All Your Financial Needs Tips

Older business man stressing over taxes at while sitting at his table

Death And Taxes

As the old saying goes, there are two things that are definite, death and taxes. Therefore, I thought we should discuss taxes once a family member passes.
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End Of Year Tax Tips

It's time to start thinking about tax season, and with the craziness of the holidays, don't wait to worry about your tax documents until it's time to file.
A pen laying on a virtual currency transaction tax form next two physical Bitcoin coins

What You Need to Know About Reporting Virtual Currency Transactions to the Internal Revenue Service

The IRS started sending letters to virtual currency transactions taxpayers who potentially failed to report income or didn't report their transactions properly.
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Is it Just a Hobby or Are You Running a Business?

There are special rules and limits for deductions when you report the income and expenses on an activity that is a hobby, which is different from a business.
Solar company employees installing solar panels on a roof

What You Need To Know About The Solar Tax Credit

I had a few clients that were expecting a big tax refund from the installation of their solar panels. They were told one thing and received something else.
A tax form with AUDIT stamped in red with Tips to avoid a tax audit typed in red on the top of the image

Tips To Avoid A Tax Audit

The IRS do not get all of your W2s until August or later, so you may receive a letter for prior returns. I want to make sure you're protected if you're audited.
Denise Calderon smiling as she leans against a chair in her office in Minneola, Florida with a badge for Best of South Lake 2019 above her right should

Why I Chose to Become a CPA

As a Certified Public Accountant (CPA), I am tasked with helping people make sound financial decisions and am entrusted with highly personal information.
Basic drawings of a red and green house with two arrows circulating between the two showings exchanges between the houses with 1031 Exchanges What Investors and Realtors Need To Know typed above

1031 Exchanges: What Investors and Realtors Need to Know

What is a 1031 Exchange? It is a tax deferred exchange as defined by the Internal Revenue Code (I.R.C.) 1031. So how does that affect Investors and Realtors?
A W-2 tax form laying on top of a calendar open to April with Tax Deadline typed above it in red

Are You Ready for the Approaching Tax Extension Deadlines?

What happens when you do not file or pay your taxes on time? Of course, the IRS may charge you interest and penalty fees for late filing and payments.

Start Planning

Get Started With Your Taxes Early This Year

Lack of tax planning leaves you liable to tax pitfalls. We offer tax expert services and comprehensive know-how to help you grow financially.