How to Write Off Business Travel Expenses (Without Missing Deductions)
I’ve done my fair share of traveling—both for work and, let’s be honest, to catch some great concerts. Along the way, I’ve learned how to track...
tax strategy
Save Big While Giving Back: Charitable Tax Benefits for Businesses
I’ve worked with a lot of business owners who love giving back to their communities. And honestly, that’s one of the best parts of running a...
Unlock Big Savings with Depreciation and Amortization—Simplified!
When was the last time you casually chatted about depreciation or amortization over coffee? Yeah, I didn’t think so. These two accounting terms don’t...
Tax Strategies to Save Your Business Thousands
A new year is here, and for small business owners, that means new opportunities and challenges. Among the most important—and sometimes most...
Maximize Your HSA: How to Get Triple Tax-Free Benefits
Did you know there’s a secret weapon for your finances that most people don’t fully use? Meet the Health Savings Account (HSA). It’s not just a way...
Save BIG Money: Maximize Tax Benefits for Your Real Estate
Owning real estate for your small business isn't just a milestone—it’s a smart financial move. Beyond giving your business a stable location,...
The Top 5 IRS Red Flags for Small Business
When it comes to running a business, one of the last things you want is to attract the attention of the IRS. Unfortunately, certain common tax...
What Is a W-9 and Who Is Required to Fill It Out?
A Form W-9 is an important document used by businesses to request the taxpayer identification number (TIN) of individuals, entities, or certain types...
Why You Should Buy Real Estate for Your Small Business
When we set out to start or buy a business, our minds are often preoccupied with finding customers, building a team, and scaling growth. Little did...
Backdoor Roth IRAs: The Hidden Retirement Tool
In the ever-evolving world of finance, there are always new techniques and strategies emerging to help individuals save for their retirement. One...
Top 3 Tax Strategies Your CPA Could Be Missing
As a firm that has been in existence for 60 years, we’ve seen all there is to see in reviewing tax returns in the marketplace. Some are a little… out...
How Do S Corporations Get Taxed?
One of most frequent questions we hear from business owners is around how an S Corporation works. Now, almost every business we work with has a tax...