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Welcome to the Integrated Financial Solutions Blog — your go-to resource for expert guidance on tax relief, tax resolution, back taxes, IRS notices, tax planning, small business taxes, bookkeeping, and tax preparation. Whether you’re dealing with unfiled returns, facing audits, or looking to lower your future tax burden, our blog offers practical strategies, industry insights, and professional advice to help you stay compliant and financially confident.

Top Mistakes Business Owners Make During an IRS Audit

September 15, 2025

An IRS audit can feel overwhelming, even for business owners who believe they’ve done everything right. But more often than … Read more

5 Changes in Tax Law That Could Affect Your Business This Year

September 12, 2025

Tax laws never stay still for long, and 2025 is no exception. While some updates may seem minor, even small … Read more

CFO’s Guide to Preparing for Tax Season: Best Practices for Business Success

September 10, 2025

For a Chief Financial Officer, tax season is more than just filing forms—it’s an opportunity to streamline operations, reduce liabilities, … Read more

Why Timing Your Income and Expenses Matters More Than You Think

September 8, 2025

For many business owners, timing your income and expenses might sound like a small accounting detail. In reality, it’s one … Read more

When to Negotiate and When to Fight in Tax Disputes

September 5, 2025

Tax disputes can be stressful, costly, and distracting from running your business. But the way you handle them can determine … Read more

Cost Segregation Myths That Are Costing You Thousands

September 3, 2025

Many business owners hear the term “cost segregation” and either dismiss it as too complicated or assume it’s only for … Read more

The Business Owner’s Guide to Spotting Hidden Cash Flow Leaks

September 1, 2025

Running a profitable business isn’t just about generating revenue — it’s about keeping more of the money you earn. Unfortunately, … Read more

Why Closing Your Books Early Gives You a Competitive Edge

August 29, 2025

Closing your books early isn’t just about staying organized — it’s about putting your business in the best possible position … Read more

The CFO’s Guide to Preparing for Tax Season: Best Practices

August 27, 2025

When tax season approaches, a CFO’s role becomes critical in steering the business through complex tax requirements while optimizing outcomes. … Read more

90-Day Window to Stop IRS Collections

August 25, 2025

The 90-day window to stop IRS collections could be the only thing standing between you and aggressive IRS actions like … Read more

Hidden Dangers of Mixing Business and Personal Expenses

August 22, 2025

It might feel harmless to swipe your business card for something personal—or vice versa—but mixing business and personal expenses in … Read more

Tax Strategy Review Every Quarter Pays Off

August 20, 2025

Running a business means your financial landscape changes fast—new clients, new expenses, and sometimes new tax rules. A tax strategy … Read more

Revenue Officer Visits Your Business—Now What?

August 18, 2025

If a revenue officer visits your business, it can feel intimidating, but understanding what happens next is crucial. These visits … Read more

Strategic Timing Selling Assets: Why It Matters

August 15, 2025

When it comes to selling equipment, property, or other major assets, strategic timing can make the difference between a manageable … Read more

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What IRS expects from you

What the IRS Expects From You—And What Happens If You Don’t Deliver

June 16, 2025

When most people think about the IRS, one word comes to mind: fear. But staying compliant with IRS expectations doesn’t require fear—it requires clarity. So, here’s what the IRS expects from you as a taxpayer? And what happens if you don’t deliver? Understanding those expectations now can save you from panic later. What IRS Expects … Read more

AI replacing your CPA isn’t happening soon—human tax expertise still matters.

Why AI and Automation Aren’t Replacing Your CPA Anytime Soon

June 13, 2025

AI is reshaping everything—from self-driving cars to how we write emails. But if you’re a business owner wondering whether AI is replacing your CPA, the answer is simple: Not anytime soon. Yes, automation tools can speed things up. Yes, AI can crunch numbers at lightning speed. But there are some things software still can’t do—and … Read more

Respond to a state tax lien without panic using expert help and step-by-step planning.

Respond to a State Tax Lien Without Panic: What to Do First

June 11, 2025

If you’ve received a notice from your state that a tax lien has been filed, don’t panic—but don’t ignore it either. The faster you respond to a state tax lien, the more control you have over how it affects your business and finances. In this guide, you’ll learn exactly what a state tax lien means, … Read more

CFO insights for business growth

CFO Insights for Business Growth: What to Do After You Scale

June 9, 2025

So, your business has grown—now what? You’re bringing in more revenue, expanding your team, and finally feeling like you’re getting somewhere. But here’s the catch: rapid growth without CFO-level strategy can put your entire operation at risk. That’s why CFO insights for business growth are essential at this stage. Scaling isn’t just about selling more—it’s … Read more

Understanding payroll taxes for small business compliance

Understanding Payroll Taxes: What You Need to Know to Stay Compliant

June 6, 2025

Payroll taxes are a critical part of running a business with employees. Understanding payroll taxes is essential for staying compliant with IRS and state regulations, avoiding costly penalties, and ensuring your employees are properly paid. In this guide, we’ll break down what payroll taxes are, why they matter, and how to handle them efficiently. What … Read more

Tax tips for seasonal businesses — planning and paperwork during off-season

Tax Tips for Seasonal Businesses: A Survival Guide

June 4, 2025

Running a seasonal business can be rewarding—but it also comes with major tax headaches. If most of your income hits during just a few months of the year, you need a clear plan to stay ahead of the IRS. This tax tips for seasonal businesses guide is your playbook to stay cash-flow positive, deduction-savvy, and … Read more

bad bookkeeping causes bigger tax bills

How Bad Bookkeeping Leads to Bigger Tax Bills (And How to Fix It Fast)

