I trust this message finds you well as we approach the year’s end, and it’s ALWAYS a significant milestone for both personal reflection and business evaluation. Among the essential tasks that require your attention is a thorough review of your … Read More
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What to Bring to Your Tax Appointment
Amazing Service
Our client solutions are driven by a unique, strategic-focusing process. A proven, systematic, and structured method for clients to achieve greater results in their businesses.
"I've been very impressed with the service I've received. Kyle really seems to really understand the details of my business."
Kim Smith
Client
"Working with Kyle was easy and we set up a plan to grow my business and get everything paid including the back taxes."
John Williams
Client
“Kyle has done my taxes for the last 10 years. I love that I have someone to call for tax questions throughout the year. I refer all of my friends here."
Liz James
Client
Personal Tax Preparation
Personal tax returns with W-2s, 1099 Retirement income, independent contractors, Schedule C filers, Schedule E Rental properties, and complex brokerage accounts, and crypto, and other alternitive investments.
Tax Relief
If you have unfilled tax returns, or owe the IRS back taxes, now is the perfect time to get caught up before it creates more problems in your life.
Business Tax Preparation
For small and large businesses, we prepare partnership, LLC, S-Corp, and corporate returns, monitor growth, profit, and risk ensuring the appropriate management.
Payroll Tax Help
The IRS aggressively enforces payroll taxes. On top of taxes owed they can enforce a trust fund recovery penalty that can be 100% of the taxes owed thus doubling what you need to pay. You don't want to go this alone. Hire us to negotiate with the IRS and lower the amount you owe.
Financial Planning
Personal financial planning insurance, investment, income tax, retirement, and estate planning, including real estate on a project or hourly rate; not on commission.
Real Estate Tax Help
We are pleased to help real estate agents with their tax planning and structuring. We also work with real estate investors on a per project basis or as part of their overall financial plan.
Tax Returns Done Right
Personal Taxes
1040, Schedule C, LLCs, Rental properties
$300and up
- Print and efile
- Includes your W-2 tax forms
- Maximize tax deductions
- Online access to all tax returns on file upon request
Small Business
S-Corps, LLCs, Corporations
750and up
- Print and efile
- *Includes personal tax return*
- Maximize tax deductions
- Quarterly Filings
- Online access to all tax returns on file upon request
Tax Relief
Personal & Business
$2,500and up
- Back Taxes
- Offers in Compromise
- Unfilled Tax Returns
- IRS Negotiations
- Payroll Tax Relief
"The hardest thing in the world to understand is the income tax"
Albert Einstein
Client
Kyle Dugan EA CAA
I’m an Enrolled Agent that takes great pride in offering my clients the highest level of service in order to assist them in achieving their personal, business, and financial goals.
As a licensed professional through the Treasury Department, you are assured that I participate in mandatory professional development, have regular practice compliance reviews, carry professional liability insurance, and conduct business under a strict code of ethics.
I am an experienced EA who can advise you on the tax and accounting challenges that you and your business may face.
I view every client relationship like a partnership, and truly believe that my success is a result of your success.
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Why Me
My client solution is driven by a unique, strategic-focusing process. A proven, systematic, and structured method for clients to think, plan, monitor and achieve greater results in their businesses and lives.
Take Charge of Your Business Today
My client solution is driven by a unique, strategic-focusing process – a proven, systematic, and structured method for clients to think, plan, monitor and achieve greater results.
Tax Articles
November’s Real Estate Corner
What REALLY happens to close on a home? “Closing” is that fine day on which the ownership of a house transfers from seller to buyer. Before that, a number of things have to happen: 1. Preparation: Once your offer … Read More
Unleash Your Inner Santa: Tax-Savvy Gifting for the Win!
Well, here we are, the end of November! The sparkly lights, gingerbread lattes, and classic Hallmark moments are right around the corner, but this season isn’t just about decking the halls; it’s also the season of giving. And hey, while … Read More
The Scammers Keep Going
Imposter scams and online shopping top the Federal Trade Commission’s 2022 list of financial frauds. A new August 2023 survey from GoBanking questioned more than 1,100 Americans aged 18 and older to find that huge numbers of people have been … Read More
Why “Now” is Better Than “Later” for Business Growth
If you’ve ever found yourself saying, “I’ll do it when the time is right,” let me be the one to break it to you—the ‘right time’ is a myth, like Bigfoot or fat-free donuts that actually taste good. Procrastination is … Read More
Stop Playing ‘Hide and Seek’ With Your FSA Funds: Use ‘Em or Lose ‘Em!
Guess what? We’ve entered the season of holiday songs, cozy sweaters, and—wait for it—Flexible Spending Account (FSA) planning. Yep, you heard me right. Amongst the jingles and twinkling lights, it’s easy to forget about those pesky FSA funds just sitting … Read More
Refinancing Student Loans
It’s hard to get past that student loan bill every month. But should you refinance? Financial experts are divided on the merits of refinancing. Notable financial gurus like Dave Ramsey emphasize a holistic approach to debt elimination, prioritizing budget … Read More
The Myth of “Taking It Easy” in Q4
Picture this: It’s the last quarter, the finish line is in sight, and you’re tempted to slow down. After all, everybody else is taking it easy, folks are on vacation, “Thanksgiving” seems to last all week, and you can hear … Read More
When Life Gives You Lemons, Make Tax Lemonade!
Ah, the wonders of investing – interest rates have had a huge impact on all of us these last two years, but as we move through Q4, you might have a few “misses” as far as investments that you’d rather … Read More