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.

Paducah Real Estate Investors: The 1031 Tax Deferral May Be Changing

It’s getting harder and harder to brace ourselves for the ongoing images of human struggle. They just keep coming. No matter your position on what’s happening, either nationally or abroad, the possibility of disaster touching us -- that is out of our control -- is...

When Amending a Tax Return Is Right for Paducah Taxpayers

Here we are in May. The tax deadline is in the rearview … and we’re still here for our Paducah friends. Ready to rock on your behalf. Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a...

How Paducah Retirees Can Stretch That Retirement Fund

You might not feel this as much in your bones as we do here, but the tax deadline is getting very close. This year, for reasons that at this point in our season would take way too long to explain, the tax deadline is April 18th (not 15th).We’re...

Delayed Gratification: Staying Focused to Get Ahead (Later) in Paducah

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

Dean Owen’s Tips on Getting Help with Medical Debt

Before I get into my tips for getting help with medical debt, let me start out by saying… we’re less than ONE WEEK away from the IRS beginning to receive electronically-filed returns.That means different things to different people in our Paducah client family, but I...

Dean Owen’s 4 Keys For How To Gain Financial Independence

In our digitally saturated age, it takes somebody with an iron will to not be impacted by the environment around us. There is a sense of impending doom among some of my Paducah clients, a weight of cultural fissure and confusion. More and more think pieces are...

How To Manage Money For Paducah Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

House Hacking Guide for Paducah 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...

The Tax Trap Paducah Side Hustlers Need to Know About

These days, it seems like everybody and their uncle has a “side hustle.”From delivering for Uber Eats and Instacart to selling crafts on Etsy to teaching English online to renting out your front yard for dog parties on Sniffspot (yes, this is a real thing), there...

Dean Owen on Year End Tax Strategies

I'm going to go further than I did last week and offer you some tangible things you can do NOW.And look ... probably taxes aren’t the first thing on your mind now that the holiday lights are flickering. After all, it’s a happy season for every Paducah resident,...

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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