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Make Your Tax Guy Your Best Friend

When you hear about taxes and accountants,

The imagine that comes to mind
Is someone who sits behind a computer all day
And crunches some numbers.

You also picture someone like Mr. Scrooge,
Who is just trying to squeeze every dollar from you
So they can pay their taxes too. (ironic right?)

Not every tax person is like that
And I want to share with you a key difference
To look out for when you are in search
Of tax or any financial assistance.

There are 2 types of accountants:

Reactive and Proactive Accountants

A reactive agent is one who waits for you
To send your financial information over
And then starts to prepare your taxes.

A proactive agent asks you to visit the office
With a dedicated time and asks a million
Annoying questions about your life
And your financial situation.

That’s the guy you want. 🙂

To truly save money on your taxes,
You want someone who is proactive.

A proactive agent recognizes that the best way
To cut out tax bills is to plan ahead.
(Think battle strategy on how you can win)

This agent is not really wanting to see you in April
To talk about last year’s taxes.
Instead, they would want to see every January
To have in-depth discussion about your finances,
Your upcoming changes you might see this year,
Any major changes in your life,
And your plans for the future.
(… really knows your situation)

Once they have this information you shared with them,
They can give you a definitive action plan
With the necessary steps to cut down your tax bills.
They point you in the right direction
With a detailed map of the route you should take.

Despite what you may have heard,
Accountants are normal humans
Just like you and I. (…mindblown)
If you don’t make any effort to get your tax situation sorted out,
They probably won’t give any effort either.

If you took the time and scheduled an appointment,
Discussed your tax situation with a professional
And then a detailed plan is given to you to get it fixed…

Who would be to blame?

The biggest part is to avoid procrastination.

These accountants can save you hundreds, thousands,
Tens of thousands, and hundreds of thousands, of dollars.
Make sure to do your part and follow the plan. 😉

So… I know you’re asking yourself…

“How do I find this guy who can me a butt load of money?”

You can search online for ‘local tax consultants’,
Ask a family member,
Ask a friend if there know anyone,
Or even at local networking event.

Honestly, you won’t know until you start talking with people.

When you meet one…
You need to ask them the steps
they will take to handle your taxes.

If they don’t mention a review on your finances
For the purpose of not making any recommendations,
You might want to move on to the next candidate.

Remember, you want someone who is looking out for your wallet too.

Your Tax Clean Up Guy Out

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The “I need help with my taxes” guide

Have you tried to file your own taxes and it just never worked out?

Organizing your taxes can is like doing the dishes…
You know that they need to get done,
But for some reason you let them stack up

And now you have a sink full of dishes.

Nobody wants a sink full of dirty dishes.

But it must get done.

If you get easily distracted when doing your taxes,
Check out my tax guide here.

What I want to share with you today

Is the different types of professional assistance

You can get for your taxes.

Is it ok that I share that with you?

Great! 🙂

You will definitely want someone who is knowledgeable,

An expert with tax specializations

And most importantly looking out for your best in your budget

Let’s talk about the various types of professional you can seek out.

  • Tax Preparer

Tax preparers are persons that are highly trained and educated. They have no authority to represent clients before the IRS (except regarding returns they prepared and filed). This is like knowing a really good car mechanic that won’t overcharge you for just looking at your car.

  • Enrolled Agents

Compared to tax preparers, an enrolled agent can show you your taxes with an assessment. These are your advanced tax professionals. Enrolled agents are subject to a suitability check and must pass a three-part Special Enrollment Examination, which is a comprehensive exam that requires them to demonstrate proficiency in federal tax planning, individual and business tax return preparation, and representation. They must complete 72 hours of continuing education every 3 years

Enrolled Agents are like personal trainers, they will stick with you the whole way to get the results you want.

  • Certified Public Accountants

Licensed by state boards of accountancy, the District of Columbia, and U.S. territories. Certified public accountants have passed the Uniform CPA Examination. They have completed a study in accounting at a college or university and also met experience and good character requirements established by their respective boards of accountancy.

CPA’s not only can help prepare your taxes, but also help you save on taxes. They can be a little pricey at times, but a good one can help you understand the in’s and out’s of the tax system legally.

And, now you’re probably wondering…

“What about attorney’s?”

Well.

Attorney’s are definitely an important part of the process, but they aren’t ALWAYS necessary.

There’s two major cases in which you should seek out an attorney:

  1. If you’re seeking legal action against the IRS.
  2. If your case would be classified as a criminal case

Most importantly…

Find what’s best in your budget because you need something that won’t break the purse strings, but will also get back on track to achieve the financial goals that you want.

