Whether your business is law, construction, manufacturing, retail, or government contracting, and you require exit planning, asset protection, or a tax planning solution, our business has been "solving clients' problems" since 1977.

Blog

Blog

2024 Tax Adjustment Highlights

2024 Tax Adjustment Highlights

The 2024 tax thresholds, brackets, and rates you’ll use to file your taxes during the 2025 tax season have just been released. Here’s how they panned out: About 90% of taxpayers claim the...

read more
Money Moves Before the New Year

Money Moves Before the New Year

We know you don’t want to deal with taxes this time of year, but hear us out: Unique tax-saving opportunities are only available before the year’s end. Think of it as the holiday gift that...

read more
Business Dinner Seminar With Our Experts

Business Dinner Seminar With Our Experts

The event included a panel discussion on the process of buying and selling a business, led by industry experts Michael L Shipman VP, Frost Insurance, and Steve Bankler. Business owners Richard...

read more
Is C-Corp to S-Corp a Smart Move?

Is C-Corp to S-Corp a Smart Move?

Reaching C-Corporation status can feel like the realization of a dream, and it can be the best structure for many businesses. However, sometimes it makes more sense to elect an S-Corporation...

read more
Dangers of TikTok Tax Advice

Dangers of TikTok Tax Advice

Are you a TikTok fan? Love someone who is? Many on the social media platform swear it’s a great way to pick up practical lifehacks, including valuable little nuggets of tax advice. But is it...

read more
IRS Caught Covering Up a $38 Million Blunder

IRS Caught Covering Up a $38 Million Blunder

The IRS was recently caught backdating a signature on a valuation penalty document—and then trying to talk their way out of trouble—in a giant conservation easement case. Legal experts wonder...

read more
Education Tax Credits: What You Need to Know

Education Tax Credits: What You Need to Know

It’s back-to-school season, so what better time to talk education tax credits? Taxpayers claiming the credits are often flagged by the IRS, usually due to a simple-to-fix form mismatch. There...

read more

Are you confident you’re paying the least amount possible on your business taxes?
Schedule a private and complimentary consultation with Steven Bankler and put more money in your pocket!