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 […]
Mid-Year Tax Planning: 5 Moves Small Businesses Should Make Before December
Mid-year is one of the most important times for small business tax planning—but it’s often skipped. By the time December arrives, most decisions are locked in. A quick check-in now can help you adjust early and avoid surprises later. Here are five key moves to make before year-end. Recheck Your Profit and Tax Outlook Start […]
Heads Up: IRS Notices Are on the Rise This Filing Season
If you’ve received an IRS letter recently, you’re not alone — and it may not mean what you think it does. Our office has seen a significant increase in IRS notices during the 2025 filing season, and we’re hearing the same from tax professionals across the country. Many of our clients are receiving letters even […]
Trump Accounts: Everything New Parents Need to Know
A new savings program called “Trump Accounts” is launching July 4, 2026, to help families start investing for children early. Eligible children may receive a $1,000 government contribution to get started. What Is a Trump Account? A Trump Account is a tax-advantaged investment account for children under 18. A parent or guardian manages it until […]
How Small Businesses Can Use Claude AI—and Why It Can Outperform ChatGPT
Artificial intelligence is becoming a powerful tool for small businesses looking to improve efficiency, reduce costs, and compete with larger companies. Among the leading AI tools available today are Claude AI and ChatGPT. While both are highly capable, Claude AI offers several advantages that make it especially useful for small business operations. What is Claude […]
