Tax tips
Tax tips and firm news
Short notes on what to do and when, written for non-accountants. General information, not advice for your own return.
Year-end tax moves for small business owners, before December 31
Most year-end choices expire on December 31. Here are the five we ask every small business owner about in November.
Open enrollment is also a tax decision
Choosing a health plan this month can change your tax return. Four things worth a look before you click.
Our calendar for the 2027 tax season
The portal opens in early January, tax-season hours begin January 15, and here is when we stop taking new returns.
Got a letter from the IRS? Read this before you do anything
Most letters are routine and many can be answered by mail. Here’s what to do in the first week.
Have a question about your own situation?
A free 20-minute call is the place to ask it.