Running a tax practice while in law school in California? Wild.  But what’s even wilder? Over 75% of CPAs are expected to retire in the...

Tax season doesn’t have to feel like a game of fetch gone wrong! With a little preparation, you can keep your small business finances in...

When I first started filing tax returns, I barely had to worry about foreign income reporting. The most common thing I would see was...

What?! You mean all those tax TikTok influencers are wrong? Everything you read on the internet isn’t actually true? Yes, that’s exactly...

Obviously, I can’t identify EVERY deduction available in one blog post.  What you are allowed to deduct on your tax return is dependent...

My clients always wonder why I stress so much about getting the information I need to file their 1099s and it’s because the penalties for...

For children who are claimed as dependents for child tax credit purposes, knowing whether or not they need to file a return if they have...

A lot of changes are happening in 2024 and, as a result, I’ve been cutting back some on the tax preparation side of the business. After...

Probably one of the biggest issues I argue with clients about is whether or not they should pay their hired labor as an employee or an...

Earlier this year, the Kentucky legislature passed HB 5 allowing pass-through entities to file an election to pay state taxes at the...

It’s no secret amongst non-profits that the holiday season is prime time for asking for donations. During the holidays, people feel a...

In October, I flew out to San Diego to attend an in person 3-day training to become a Certified Tax Coach. This is the first step to...

What is FinCEN? In an effort to combat money laundering, financing of terrorism, and other illegal activities, on January 1, 2021,...

Recently, I have been working through a business coaching session and they asked the question: what are looking forward to the most? For...

This may come as a surprise to most people, but most accountants do not know how to promote their services. We don’t know the first thing...

The first rule of retirement planning is: it’s never too early to plan for retirement. One crucial aspect of this planning is...

Recently I started a business coaching program and in the introductory call they asked the question: What does “success” mean to you? I...

For many individuals and businesses, tax season can be a stressful time. As your tax situation becomes more complex, it's often wise to...

The terms tax evasion and tax fraud have frequented the headlines and are used interchangeably but are never fully defined. Tax evasion...

Probably the questions I get the most revolve around the issue of estimated tax payments. For many self-employed taxpayers, the process...