Nov 3, 2025 | Uncategorized
What founders and investors need to know about the new QSBS rules Congress just passed a major bill that enhances the benefits of Qualified Small Business Stock (QSBS), a powerful tax break for founders planning an exit. The changes make the QSBS tax exclusion...
Oct 30, 2025 | Uncategorized
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...
Oct 29, 2025 | Uncategorized
Why tax season shouldn’t be the only time you think about taxes Most business owners assume that because they have an accountant, they have a tax strategy. They don’t. Accountants are great at what they do: making sure your tax return gets filed on time and...
Oct 29, 2025 | Uncategorized
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...
Oct 29, 2025 | Uncategorized
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...
Oct 29, 2025 | Uncategorized
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...
Oct 29, 2025 | Uncategorized
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...
Oct 29, 2025 | Uncategorized
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...
Oct 29, 2025 | Uncategorized
Why budgeting isn’t enough It’s a familiar story for many business owners: you diligently set money aside for taxes throughout the year, maybe a fixed percentage of your revenue. You think you’re prepared. Then, tax season hits, and the actual bill is far higher than...
Oct 29, 2025 | Uncategorized
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 be...
Oct 29, 2025 | Uncategorized
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...
Oct 29, 2025 | Uncategorized
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 your...
Oct 29, 2025 | Uncategorized
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...
Oct 29, 2025 | Uncategorized
Four important considerations for every small business owner A few years ago, a small business owner–we’ll call her “Sarah,”–found herself facing a hefty tax bill. She ran a growing online store and thought her finances were in good shape—until she sat down with her...
Oct 29, 2025 | Uncategorized
As CPAs become harder to find, SMB owners are finding tech solutions for tax and accounting problems You’ve probably noticed that finding a good CPA is getting tougher. And the challenge is more than just an inconvenience—it can impact your business in real ways. The...
Oct 29, 2025 | Uncategorized
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...
Oct 29, 2025 | Uncategorized
The right answer depends on a number of factors If you’re running a Limited Liability Company (LLC), understanding how it’s taxed can be a bit tricky. The good news is that LLCs are highly flexible when it comes to tax treatment. Depending on your circumstances...
Oct 29, 2025 | Uncategorized
Learn why top businesses don’t skip their monthly close Clean and accurate financial statements form the backbone of successful tax planning. Clean financials don’t only ensure compliance with tax regulations. They also empower business owners to make informed...
Oct 29, 2025 | Uncategorized
Recent acquisition of two full-service tax and accounting firms sparks expansion In March of 2024, we announced our acquisition of two full-service accounting firms in Ohio, Mark Murphy and Associates of Upper Arlington and Lee and Associates of St....
