tax tips from a former irs agent

We did the time behind the scenes, now you get the benefit of that first-hand experience.

Tax Tips From a Former IRS Agent Claire Pelton Tax Tips From a Former IRS Agent Claire Pelton

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.

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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This blog breaks down the real reasons the IRS struggles to function effectively—from outdated technology and weak internal incentives to inconsistent audit quality and a reliance on fear-based compliance.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.

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Three things that make your rv or boat a tax break

Owning an RV or boat can be more than just a lifestyle choice—it can also be a bold financial move if you know how to make it a legitimate tax deduction. While the IRS has strict guidelines, there are three key ways to qualify your RV or boat as a deductible expense: treating it as a primary or secondary home, using it for business purposes, or renting it out as an investment property.

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