Important Updates, New Resources, and New Ways We Can Help
We are continuing to expand the support available to our clients, referral partners, and community. Please review the updates below and use the links provided if any of these opportunities apply to you or someone in your network.
Know a Medical Professional Who Needs a Stronger Tax Strategy?
If you know physicians, practitioners, medical business owners, or other medical professionals who may benefit from a documented tax strategy, please share our Recovery Room information with them.
Qualified referrals may create extra income for you. Tax2Go - DeSoto will pay a 10% commission on qualifying business that referred practitioners do with Tax2Go - DeSoto for life, subject to program terms and approval.
Made possible by Power in Numbers, The 144K Collective, and Tax2Go - DeSoto.
Learn About The Recovery RoomComplimentary Financial Guidance Through Sakeena Cavanar
We are excited to introduce Sakeena Cavanar of Wealthwave as a referral partner and financial education resource for Tax2Go - DeSoto clients and their networks.
Sakeena is not employed by Tax2Go - DeSoto. She is a trusted outside resource available to help you think through financial decisions before you make them.
- Complimentary financial consultations
- Masterclasses on wealth-building and asset protection
- Virtual workshops focused on practical financial habits
Before signing for student loans, opening a new credit card, making a major purchase, or beginning an investment journey, consider scheduling a conversation first.
Schedule With SakeenaFull Bookkeeping and Accounting Services Are Available
Tax2Go - DeSoto is pleased to announce that our bookkeeping and accounting services are now fully activated. Whether your books are simple, behind, growing, or complex, we now have dedicated support ready to help.
Please help us welcome our Senior Accountant, LaTonya Loyd. If you need bookkeeping, accounting support, cleanup, monthly reporting, or help understanding where your business stands financially, LaTonya is ready to assist.
No book is too big or too small. Some clients have already started using this service.
Schedule With LaTonyaAbatement Research Program
We recently sent an email regarding possible IRS refunds or reductions connected to certain penalties and interest paid during tax years 2019 through 2023.
In plain terms, if you paid the IRS money for any of those years, there may be a reason to review your IRS records and determine whether any amount may be due back to you.
Our Enrolled Agent, Queen Williams, can pull and review your IRS records to look for potential refund or abatement opportunities. The research fee for this review is $50.
This review does not guarantee a refund. It is designed to determine whether your records show a possible opportunity worth pursuing.
Read the Taxpayer Advocate UpdateMore Updates Are on the Way
We are continuing to build more resources, services, and strategic opportunities for our clients and community. On behalf of the Tax2Go - DeSoto team, we are wishing you well and wishing you wealth.
Jacovie Burns
Tax2Go - DeSoto