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Elizabeth
1 day ago2 min read
How to Organize Your Finances for the Year
Organizing your business finances is the key to a successful year. In this guide, we’ll walk you through practical steps to centralize your
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Elizabeth
6 days ago2 min read
5 Financial Resolutions for Small Business Owners
The start of a new year is the perfect opportunity to establish habits that will strengthen your business. By setting clear financial...
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Elizabeth
Jul 1, 20242 min read
1040 Insider: When to File?
When do I need to file my taxes by? Learn about the tax filing deadline and extensions.
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Elizabeth
Jun 24, 20242 min read
1040 Insider - How to File Your Tax Return
Once you are aware of your filing requirement and have gathered all necessary documents, the next step is to proceed with filing your tax...
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Elizabeth
Jun 17, 20241 min read
1040 Insider - What Do You Need to File a Tax Return?
As you prepare to submit your tax return, it is essential to have various documents at hand. Some of the most common documents that are...
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Elizabeth
Jan 16, 20242 min read
1040 Insider: Who Should File a Tax Return?
Discover who must file a tax return with our '1040 Insider' series—unlock potential refunds even if you earn below the threshold.
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Elizabeth
Dec 14, 20231 min read
INTRODUCING - 1040 Insider: Navigating Your Individual Tax Return
Welcome to "1040 Insider: Navigating Your Individual Tax Return," our brand-new blog series dedicated to unraveling the complexities of...
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Elizabeth
Dec 7, 20232 min read
Attention Business Owners: Important Update on Employee Retention Credit (ERC) Claims
IRS intensifies scrutiny on ERC claims, sending 20,000 disallowance letters for ineligible claims. Review and use caution before applying.
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Elizabeth
Dec 6, 20232 min read
Understanding the Delayed Form 1099-K Reporting Requirements for 2023
IRS delays new $600 Form 1099-K threshold for 2023; keeps $20,000/200 transactions limit. $5,000 threshold planned for 2024. Stay informed!
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Elizabeth
Nov 29, 20232 min read
Year-End Financial Checkup: The Essential Role of Tax Planning
While it may not be the most festive topic, effective tax planning during your year-end financial checkup can lead to substantial savings...
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Elizabeth
Nov 27, 20232 min read
Staying Safe While Shopping Online This Holiday Season
The holiday season is a time for joy, giving, and, unfortunately, a peak season for online scams. As taxpayers engage in online shopping,...
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Elizabeth
Nov 22, 20232 min read
The Importance of a Year-End Financial Checkup
As the end of the year nears and the holidays approach, it's easy to forget about your finances. However, taking time for a year-end...
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