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...
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...
