Year-End Tax Planning: Why Starting Early Pays Off
Small Business Taxes: What Every Owner Should Expect
Why Working with a Financial Planner Can Save You Money at Tax Time
Traditional vs. Roth Retirement Contributions — Is It Time for a Catch-Up?
Don’t Miss Your 3rd Quarter Estimated Tax Payment Deadline
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.
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.
Big Tax Changes for 2025: What Individuals & Small Businesses Need to Know
A major new tax law signed in July 2025 is bringing big changes that will affect both individuals and small business owners starting this tax year. Whether you’re filing solo or managing a business, here’s what you need to know—and how you can start planning now.
🎒 Back-to-School Tax Breaks: Credits, Deductions & Smart Planning for 2025
As the school year approaches, it’s a great time to look at how back-to-school expenses can lead to real tax savings—for both families and small business owners.
Mid-Year Payroll & Tax Tune-Up for Small Businesses
Mid-Year Financial Check-In: Align Your Life Goals with a Financial Plan
Celebrating Independence, Community, and the Spirit of Small Business
The 1099-K Threshold Is Dropping Again—Are You Ready for 2025?
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.
What Employers Need to Know About Hiring Teens and Students This Summer
As summer kicks in, many businesses look to teens and college students to fill seasonal roles. It’s a great way to support young workers while keeping your business running smoothly—but there are some key rules you need to follow to avoid costly mistakes.
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.
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?
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.
Avoiding IRS Penalties: The Most Common Mistakes and How to Fix Them
No one wants a letter from the IRS—especially if it includes a bill. But every year, millions of taxpayers end up with penalty charges for simple, avoidable mistakes.
Side Hustle Tax Traps: What Every Freelancer and Gig Worker Needs to Know
Side hustles are more popular than ever—from rideshare driving and dog walking to e-commerce stores and freelance design. But with extra income comes extra tax responsibility—and too many people don’t realize the rules are different when you're working outside a traditional job.