Upcoming Extension Deadlines: What Clients Need to Know
As 2026 extension season continues, several important federal filing deadlines are approaching. Below is a summary of the key dates, what they cover, and the most common pitfalls to flag with clients. Key Federal Deadlines Deadline Applies To Form September 15, 2026 Extended calendar-year partnership and S corporation returns Form 1065, Form 1120-S September 15, […]
The Holiday Rush Starts Now: 7 Financial Moves Businesses Should Make Before Q4
Labor Day is this week, and for many businesses, the holiday season has already begun. Retailers are placing inventory orders. Restaurants are planning for seasonal demand. Contractors are scheduling projects before winter. Professional service firms are setting revenue goals they hope to achieve before year-end. Whether your busy season starts in September or December, one […]
What Every Client Should Know About Financial Scams
Financial fraud targeting individuals and families has become widespread enough that it now regularly comes up in discussions among accounting and financial professionals. At a recent AICPA ENGAGE session for CPAs, four out of five attendees said they had personally worked with at least one client who had been the victim of a financial scam. […]
AI and Your Taxes: What It Can (and Can’t) Do for Your Business
You’ve probably heard a lot about artificial intelligence lately, and tax preparation is one of the places it’s showing up fastest. If you’ve wondered whether AI means a computer is about to take over your business tax return, the short answer is: not really. AI is changing how the behind-the-scenes work gets done, but the […]
Why Your CPA Still Matters in the Age of AI
AI tools like ChatGPT and Microsoft Copilot are now common in accounting. They can crunch numbers, spot patterns, and even draft reports in seconds. That’s genuinely useful, but it raises a fair question: if a computer can do so much of the work, what’s left for your accountant to do? A recent Journal of Accountancy […]
Florida Weighs Biggest Property Tax Changes in Years
Florida has long been known for its taxpayer-friendly environment, thanks in large part to its lack of a state income tax. Now, state lawmakers are considering one of the most significant property tax reforms in the country—one that could influence tax policy well beyond Florida’s borders. While these changes would apply only to Florida property […]
AI Is Creating a New Class of Small Business Owners
Why more entrepreneurs are building smarter, leaner businesses without massive teams or massive overhead: Not long ago, starting a business meant signing up for a familiar list of burdens: more overhead, more employees, more software, more upfront cash, and more stress. If you wanted to compete with bigger players, you usually needed a bigger budget. […]
Planning an international trip? Make sure unpaid tax debt doesn’t derail your travel plans.
If you’re planning to travel internationally, it’s important to make sure unresolved tax debt won’t interfere with your plans. Under federal law, the IRS can certify taxpayers with seriously delinquent tax debt to the U.S. Department of State. Once certified, the State Department may deny an application for a new passport or passport renewal and, […]
Don’t Leave $1,000 on the Table: A Guide to Trump Accounts
A new tax-advantaged savings vehicle launches July 4, 2026 — here’s how to take advantage of it. The One Big Beautiful Bill Act created a brand-new savings account for American children — formally called a “Trump Account” (IRC §530A). Accounts open officially on July 4, 2026, and the U.S. Treasury has already launched the Trump […]
What Does Money Really Mean to Your Business?
Smart tax planning and business advisory starts not with numbers — but with understanding your values, goals, and the decisions that shape them. Most business owners come to us focused on the obvious: reducing tax liability, improving cash flow, or hitting a revenue target. Those are worthy goals. But the most transformative conversations we have […]
