Blog

Contractor or Employee? It Matters More Than You Think
Not sure if your new hire is an employee or an independent contractor? Learn the key differences, why classification matters, and how to avoid costly IRS penalties.

Start the Year Right: 5 Financial Tasks Every Small Business Should Tackle in January
Start the year strong with this January financial checklist for small business owners. From reviewing 2025 financials to preparing for tax season, here’s what to tackle first.

Before the Year Ends: 5 Simple Ways to Check If Your Books Are in Good Shape
Make tax season easier with these 5 quick bookkeeping tips to review your business finances before year-end. Learn how to clean up your books and get caught up.

Q4 Tax Planning: 5 Ways Small Business Owners Can Save Before December 31
Q4 is your last chance to make tax-smart moves before year-end. Here are five simple strategies small business owners can use to save money before December 31.

What You Need to Know About the One Big Beautiful Bill
On July 4, 2025, Congress passed the One Big Beautiful Bill (OBBB), a new law with sweeping tax and spending changes that take effect in the 2025 tax year.

Quarterly Tax Payments
If you’re a small business owner, keeping up with quarterly estimated tax payments can feel like one more thing on an already full plate. And if you’ve missed a payment, or several, you’re definitely not alone.

Mid-Year Financial Check-In
The year is halfway over — and if you’re like many small business owners, you’ve been focused on keeping the wheels turning, serving customers, and maybe squeezing in a little summer downtime. But July is the perfect time to hit “pause” and take a closer look at your business’s financial health.

Why it’s Important to Fill Out Your W-4 Correctly
Many clients were shocked to find out they owed money when they filed their returns, and in most cases, the cause was simple: their W-4 forms weren’t filled out correctly. Let’s talk about why the W-4 is so important, what went wrong for many people this year, and how you can avoid it in the future.
