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efficient accounting services.
We have financial solutions for small businesses, small business owners and individuals. Our goal is to provide our clients with professional, quality service. We can assist you in reaching your business or personal financial goals at any stage in the process.
May Blog
What Your Tax Return Is Telling You (and How to Use It to Save Money This Year)
Tax season isn’t just about filing and moving on, it’s an opportunity to gather valuable insights that can directly inform a smarter tax strategy for the year ahead. Whether you’re an individual taxpayer, self-employed, or running a small business, your recent tax filing can reveal critical information that, if acted upon early, can help you save money, reduce tax liabilities, and make next year’s tax season far less stressful.
1. Review Income Sources and Taxable Events
Start by reviewing all your income sources reported on your return. Did you have any unexpected taxable events—such as investment gains, freelance income, or rental property income—that pushed you into a higher tax bracket? Planning ahead by saving for estimated tax payments or investing in tax-advantaged accounts can soften the impact next year.
For small business owners, it’s especially important to
A good accountant/bookkeeper is the foundation of making sure you have a good set of financial records to help you manage your cash flow, lower your overhead, and achieve your growth goals.
What Our Clients Are Saying
“We highly recommend Lisa Price for any and all bookkeeping services. She is honest and trustworthy, did an excellent job on our company books for years. She was accurate, reliable and quick to return books. It was a pleasure working with her.”
— JERRY COLVIN, Rock Solid Restoration, LLC
“Not only will they do your bookkeeping and/or taxes and such, but Lisa also cares about you and your success as a business. She has strategies and help with anything you need to prosper.”
— ANN TADDEO, American Dream Realty