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Tax Guide For The Easily Distracted

To be simple…

No one likes doing their taxes

So why do so many Americans put off doing their taxes until April?

Organization and Procrastination

“It’s that time of the year, AGAIN?”

Use this simple process, and you will be ready for Uncle Sam.

There’s still 2 months until you have to file your U.S. tax forms,

But that’s exactly why now is a good time to file.

“I still have some time.”

“I’m not sure if I’ll even get a refund.”

Most adults would rather watch paint dry, then file their taxes.

Here’s some tips on how to make…

Taxes less taxing (pun intended)

  1. Set up a folder (red, black, blue) or a box (empty cardboard box) Where your tax forms go (receipts, invoices, 1099s, W-2,…)
  2. Find a buddyNOT saying you should share all of your tax information with everyone that you know, but you have friends that have to get their taxes prepared too. Find out what helps them sort their taxes and maybe send a referral or pick up some other tips
  3. Find a Pro – You know that box or folder that you continuously put receipts, statements and invoices in… you can bring that box to a professional and they will help you with your needs. If the IRS is calling or sending you mail, seek a professional.
  4. File Online – There are many places that you file online, Turbotax being the most popular of the online platforms. It’s easy to use and you quite literally just input your numbers from all your tax documents.

Even though this seems really simple, there are still a lot of people out there who don’t file their taxes and end up owing thousands of dollars.

Small as it may seem, but having a system where you put all your forms and documents in for tax purposes can really save you on time.

Time that can easily be gained back by having a box for your receipts.

I bet that you didn’t know that you have a friend that knows a friend of a friend that is in the tax business. Someone who could be in your same situation is getting help and you simply didn’t ask for help.

Seeking a professional is always the best type of advice you can receive. A professional is exactly that; someone who has spent an extraordinary amount of time to learn about this and made a living out of it. (100% true)

Hope that these tips are helpful….

They certainly were when I first started down this path.

Have problems with the IRS because of not filing?

Check out my

5 Secrets that the IRS doesn’t want you know if you’re a non-filer

If I could look at your tax file,
Without the IRS looking back.

Would you hire me?

Your Tax Clean Up Guy

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Tax Clean Up Testimonial – Alex

“Michael is excellent at working with difficult people! … -laughter- “

“Michael is excellent at working with difficult people! … -laughter- “

Before I met Mike, there was certain amount of anxiety when it came to my situation…

In fact, the more I talked with my wife about the situation…the more anxiety that would come.

There’s PEACE OF MIND when it comes to dealing with someone who is a professional, and Mike is that person.

He and the Tax Clean Up Team have made our lives awesome.

Progress and Expectations are clearly communicated.

Issues are resolved almost immediately. (…In fact, response within HALF A DAY at the latest)

I would recommend Michael and Tax Clean Up to ANYONE whether you have IRS problems, or IRS questions…

And bottom-line, if you’re looking for someone professional, responsive and able to get the job done.

-Alex
Carrollton, TX

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Tax Clean Up Testimonial – Clint

“I’m an IT Professional and attempted entrepreneur and…that’s HARDER THAN IT LOOKS. I got in too deep, and Mike got me out.

“I’m an IT Professional and attempted entrepreneur and…that’s HARDER THAN IT LOOKS. I got in too deep, and Mike got me out.

Before I met Mike, I was working as an IT professional and Independent Contractor.

However, I didn’t have skills or discipline to file my quarterly taxes, and it got out of hand quickly.

When I got involved with Mike, I immediately knew Tax Clean Up could help me out.

Mike knew different deductions that I had…

(…that I didn’t know about)

Mike knew how to depreciate items…

And, I quickly found out that my skills in the IT world, did not transfer into handling taxes correctly.

However, my experience with the Tax Clean Up team was exceptional.

They made the appointment promptly.

They let me talk.

They didn’t rush me.

And, MOST IMPORTANTLY.

They knew what they were talking about.

-Clint
T

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Tax Clean Up Testimonial – Glen

“I actually used another firm at another ‘crossroads’ (before Tax Clean Up) and they had been non-responsive…they basically did nothing.”

My issue was unpaid payroll taxes.

Prior to working with Mike and Tax Clean Up, I had hired another tax firm to help me with the issue…

But, it ended up unresolved.

And.

It cost me heavy fees.

That is NOT the experience I had with Mike’s team.

