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...
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...
