Filing taxes in the year of death can be complex. Learn how to prepare a final Form 1040, estate Form 1041, and when to call in an expert.
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Understanding the tax obligations of your inheritance can help you make informed decisions about how to manage your inherited assets (and set you up for a much easier tax season).
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Thinking about becoming an independent contractor? One of your first considerations is probably taxes. And rightly so; the process of filing and paying taxes as an independent contractor is both different and moreRead More
Learn why accurate financial statements are crucial for small businesses. Understand P&L, Balance Sheet, and Cash Flow to make informed decisions and grow your company.
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It’s that time of year again: IRS notice season. No, it’s not an official season, but for tax professionals like myself, it might as well be! Have you received a notice from theRead More
When people invest in a CPA, they often want to know how to get the most value from the CPA’s services. What should they ask? What information should they provide? How involved shouldRead More
Adjustments to federal tax brackets, deductions, credits, and more are not new—they happen every year. This year’s changes are small and are largely related to inflation, but regardless it’s important to be informedRead More
This blog was originally published on January 25th, 2022 but has been updated on January 18th, 2023. Tax season is upon us, which means it’s time to start preparations for your 2022 taxRead More
As a small business owner, you might not be aware of all the deductions, credits, and other business income strategies that can help you lower your tax bill. That’s why we put togetherRead More
For small businesses, bookkeeping is an essential part of the tax planning process. Bookkeeping involves keeping track of your company’s financial transactions on a regular basis. With an organized log of all businessRead More
