Leading Financial Services, Inc.

05/07/2026

Please seek professional assistance with filing these claims as they will be highly scrutinized by the IRS & require a lot of information such as case law, statutes, & mathematical calculations. I’d be happy to help you get your claims filed if you qualify. Please feel free to reach out.

The relief is not automatic or guaranteed, and most taxpayers need to file a claim for a refund or abatement of their tax liability by July 10 to get their money back.

02/13/2026

My clients spoiled me this week! ❤️

11/27/2025

This Thanksgiving, we’re extra grateful for more than just good food and warm company…

✨ We’re thankful for clients who trust us
🧩 For the problems you let us solve
📁 For the documents you send on time
💡 And for the opportunity to help you grow, stay compliant, and feel supported year-round

Like a perfectly baked pie, success takes the right ingredients: dedication, planning, and a team who cares. Thank you for letting us be one of those ingredients in your business (and tax) recipe. 🥧

07/07/2025

Keep an eye out for upcoming posts helping you understand the tax aspect of the Big Beautiful Bill!

06/05/2025

It’s time for a quick mid-year tax checkup. This will help avoid being surprised with a potentially large tax bill when you file your taxes.

02/18/2025

https://www.barrons.com/articles/tax-preparation-fees-inflation-3be1e530

Fees have climbed as much as 40% over the past five years as accounting firms struggle to hire fresh talent and tax laws become more complex.

07/29/2024

I’m wanting to start some online groups to educate people about taxes, cashflow, etc. I’d appreciate it if you all would give me feedback on what would be helpful as individuals &/or business owners. I’d even like feedback from younger generations, those just starting out with their financial journey. What would you like to know more about now or wish you’d known more about when you were younger.

01/18/2024

Tax season will officially kickoff in about a week and half on 1-29-2024. We are preparing things behind the scenes to be able to provide our clients with an exceptional experience no matter what service they need. We can help with tax filing, tax planning, tax resolution, accounting, & payroll. We also offer cash flow management coaching/strategies via our Profit First Professionals certification. We’d love to connect & help ease any anxieties that you may have over any of these situations.

08/10/2023

We can help you navigate life changes, give us a call.

When going through a legal separation or divorce, the change in your relationship status also affects your tax situation. has some tips that can help: https://ow.ly/nzTQ50PpU42

01/02/2023

Don’t forget to write down your beginning odometer reading for 2023.