tax tips from a former irs agent
We did the time behind the scenes, now you get the benefit of that first-hand experience.
Why Relationships Still Matter in Tax—and Why the Industry Is at Risk Without Them
In an industry racing toward scale, speed, and automation, Gabe’s message is quietly radical: relationships aren’t a soft skill in tax—they’re the foundation. And for clients who want to thrive, not just comply, choosing the right relationship may be the most important tax decision they make.
Important 2026 tax dates
Here is your quick guide to upcoming federal tax deadlines, the forms you’ll probably need, and who’s responsible for filing. It covers individuals, businesses, and common entity types.
inside the IRS: Why the System Is Broken
This blog breaks down the real reasons the IRS struggles to function effectively—from outdated technology and weak internal incentives to inconsistent audit quality and a reliance on fear-based compliance. Learn what actually happens inside the agency, why so many taxpayers lose audits, and how understanding IRS culture can dramatically improve your tax strategy and defense.
Understanding the Three Types of Income for Tax Purposes: Earned, Passive, and Portfolio
When it comes to taxes, not all income is treated the same. In fact, the IRS classifies income into three main types—earned, passive, and portfolio income—and each is taxed differently. Whether you're a business owner, real estate investor, or simply looking to get a better handle on your finances, understanding these categories can help you plan smarter and avoid surprises at tax time.
Don’t Miss These Overlooked Health-Related Tax Deductions
Are you including these often-forgotten health expenses in your tax return? See which expenses you should be including before you file.