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Prepare now for coming changes to your deductions, credits, and cash flow Last week, the House passed a major tax bill called the “Make American Families and Workers Thrive Again Act.” While it’s not law yet, it’s packed with changes that could impact how small and...

How to tell if you’re getting strategy—or just compliance The high cost of passive accounting Most business owners assume their CPA is “handling everything.” But for a lot of SMBs, the reality is far less reassuring: your accountant may be doing little more than...

Protect your bottom line with proactive planning From materials and supplies to wages, inflation is making it harder for many small and mid-sized businesses to keep their footing. The good news is smart tax planning can help ease some of the financial strain your...

These best practices reduce audit risk, and give business owners peace of mind  Few words strike more unease into a business owner than "IRS audit." The thought alone can be stressful, imagining a deep dive into your financials and the potential for penalties. Let's...

Learn how to cut taxes, build wealth, and keep great employees Retirement plans aren’t just about retirement. If you’re a business owner, they’re one of the most overlooked tools for cutting your tax bill, building long-term wealth, and making your business more...

Filing a return isn’t the same thing as building a plan to reduce what you owe. Most business owners assume their CPA is “taking care of the tax stuff.” And to be fair, they probably are — at least the basics. Your return gets filed. The IRS stays off your back. You...

Why WOTC and R&D credits slip through the cracks — and how your business can capture these overlooked savings Small and mid-sized businesses (SMBs) leave money on the table every year by missing out on valuable tax credits. Two of the most commonly overlooked...

Great tax strategy starts with accurate bookkeeping — here’s what happens when it doesn’t Every business owner wants to save money on taxes. And plenty of people think a great tax pro can work some magic to make that happen — even if the books are a little messy. But...

Why investing in expert bookkeeping saves time & money Every business owner expects to pay for bookkeeping, whether it's software, a part-time bookkeeper, or a full-service accounting firm. But the real cost of bookkeeping isn’t just the invoice you receive—it’s...

Why you should begin planning now Most business owners don’t think much about their exit strategy until they’re ready to sell, retire, or pass the business down. And by then, they’ve usually missed out on some big opportunities to set themselves up for the best...

  How tax credits can lower your business costs If you’re a small business owner, you already know taxes are one of your biggest expenses. What you might not know? You could be paying more than you have to. Tax credits are one of the most effective ways to reduce...

Take the leap! Discomfort is a part of growth.   Let’s be real—taking risks can be intimidating. The idea of stepping into the unknown, with no guarantee of success, isn’t something most of us jump at. But here’s the truth: growth almost always requires a little...