Year-End Tax Checklist: Documents Your CPA Will Ask For

As the year comes to a close, a little preparation now can save time, money, and stress later. Meeting with your tax advisor before year-end is one of the smartest financial moves you can make—but only if you come prepared. Gathering the right documents ahead of time allows your advisor to identify tax-saving opportunities, avoid […]
Maximizing Small Business Deductions: What You Can Write Off—and How to Stay Compliant

For small business owners, knowing which expenses are deductible is one of the most effective ways to reduce taxable income and boost profitability. Still, many owners miss out on legitimate deductions or fail to document them properly—mistakes that can lead to paying more in taxes than necessary or facing challenges during an audit. With the […]
Top 5 Ways the One Big Beautiful Bill Act Benefits Individual Taxpayers in 2025

The One Big Beautiful Bill Act (OBBBA) introduced substantial revisions to the federal tax landscape. While many provisions impact businesses, estates, and specialized sectors, several key components directly affect individuals filing personal returns in 2025. The following five changes represent the most meaningful areas of taxpayer benefit and should be considered in personal tax planning […]
Make This Tax Season Easier: Essential Tax Season Prep for Business Owners

Tax season doesn’t have to be stressful for your business. With proper preparation, you can help your accountant file your business taxes accurately and on time—without needing an extension. Maintain Your Books Throughout the Year One of the most helpful things you can do for your business is keep accurate records of income and expenses […]
Avoid Tax Season Stress: How to Help Your Accountant File Accurately and On Time

Tax season doesn’t have to be stressful. With a little preparation, you can make the process smooth and efficient, helping your accountant file your taxes accurately and on time—without needing an extension. Gather Your Documents Early Start by collecting all necessary paperwork, including W-2s, 1099s for freelance or investment income, mortgage interest statements, student loan […]
Don’t Wait Until April: How to Prepare Your Business for Tax Season Now

Tax season doesn’t have to be stressful for your business. With proper preparation, you can help your accountant file your business taxes accurately and on time—without needing an extension. Maintain Your Books Throughout the Year One of the most helpful things you can do for your business is keep accurate records of income and expenses […]
How International Taxation and Tariffs Impact Your Business: What You Need to Know

For businesses operating globally or relying on imported inputs, recent changes in U.S. tariff and international tax policy are far more than abstract policy shifts—they have real costs and risks. Understanding the numbers can help you plan more effectively and avoid unpleasant surprises. Key Cost Figures Tariff revenues from new U.S. import tariffs in 2025 […]
Fall Is the Perfect Time for Year-End Tax Planning

As the leaves turn and the year winds down, fall brings more than just cooler weather and holiday planning—it’s also the ideal time to think about year-end tax strategies. By acting now, individuals and business owners can take advantage of opportunities to reduce taxable income, maximize deductions, and avoid surprises when filing in April. Why […]
Roth IRAs: The Pros and Cons You Need to Know

When it comes to retirement planning, a Roth Individual Retirement Account (IRA) is one of the most powerful tools available. Unlike traditional IRAs, Roth IRAs are funded with after-tax dollars, which means your contributions aren’t tax-deductible up front—but the trade-off can be significant long-term advantages. Before opening one, it’s important to understand both the benefits […]
Back-to-School, Back-to-Business: Fall Accounting Tips

As summer winds down and routines fall back into place, autumn is the perfect time to take stock of your finances. Whether you’re a business owner preparing for year-end or a family managing back-to-school expenses, a little planning now can make the months ahead smoother. For Businesses Quarterly Review Check your books for accuracy and […]