Smiling man wearing glasses, a patterned blazer, and a collared shirt, standing against a transparent background.

Check out our latest helpful blogs

Guide to Estimated Taxes
Confused about estimated taxes in 2026? Learn payment deadlines, safe harbor rules, and how to avoid IRS penalties as a small business owner.
Trust-Fund-Recovery-Penalty

Who In a Small Business Can Be Hit with the “Trust Fund Recovery Penalty?”

There’s a harsh tax penalty you could be at risk for paying personally if you own or manage a business with employees. It’s

pass-through-deduction-for-qualified-business-income

10 Facts About the Pass-Through Deduction for Qualified Business Income

Are you eligible for the qualified business income (QBI) deduction? Here are 10 facts about this valuable tax break, referred to as the

IRS-audits-may-be-increasing

IRS Audits May Be Increasing, so Be Prepared

The IRS has released its audit statistics for the 2020 fiscal year and fewer taxpayers had their returns examined compared to prior years.

Employee-Retention-Tax-Credit

Eligible Businesses: Claim the Employee Retention Tax Credit

The Employee Retention Tax Credit (ERTC) is a valuable tax break that was extended and modified by the American Rescue Plan Act (ARPA)

nonworking-spouse-contribute-to-an-IRA

Are You a Nonworking Spouse? You May Still Be Able to Contribute to an IRA

Married couples may not be able to save as much as they need for retirement when one spouse doesn’t work outside the home

Seniors-may-be-able-to-write-off-Medicare-premiums

Seniors May be Able to Write Off Medicare Premiums on Their Tax Returns

Are you age 65 and older with basic Medicare insurance? You may need to pay additional premiums to get the level of coverage

Ready to join a winning team?

Let’s talk about how our experts can help you reach your financial goals.