Helpful Articles and Blog Posts

Top 10 IRS Audit Triggers to Watch Out For
January 4, 2025

Top 10 IRS Audit Triggers to Watch Out For

While the chances of being audited by the IRS are relatively low for most taxpayers, certain red flags can increase the likelihood of scrutiny.
Read Article
LLC Annual Report Requirements
January 2, 2025

Stay in the Know: LLC Annual Report Requirements

An annual report for an LLC is a document that must be filed each year (or sometimes every two years) with the state to keep the company in good standing.
Read Article
The Smart Way to Save for Education
December 28, 2024

A Complete Guide to 529 Plans: The Smart Way to Save for Education (and more!)

Whether you’re saving for your child, grandchild, or even yourself, a 529 plan offers powerful tax advantages and flexibility to help you achieve your education savings goals.
Read Article
Why It’s Crucial to Keep a Separate Business Bank Account
December 28, 2024

Why It’s Crucial to Keep a Separate Business Bank Account

Maintaining a separate business bank account ensures financial clarity and professionalism while avoiding significant issues that arise from mixing personal and business funds.
Read Article
Documentation Requirements for Business Use of Vehicles and How to Make It Easy
December 23, 2024

Documentation Requirements for Business Use of Vehicles and How to Make It Easy

When businesses use vehicles, keeping detailed records is key to staying compliant with legal, tax, and insurance requirements for smooth operations.
Read Article
Understanding Estimated Tax Payments
December 16, 2024

Understanding Estimated Tax Payments

Estimated tax payments are key for those with self-employment, investment, or non-wage income. Know the rules to avoid penalties and stay financially on track.
Read Article
Choice of Entity: Tax Advantages and Disadvantages of Each Type
December 7, 2024

Choice of Entity: Tax Advantages and Disadvantages of Each Type

In this blog, we’ll explore the most common types of business entities, and provide an overview of the tax advantages and disadvantages associated with each.
Read Article
Year End Checklist
December 7, 2024

Year End Checklist

As the year comes to a close, it’s time to get things in order to help your tax filing process go smoothly. A little preparation now can save you time, stress, and possibly money come tax season.
Read Article
Understanding Tax Differences in Retirement Accounts
December 5, 2024

Understanding Tax Differences in Retirement Accounts

Saving for retirement is essential, and choosing the right retirement account can significantly impact your financial future. One of the most critical factors to consider
Read Article
The Adoption Tax Credit: A Helping Hand for Growing Families
November 24, 2024

The Adoption Tax Credit: A Helping Hand for Growing Families

This credit is designed to offset the various costs associated with adoption, making it more accessible for families to provide loving homes to children in need.
Read Article
Unlocking the Power of Health Savings Accounts
November 23, 2024

Unlocking the Power of Health Savings Accounts: Tax Benefits and Beyond

HSAs are designed to help individuals with high-deductible health plans (HDHPs) manage their healthcare costs more effectively.
Read Article
Essential Tax Tips for Self-Employed Individuals
November 18, 2024

Essential Tax Tips for Self-Employed Individuals

It can be tricky to navigate taxes as a self-employed individual, but with the right strategies, you can stay compliant and maximize your savings.
Read Article
Next

Contact Us Today

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.

Quick Links

About Us

Blog

Events

Contact

Join Our E-Mail List

Stay up to date on personal finance topics and tax due dates. We typically send out emails about every other month.