07/23/2025
Scam alert:
Beware of phishing schemes aimed at stealing your identity through fake emails, including those directing you to click on fraudulent links to obtain your tax documents or “account summary.” See: www.irs.gov/phishing
10/23/2024
Here's some info on how the two candidates’ Tax Plans may impact you.
How Would Donald Trump And Kamala Harris Change Your Taxes? Here’s What To Know.
Trump announced two new tax proposals this week in a bid to court voters.
10/21/2024
Last week we were able to help a client craft a tax strategy that will have them paying HALF the amount of taxes they paid the year before, even though they're making more money this year.
If your CPA/accounting firm isn't getting you results like this, please reach out. I'd love to talk.
09/23/2024
If you've been avoiding your bookkeeping all year, that means you're also missing opportunities to strategize for taxes.
You're going to wait until the last minute, try to get your books up to date just to file your return & realize you shot yourself in the foot when you get a giant tax bill.
We work on LOWERING those tax bills all year long w/strategic tax planning and perfectly up-to-date books that we draw the strategies from.
So, if you'd like to get out of your own way & pay less taxes, send me a message.
09/18/2024
Bookkeeping is the financial foundation of your business. Make sure it's being done well.
09/11/2024
Stop scrambling to get your books in order before tax deadlines - you're losing opportunities for tax planning - that's where you save REAL money on taxes.
09/09/2024
Owning a business gives you the most opportunity to save in taxes...if you do it correctly.
If you don't have proper books and tax planning rolling - you are likely part of the 85% of small business owners that are OVERPAYING in taxes.