June 2, 2025

You know what’s scarier than tax season? Finding out you owe thousands more than you expected—because of bad bookkeeping. Here’s the truth: bad bookkeeping doesn’t just cause stress. It quietly inflates your tax bill, triggers audits, and chokes your ability to make smart financial decisions. The worst part? Most business owners don’t even realize how … Read more

Coaches and consultants lowering their tax bill with smart planning strategies

Lower Tax Bill for Coaches and Consultants: How to Save Without Changing Your Business

May 30, 2025

If you want to lower your tax bill for coaches and consultants, you’re in the right place. Many coaches and consultants think saving on taxes means big business changes or cutting services. But that’s not true. You can lower your tax bill for coaches and consultants without changing a thing about how you run your … Read more

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Can You Write Off That Vacation? A Guide to Mixing Business & Pleasure

May 28, 2025

Wondering if you can write off your vacation when mixing business with pleasure? This is a common question for entrepreneurs and freelancers alike. The IRS has specific rules about what qualifies as a deductible business expense when your trip involves some leisure time. In this guide, we’ll break down how to legally write off vacation … Read more

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The Hidden Pitfalls of Fringe Benefits—And How to Offer Them Without the Audit Risk

May 26, 2025

Fringe benefits—things like health insurance, retirement plans, or company cars—are often considered a great way to attract and retain top talent. But when it comes to taxes, fringe benefits can be a minefield for business owners. The problem? While fringe benefits are meant to offer value to your employees, they can also trigger unwanted IRS … Read more

Reviews

Marly Benner

Jake and his team were super helpful and made the tax prep process really easy for me. Affordable, reliable, and efficient!

Sophia Hiigginson

Ryan was extremely helpful and helping me understand the services they offer. Although this was not the right fit for me, I will be giving Ryan’s number to my friends who could use his help.

Freddy Pabon

Absolutely loved working with Ryan! I owed money in taxes, and he was able to reduce the amount I had to pay—saving me a ton of stress and money. I can’t recommend him enough. If you need help with your taxes, Ryan’s the guy to call!

Crystal P.

Great customer service and an huge help! Russell was willing to work late into the evening to walk thru what was needed to research my issue. Russell provided an enormous amount of help and guidance all for free and even sent me a follow up text to ensure I had what I needed to resolve the issue.

R. P.

I have had tax issues for over a decade, I had not filed a tax return for several years, and I had no idea where to start. I called Integrated Financial Solutions and spoke to a gentleman who fully explained in a way I could understand how I could put the IRS behind me and not have to file a bankruptcy, sell my house, or the worries about my bank getting levied, which haunted me for years.
This group has been excellent with me, they have completed the work for a fair fee, and I am now no longer looking over my shoulder-Change my life!!

Alisa Manny

I was connected with Russell and wasn't sure what to expect because he came up on a quick google search for a tax record issue/ question. I am extremely grateful that he was the one I ended up on the phone with because he went ABOVE AND BEYOND. My situation had so many moving parts and obstacles, It took 4 months of trying to deal with it on my own banging my head against the wall and after spending the last 4 days at the IRS office to try to find a solution. Russell is very clearly an EXPERT in his field. Beyond being knowledgeable and helpful to my situation, he was extremely kind. I would recommend him to anyone in need of help with tax services and finances. 20/10

Sidharth Varma

Russell is incredible, a truly Kind human being, brilliant, with an amazing wealth of knowledge and patience! I value his thoroughness, years of experience, wisdom, professionalism and dependability. I don't have enough words to describe, how highly I recommend him & his team and anyone he works with! -Sid

Johnny Charlebois

Filing my taxes used to be a nightmare, but with their help it became a straightforward process. They went the extra mile to fix a tricky issue and even helped tidy up my records. I feel a lot more at ease when tax time rolls around now.

Judy Nagle

I had a good experience. They made sure I wasn’t left in the dark about what was going on. A couple of things took a little longer than expected, but they kept me updated along the way. It was a mostly positive experience so I would still recommend them.

Kevin Thorne

I was really scared when I found out how much I owed the IRS, and things were getting out of hand. They stepped in, helped me figure everything out, and even managed to get the amount reduced so I could pay it off bit by bit. It felt like a fresh start, and I’m very thankful for their help.

Terrell Mason

They made my tax preparation and bookkeeping super easy, explaining every part of the process in a way that even I could follow, would recommend to others.

Chris Wakefield

Integrated Financial Solutions has done a great job as my companies fractional CFO. All the information is clear and broken down into simple terms for me. Very professional team and I trust their experience.

Tony Lenehan

I was pleasantly surprised by how simple everything turned out to be. The staff explained things in plain language, which made it all so much less intimidating. I now feel much more at ease and in control.

Dylan Moehn

I was very impressed with the help I received for my tax strategy from Integrated Financial Solutions. The team explained everything in a way that makes sense to me. They helped me to streamline my finances which reduced my stress big time.

Olivia Martinez

These people are awesome – they fixed my tax issues and even helped me plan ahead for next year. Their advice has made a big difference. I feel at ease knowing my taxes are being handled by the team here.

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