Blending Financial Expertise with Mindfulness & Integrity
Welcome!
In February 2010, I introduced myself at a business networking meeting and shared something unusual for a tax professional.
Before I begin work, I take time to visualize the results my clients need and meditate on the clearest path forward. From the back of the room, someone called out:“You sound like The Spiritual Accountant.”
I purchased the domain later that day—and started building a practice around a simple belief: numbers matter, but so does the mindset behind them. With decades of experience and a deep commitment to mindfulness, I approach tax work in a way that’s grounded, ethical, and focused on outcomes, using the IRS rules and regulations to help reduce taxes and or to maximize refunds.
We hope you enjoy our theme song, take a moment and let us know what you think.
A Career Built on Experience—and Calm
My accounting journey began in 1979, one month after graduating from Florida Atlantic University (FAU) in Boca Raton, Florida, when I opened my first tax accountant office in Riviera Beach, Florida.
A few years later, in 1982, I began studying meditation after noticing a pattern—book after book, across different disciplines, pointed back to mindfulness as a key to clarity and wellbeing. That discovery set me on a parallel path that has shaped both my personal life and my professional tax accounting approach.
All of these experiences with various methods of meditation helped me to summarize 6 steps that was originally called Progressive Meditation is now known as Progressive Mindfulness.
This unique approach was inspired by my business experiences and my desire to bring clarity, focus, and integrity to financial decision-making.
Mindfulness in High-Pressure Environments
In 2008, I began teaching this method to staffers on Capitol Hill, helping them integrate mindfulness into their high-pressure environments. I officially adopted the title “The Spiritual Accountant” in 2012, when I explained to a prospective client of my spiritual connection to doing tax accounting. This client is still one of my most successful clients whose business has expanded considerably.
I have continued to combine my expertise in tax accounting with the principles of meditation and visualization, ensuring my clients receive guidance that is both financially sound and energetically aligned with their goals. The Spiritual Tax Accountant is a part of R.L.Mohl & Associates LLC and Consolidated Accounting Corporation.
A Holistic Approach to Your Financial Well-Being
- Ethical & Compliant Tax Preparation – I ensure that your tax returns adhere strictly to federal and state regulations.
- Review of Prior Returns – If you have past tax filings, I am happy to review them. Sometimes, small mistakes can be corrected for a better outcome.
- Strategic Financial Visualization – Before working on each client’s case, I take time to meditate and visualize the best possible financial results.
I believe that mindfulness and financial responsibility go hand in hand. If you’re interested in a short conversation about your current or prior year’s tax returns, I’d be happy to explore how I can assist you. Let’s work together to bring clarity, integrity, and success to your financial journey.
Get caught up on 2+ unfiled tax years—calmly, correctly, and without judgment.
If your business has fallen behind on filing prior-year returns, you’re not alone—and you’re not “in trouble” with us. You’re simply at the beginning of a cleanup plan.
At The Spiritual Tax Accounting Firm, our hallmark is a respectful, no-shame approach that helps business owners navigate the tedious—but important—process of bringing past-due tax years current. We handle the details, explain your options clearly, and move step-by-step until you can breathe again.
Take the first step by filling out this contact form, we’ll take the next steps together.
Some tax tips for you:
Assets vs Liabilities
Assets are what you have, liabilities are what you owe. Credit card payments are considered debt, not an expense. Track your credit card payments as a reduction in liabilities, not just an expense.
How to handle receipts
Your receipts don’t belong in a shoebox, make sure you have them sorted by the type of receipt it is. Keeping track of your receipts can make a huge difference at the end of the year and lower your tax preparation costs. Sort them by Vendor, then date, then amount. Keep them in a folder that clearly separates by vendor to keep your tax preparation as clear and easy as possible.
Owners Draw is an Expense
An owner’s draw is a business expense, it’s money you’re taking out of the business. If you pay for your personal phone with a business card, mark it as an owner’s draw. Keeping your profit and loss statement accurate will save time and money at tax filing time.
Bank reconciliation
You want to reconcile your bank statements monthly, if you don’t, you’re just guessing, and this can lead to real problems. Reconciling your bank balance and your book balance ensures they match at the end of every month, after you account for timing differences. That missing charge is usually a duplicate, a bank fee, or an uncategorized transaction. Reconciliation is how you catch errors early, before they become a problem. This avoids tax season panic and leads to a smoother process for you and your tax accountant.
Debit vs. Credit
Most small business owners get debits and credits backwards, and it can end up costing thousands in tax mistakes. Here’s the reality, debits aren’t bad, and credits aren’t good, they’re just the direction that money is moving. Think of your business like two buckets, when you buy a $500 computer debit goes to assets, because you own something now. Credit comes from your bank, because money left. Debit means you’re getting something, credit means you’re giving something. Assets and expenses get debited when they increase. Liabilities and income get credited when they go up. It’s that simple
If you’re ready to take the next step in getting your taxes prepared by someone with over 40 years in the business, just fill out this short form.