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.

Let’s Talk About Your Business…

But the problem is that there’s a lot of confusion out there about how to grow your business right-with cost-effective, powerful strategies…

Kelly Grimes’ Four Keys To Smarter Interview Questions

Firstly, with the advent of technology like Google's new "Duplex" system, it's going to reach a point (sooner than we realize) that Grayson County, TX businesses like yours -- and mine -- will have less use for employees that are mere "order takers" or who don't...

Tax Return Review and 2018 TCJA Planning Session for Grayson County, TX Businesses

I'm going to take a moment to address you who might NOT be using our services thus far. There's a word or two for current Kelly Grimes, CPA clients here as well, but allow me to explain. You see, sometimes, you just know you need to make a change, but the timing isn't...

Five Financial and Tax Strategies For Grayson County, TX Small Businesses

It's increasingly clear to all of us that our present "cultural moment" can take a toll on any Grayson County, TX person's mind who isn't vigilant. Constant connectedness to those who are (by their very vocation) incentivized to highlight change, chaos and fear is...

Three Tips On How To Succeed as an Entrepreneurial Business Owner in Grayson County, TX

Now that TY2017 is behind us, it is time to turn our greedy eyes towards the savings possible for you and your Grayson County, TX business in the "new" tax code under the Tax Cuts and Jobs Act of 2017. And there are many ways to save with these new regulations. One of...

Develop Your Grayson County, TX Target Client With These 7 Important Traits

While we're on the subject of what's holding Grayson County, TX business owners back... I wrote recently about how too many of my Grayson County, TX small business owner clients don't allow themselves the gift of good delegation. It keeps them toiling along with minor...

Tax Paperwork Checklist

Already, we have many, Grayson County, TX tax clients who have filed, have received refunds and have never been more pleased with their filing experience…

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

Financial Behaviors For Grayson County, TX Business Owners (Part 2)

For many Grayson County, TX business owners, the Memorial Day weekend is sometimes one that can feel a little lonely. While many of those around you are floating on a boat with a fishing pole in the water, or firing up the backyard grill, there you are in the office...

Three Easy Ways for Grayson County, TX Business Owners to Develop Delegation Skills

The corporation deadline for Grayson County, TX businesses is behind us, and we're taking a big breath around here (while still focusedly working through personal tax returns as well). Apparently, there are basketball games being played.  Not that we would know much...

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!