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.

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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.

Buy Now Pay Later Pitfalls Northeast Ohio Shoppers Should Beware

Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives.The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its...

E.A. Loxley & Associates on Back Taxes & Dealing with the IRS

When you owe back taxes to the IRS, they suddenly become very interested in your personal financial affairs.They’re going to start poking their nose into things that you’ve never seen the IRS be interested in, such as your:Housing costsCar payment, gas, and...

When Amending a Tax Return Is Right for Northeast Ohio Taxpayers

Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a do-over if you will. Let me tell you, I use the “undo” button a lot. Making typing mistakes or pressing the wrong button is just too easy,...

Why Disability Insurance Matters – Beth Loxley’s Take

Pre-2020 most of us would have had difficulty imagining (let alone preparing for) the effects of a worldwide virus. It seemed… (You just knew I had to throw that GIF in there, right?)That’s the rough thing about the unexpected. It’s difficult to prepare for or...

How Northeast Ohio Taxpayers Can Wisely Spend A Tax Refund

We’re all itching for reliably warmer temps and a reprieve from the heaviness of the world around us, and it’s a great temptation – especially this year – to take that big chunk of cash that Uncle Sam just handed you and spend it on whatever will divert, distract,...

Why Northeast Ohio Tax Debtors Should Unload Tax Debt Now

Here we are, nearing the end of tax season. It’s been one wild ride. I for one am counting the days until I can turn off my phone, sip on some iced tea, and get lulled to sleep by the wind and bird songs while swinging comfortably in a hammock. If you can’t reach...

How Northeast Ohio Retirees Can Stretch That Retirement Fund

Today we’re going to jump into the world of retirement withdrawal strategies and how to make your retirement fund stretch as far as possible. So, how do you make it last? Let’s take a look.How Northeast Ohio Retirees Can Stretch That Retirement FundEver notice...

House Hacking Guide for Northeast Ohio Homeowners

There’s a lot going on out there right now as the visible signs of spring begin to emerge. While the birds sing with the morning sun and longer hours of sunshine brighten everyone’s outlook – the whistle of mortar shells continues to echo throughout Ukraine and the...

Beth Loxley’s Perspective on Tax Filing Extensions

Today’s issue we’re diving into tax filing extensions… and Northeast Ohio people do this for all kinds of reasons. Truthfully, extended deadlines and delays have been pretty commonplace in the tax world over the last few years. Sometimes life smacks you in the face...

Beth Loxley’s List of IRS Audit Triggers To Watch Out For

When the tax deadline looms (this year’s is little more than a month out), a lot of Northeast Ohio people start rushing to slap things together before the deadline expires. But in all the rushing, it’s easy to get on thin ice… and fast.So, let’s talk about what can...

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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