They were VERY responsive, VERY “take-charge” and VERY responsive in comparison to what I had dealt with in the past.

In fact, the thing that I liked most about Tax Clean Up was there responsiveness to my needs.

I would absolutely recommend Tax Clean Up and I think you’ll be pleased with their work.

-Glen
Dallas, TX

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Tax Clean Up Testimonial – Jennifer

“We received letters from the IRS saying we owed $600K, when we didn’t owe anything.”

“We received letters from the IRS saying we owed $600K, when we didn’t owe anything.”

It was a scary letter saying that we owed money…

When we didn’t think we owed the money

There was a feeling uncertainty because we were not sure when the IRS was going to come knocking on our door

Or

Even just take money from our bank accounts

We had no idea what was going to happen because we haven’t contacted anyone before we contacted Tax Clean Up

My tax debt originated from my ex-husband and I owning a business in 2014

When we were referenced to Mike and Tax Clean Up, the one word I can say about is…

Comfortable

I felt like I could contact Mike or anyone on his team at any time

And they made me feel welcomed

Mike and his team were able to quickly assess our tax issue and get results

In fact…

We didn’t owe anything…

I actually received a REFUND of $12,000!

I would recommend Mike and Tax Clean Up to everyone!

-Jennifer
Carrollton, TX

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Tax Clean Up Testimonial – Rick

“I’m in the business of helping people improve their credit…”

“I’m in the business of helping people improve their credit…”

In general, most of my referrals just haven’t filed their taxes and became a HUGE problem when the IRS finally caught up to them

As a consequence of my business…

I run into people who need good professional assistance with the IRS and tax issues

I became acquainted with Mike and Tax Clean Up many years ago with referrals from my clients

In one particular instance…

One client filed their taxes incorrectly for years…

And.

Knowingly that it was being filed incorrectly…

So the services of a solid professional was needed to avoid LARGER consequences

Mike and his team were able to come and take a look at their needs…

SAVED the client over $100K worth in debt

And

Was able to have it CLEARED from their record.

The one phrase I could pick to describe Tax Clean Up…

High Integrity

The communication between Tax Clean Up, my client and myself was impressive

There was not a time neither of us were not kept in the loop

-Rick
Carrollton, TX

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Tax Clean Up Testimonial – Jennifer

“I was trying to buy a house…but I owed $1000’s in back-taxes. I don’t think I would be where I am without Mike.”

My cousin actually referred me to Mike and Tax Clean Up to get an issue resolved, so that I could get approved to buy a house.

“I was trying to buy a house…but I owed $1000’s in back-taxes. I don’t think I would be where I am without Mike.”

The issue at hand, was a pending tax lien from the IRS that affected my credit score.

So, I was unable to get approved for the loan.

I reached out to Mike and within ONE HOUR I was able set-up an appointment to discuss the details of my tax issue.

Once Mike got involved, he was created a case for a settlement with the IRS…

And.

The IRS accepted the settlement, and actually knocked off about $10,000 from my balance on the tax bill.

Mike helped me to erase the tax lien from the IRS, and I immediately qualified for my new home, which I’ve been in for over a year now.

Mike is a man of his word.

He is dependable, reliable, and he did an AWESOME job for me.

I would definitely recommend Mike and Tax Clean Up to anyone who has problems with the IRS and he will help you get closer to your destination in life.

-Jennifer
Frisco, TX

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Tax Clean Up Testimonial – Eric

“I was behind on my taxes for 3 years as a 1099 Contractor for Uber…

“I was behind on my taxes for 3 years as a 1099 Contractor for Uber…

Before I met Mike, I was working my normal 9 to 5 job and supplementing my income as an Uber driver.

There was always a little thing in the back of my mind that made me concerned because I had not been filing my taxes every year.

Thoughts like…

“What if the IRS comes and audits me?’

And, I knew that if continued to not file…they could garnish your wages.

Basically, you’re “at their mercy”.

So, I decided to be proactive about it and reached out to Mike.

Once he and his team got involved…

The journey went smoothly, and they were able to help me with any of my needs.

In fact, I almost never had to be in their office, because of their ability to have documents transcribed and signed via the computer.

And.

If I had any issues, I was able to contact Mike, and he was able to get back to me WITHIN AN HOUR or at least the same day of my call.

As a result of Mike and Tax Clean Up’s effort, I was able to get a payment plan that was comfortable for my budget.

I would absolutely recommend Mike to anyone who has an IRS problem, and have already referred people to come see him.

-Eric
Carrollton, TX

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