Your Year-End Tax Planning Checklist: What Small Businesses Should Do Before December 31

The best time to cut your 2026 tax bill is the next 12 weeks, not next April. Once December 31 passes, most of the moves that lower a small business’s tax bill are gone for good. October is the sweet spot. You have nine months of real numbers on the books, a good read on […]
The 100% Bonus Depreciation Has Returned: Here’s Why Strategic Businesses Won’t Always Use It

If you’ve bought equipment, machinery, vehicles, or made improvements to your building recently, you’ve probably heard that Washington brought back “100% bonus depreciation” for good. It’s true, and it’s a big deal — but the more interesting question for most of our clients isn’t whether to use it. It’s how much of it to use, […]
Year-End Tax Planning: Why September Is the Right Time to Start

If your year-end tax planning conversation usually happens in December, this year is a good one to move it up. With several provisions of the One Big Beautiful Bill Act (OBBBA) now fully in effect for 2026, there’s more to model — and less time to react once the calendar turns to Q4. A few […]
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 […]
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 […]
Business Website Expenses: How They’re Handled for Tax Purposes

With most businesses having a website today, it’s important to understand how these costs are treated for tax purposes. While the IRS hasn’t issued specific guidance on website expenses, there are general tax rules that can help guide the treatment of these costs, including considerations for software and hardware expenses. Tax Treatment of Hardware Website-related […]