Blog
Our Blog
Struggling to Pay Your Taxes? Here Are Solutions and Guidance
Article Highlights Understanding the Consequences Assess Your Situation Short-Term Payment Plan Family Loans Home Equity Loans and HELOCs Tap a Retirement Account IRS Installment Agreement Offer in Compromise IRS Currently Not Collectible (CNC) Status Preventing...
Where Is My Refund? What To Do When Your Refund Is Way Overdue (And Why a New IRS Notice Might Be The Reason)
Article Highlights: Probable Reason Quick Checklist — What to Do Right Away Why Your Refund May Be Delayed What CP53E is and How it Causes a Delay Common Errors and Special Situations What You Should Do Now — Step-by-Step If a CP53E Was Sent in Error When to Get More...
How to Clean Up Your QuickBooks in One Afternoon (Step-by-Step Guide)
If your QuickBooks feels a little… off, you’re not alone. Most business owners start the year strong, but by March or April, things begin to slip: Transactions go uncategorized Reports stop matching reality “Ask My Accountant” quietly fills up The good news? You don’t...
When Borrowing Gets More Expensive: How Rising Interest Rates Are Impacting Small Businesses
For a period of time, borrowing felt manageable. Financing was easier to justify. Lines of credit were relatively affordable. Growth decisions made sense on paper. Then things began to shift. Not all at once. Gradually. Payments started to increase. New financing came...
AI Isn’t Replacing Your Business. But It Is Changing How You Scale It
There’s a lot of noise around AI right now. Some of it is about job loss. Some of it is about disruption. Most of it is not particularly helpful when you are trying to run a business day-to-day. The real question is more practical. Can this help you operate more...
Beat the SALT Cap: How PTET Lets Pass-Through Owners Reclaim State Tax Deductions
Article Highlights: Pass-through Entity Elective Tax OBBBA’s Increased SALT Limits How PTET Works (The Basic Concept) Eligible Pass-through Entities How PTET Stacks Up Given Recent Federal SALT Law Changes Final Thoughts and Recommendations If you pay substantial...