Blog

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

Explore More Posts

Untitled Design (11)

How to Use a Cost Seg Study to Improve Your Cash Flow

April 17, 2025

If you’re a property owner — particularly one in real estate or owning a short-term rental business — improving your cash flow is a top priority. One of the smartest and most underutilized ways to boost cash flow is through a cost segregation study (cost seg study). While it’s a strategy primarily used for tax … Read more

Untitled Design (12)

Cost Segregation for Short-Term Rentals: A Game Changer

April 16, 2025

If you own a short-term rental — whether it’s a beach house, a cabin, or an Airbnb property — you already know it can be a solid source of income. But did you know it can also be a powerful tax-saving machine? Thanks to a little-known strategy called cost segregation, short-term rental owners can legally … Read more

Untitled Design (13)

How to Maximize Deductions Without Raising Red Flags

April 15, 2025

Let’s be honest:Nobody wants to pay more in taxes than they have to. But nobody wants to get audited either. As a business owner or self-employed professional, you’re entitled to a long list of deductions — and taking full advantage of them can save you thousands. Still, there’s a fine line between being aggressive and … Read more

Untitled Design (14)

The Best Tax Strategies for High-Income Entrepreneurs

April 14, 2025

Let’s face it — the tax code wasn’t written to favor W-2 employees. It was built to reward business owners, investors, and entrepreneurs who understand how to work the system (legally). If you’re a high-income entrepreneur earning $250K+ a year, taxes are probably one of your biggest expenses. But here’s the good news:There are strategies … Read more

Untitled Design (15)

Why DIY Bookkeeping Is Costing You More Than You Think

April 11, 2025

You’re doing everything yourself — running the business, serving your customers, marketing your product, AND trying to keep up with your books. Sound familiar? If you’re like most small business owners, you probably figured:“I can handle my own bookkeeping. It’s just numbers, right?” And on the surface, DIY bookkeeping might seem like a smart way … Read more

Untitled Design (16)

What to Do When You Receive a Notice from the IRS

April 10, 2025

You open your mailbox and there it is. A letter with “Department of the Treasury – Internal Revenue Service” printed across the top. Your heart skips a beat.Your stomach drops.You start running through everything you might’ve done wrong. Sound familiar? If you’ve ever gotten an IRS notice in the mail, you’re not alone — and … Read more

Untitled Design (17)

What Makes a Great Tax Professional? 5 Qualities to Look For

April 9, 2025

You wouldn’t trust just anyone with your car, your home, or your health.So why do so many people hand over their finances to someone they barely know? Here’s the truth: A bad tax professional can cost you thousands in missed deductions, unnecessary penalties, and avoidable stress. But a great tax pro?They’ll save you money, protect … Read more

Untitled Design (18)

What’s a Fractional CFO—And Why Smart Business Owners Are Hiring One in 2025

April 8, 2025

Let’s get real for a second. If you’re running a business that’s doing $500K–$10M+ in revenue, you’re too big to wing it—but maybe not big enough for a full-time CFO. Sound familiar? That’s exactly where a fractional CFO becomes your secret weapon. And it might be the most profitable decision you make this year. What … Read more

Untitled Design (19)

The IRS-Approved Loophole That Real Estate Investors Are Still Sleeping On

April 7, 2025

If you’re investing in real estate and not using cost segregation, you’re leaving tens of thousands (sometimes millions) on the table. And worse? You might be paying more in taxes than you legally should. Let’s fix that. Because cost segregation isn’t some obscure tax hack.It’s an IRS-approved strategy that some of the biggest real estate … Read more

Untitled Design (20)

Tax Preparation Isn’t Just a Form — It’s a Strategy

April 4, 2025

Let’s be honest for a second. Most people treat tax prep like a yearly chore.Find the W-2s, log into TurboTax, pray the number isn’t scary… and hit submit. But here’s the truth:If you’re a business owner, freelancer, or real estate investor — that “simple” process could be costing you thousands every year. Why? Because the … 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.

Previous
Next

For more feedback, check out our reviews on Yelp and Google

Follow our Instagram

(additional socials linked at the footer)

Get in Touch Today for Tailored Financial Solutions

To learn more about the entire scope of the services offered by Integrated Financial Solutions, contact us via any of the following methods:

Name