Cozby & Company CPAs

10/21/2026

Family members who are paid to take care of a loved one may have tax responsibilities. This depends on whether they are considered an employee or provide their services as their own business.

Let’s go over the special rules of being a family caregiver:

https://cozbycpa.com/2026/10/21/caring-for-a-family-member-or-relative-understand-the-special-tax-rules/

10/20/2026

"It would be a hard government that should tax its people one-tenth part of their income." ~ Benjamin Franklin

10/19/2026

Taxpayers can manage their correspondence requests with the IRS in the IRS Congressional Portal. This video provides instructions on how to upload additional files:

https://cozbycpa.com/2026/10/19/uploading-additional-files-to-a-correspondence-request-in-the-irs-congressional-portal/

10/16/2026

Here are the 2026 AMT exemptions and phaseouts:

10/15/2026

Buying in bulk can save you money, but only if you stick to items you’ll actually use. The top two tips for saving money by shopping in bulk are pretty simple. First, only buy things you know you’ll use. And second, compare prices!

Can buying in bulk save you a lot of money? It all comes down to price per unit. Find out the best items to buy in bulk and which ones to avoid!

10/14/2026

Cybersecurity Awareness Month highlights the role everyone can play in protecting personal, financial, and tax information from identity thieves and scammers. For taxpayers, tax professionals, and organizations across the tax community, that starts with everyday actions that help strengthen online security:

https://cozbycpa.com/2026/10/14/cybersecurity-awareness-month-offers-simple-steps-to-protect-tax-data/

10/13/2026

"The individual investor should act consistently as an investor and not as a speculator." ~ Ben Graham

10/12/2026

Hiring employees used to mean posting a job online and hoping somebody decent applied. Things have changed.

With QuickBooks Workforce, you can quickly create job postings with an AI-powered job description generator, and post the role directly on a job board.

If you’ve ever wondered how to go about hiring your first employee, and what’s the best hiring and onboarding software for small business, your answer is here: QuickBooks Workforce.

With QuickBooks Workforce, you can automate onboarding for your business. You can even use it to manage HR.

From posting job listings to tracking applicants, sending an offer letter, and managing onboarding, QuickBooks Workforce helps businesses deliver a positive, productive employee experience from day one.

At the end of the day, the best hiring systems aren’t just about filling positions. They’re about creating better employee experiences from the very beginning. Businesses that hire faster, onboard smarter, and stay organized will have a huge competitive advantage, especially as AI-powered hiring and onboarding tools continue evolving:

https://cozbycpa.com/2026/10/12/quickbooks-workforce-hire-and-onboard-in-one-professional-flow/

10/09/2026

Here are the gift and estate tax exclusions and credit for 2026:

10/08/2026

Follow these money tips for success:

- A monthly budget gives every dollar a job and puts you in control of your money.
- Track every transaction—it keeps you on budget and prevents overspending.
- Free up cash and get going on goals by cutting impulse purchases and creating margin between your expenses and your income.
- Getting aligned with your spouse on money goals protects your progress and strengthens your financial future.

Ready to win with money in 2026? Discover practical money hacks to budget better, cut impulse spending, boost income, and build margin with confidence now.