Category Archives: Tax Planning

2025 1099 Filing Deadlines and IRS Changes Every Small Business Should Know 
September 25, 2025 Tax season is around the corner - are your 1099s ready? In this guide, we break down the latest IRS… Read More

A woman filling out a 1040 tax form.
Can You File Taxes Early?
July 14, 2025 Filing taxes is one of those annual obligations that can sneak up on you, often resulting in a stressful race… Read More

a young Asian family playing together at park
How Do Dependents Affect Taxes? Learn More with the Experts
February 27, 2025 Taxes can be complex, and understanding how dependents affect taxes is crucial for maximizing your tax benefits. Whether you have… Read More

man pondering a document
Tax-Saving Opportunities You Can’t Miss Before Year-End!
December 12, 2024 As another year is ending and tax season is just around the corner, we would like to share the following… Read More

several tax forms and three hundred dollar bills
Difference Between Tax Deduction and Tax Credit: How to Maximize Your Savings
November 7, 2024 When tax season approaches, many people and businesses scramble to find ways to lower their tax bills, often stumbling upon… Read More

An image of several different things that you need for tax planning, like a calculator and a notebook, as well as a framed image of a white piece of paper that says “tax planning.”
Why Tax Planning Is Important: Unlocking Financial Security and Savings
October 2, 2024 One of the most powerful tools when managing your finances is tax planning. While taxes are often seen as an… Read More

Navigating Restaurant Finances: Do You Need a CPA, Bookkeeper, or Both?
April 15, 2024 As a restaurant owner, you are accustomed to preparing delicious dishes that keep your guests coming back for more. Yet,… Read More

Maximizing Success: 5 Key Discussions Every Business Owner Should Have With Their Accountant
April 15, 2024 When running a business, managing your finances effectively is essential for success. While many business owners understand the importance of… Read More

SECURE 2.0 Act of 2022 Retirement Plan Changes
December 31, 2022 Big changes are coming to retirement saving rules and tax breaks because of the SECURE 2.0 Act of 2022. Read More

What is and isn’t a deductible business expense
March 21, 2022 For many business owners, tax season is a stressful time. There’s a delicate balance between making sure you receive all… Read More


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