Payroll & Tax Tune-Up for Small Businesses: Avoid Fall Pitfalls
Tracy Mathews Tracy Mathews

Payroll & Tax Tune-Up for Small Businesses: Avoid Fall Pitfalls

As summer winds down, smart business owners are taking stock. Are your payroll systems and tax processes in shape for the second half of the year?

From updated IRS rules to year-end prep, now is the time to tune up your payroll and avoid mistakes that can cost you later.

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Mid-Year Financial Check-In: How to Avoid Tax Surprises Later
Tracy Mathews Tracy Mathews

Mid-Year Financial Check-In: How to Avoid Tax Surprises Later

Summer isn’t just for vacations—July is the perfect time for a mid-year financial check-in. Whether you’re managing a household budget or running a small business, reviewing your financials now can help you avoid costly mistakes come tax season.

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Travel and Taxes: What You Can Deduct This Summer
Tracy Mathews Tracy Mathews

Travel and Taxes: What You Can Deduct This Summer

Summer is the perfect season for travel—but if you're a small business owner or freelancer, you might be wondering: Can I deduct any of this? The answer is yes… if you meet the IRS criteria.

Let’s explore how to make your summer travel work for your business—and your tax return.

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Time for a Mid-Year Financial Check-Up
Tracy Mathews Tracy Mathews

Time for a Mid-Year Financial Check-Up

Just like an annual physical, your finances deserve a regular check-up—and there’s no better time than mid-year. Whether you’re a small business owner, freelancer, or W-2 employee, this is your opportunity to evaluate where you stand and make smart adjustments.

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Memorial Day and Tax Tips for Military Families
Tracy Mathews Tracy Mathews

Memorial Day and Tax Tips for Military Families

As we honor the brave men and women who serve our country, Memorial Day is a timely reminder to support military families in every way—including financially. Did you know there are unique tax benefits and considerations specifically for service members and their families?

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Tax Implications of Summer Bonuses and Overtime
Tracy Mathews Tracy Mathews

Tax Implications of Summer Bonuses and Overtime

Summer is a season of opportunity—for many workers, it brings bonuses, overtime, and seasonal job opportunities. But with that extra income can come an unexpected surprise at tax time. Let’s break down what you need to know to stay on top of your finances.

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