a look at your own cost of doing business...

5 Tax Planning Tips to Give Your Menard Business a New Look This Summer

Before we talk about some tax planning tips to give your business a new look this summer, I first want to say that I hope your Memorial Day weekend was special. Even though this business owner had some work to do, a quiet office is my friend. In thinking about the...

Big Employee Retention Credit Update For Menard Businesses

With the passage of the American Rescue Plan Act AND the CARES Act, the government is seemingly trying to go "full Oprah" with all of the credits, grants, and such that they are slinging out to Menard small businesses...And while the media headlines are dominated by...

How Menard Businesses Can Build a Quality Prospect List

How’s your client/customer list faring these days?If you’re like every other business around you, you’ve got some churn happening. People move, change jobs, experience a shift in financial circumstances … the list goes on. Even in predictable economic times (remember...

Jamie R Jacoby’s Tips for Creating a Business Disaster Plan

The past year and a half has been stressful for everybody in Menard. And I would argue it’s been doubly so for Menard business owners.The thing is though, these things happen. Quite regularly. Maybe not global pandemics, but disasters in general.So, as the person in...

Expense Reimbursement vs Company Credit Cards: What Menard Business Owners Need to Decide

If you'll forgive me, I'm going to get pretty geeky today.You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc. or using a company cc. Oh my Menard readers, I'm going to take you down a little rabbit hole today,...

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...

Let’s Talk About Your Business…

See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.

Using an IRS Accountable Plan to Maximize Deductions for Your Menard Business

Any of you Menard business owners remember those halcyon days when you could "talk a little business" with somebody while traveling ... and then you got to write off the whole getaway on your taxes?Even if that ever really happened, that ain’t today. Now, the good...

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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