New tax bill makes tax-free exits faster & easier
What founders and investors need to know about the new QSBS rules
Is your accountant just filing forms?
How to tell if you’re getting strategy—or just compliance
The high cost of passive accounting
Most business owners assume their CPA is “handling everything.”
But...
Is your accountant just filing taxes—or actually saving you money?
Why tax season shouldn’t be the only time you think about taxes
Most business owners assume that because they have an accountant, they have a tax strategy. They don’t.
The overlooked tax credits costing SMBs thousands
Why WOTC and R&D credits slip through the cracks — and how your business can capture these overlooked savings
Small and mid-sized businesses (SMBs) leave money on the table every year by missing out on valuable tax credits. Two of the most commonly overlooked credits? The Work Opportunity Tax Credit (WOTC) and the Research & Development (R&D) tax credit.
Why your tax pro can’t save you money without good books
Great tax strategy starts with accurate bookkeeping — here’s what happens when it doesn’t
Every business owner wants to save money on taxes. And plenty of people think a great tax pro can work some magic to make that happen — even if the books are a little messy. But the truth is, even the best tax strategist can only work with what they’re given. If your books aren’t clear, complete, and accurate, you’re probably leaving money on the table — or setting yourself up for an expensive fix later.
Don’t put off exit planning until it’s too late
Why you should begin planning now
Most business owners don’t think much about their exit strategy until they’re ready to sell, retire, or pass the business down. And...
How to tell if your accountant is doing tax compliance or tax strategy
Filing a return isn’t the same thing as building a plan to reduce what you owe.
Most business owners assume their CPA is “taking care of the tax stuff.” And to be fair, they probably are — at least the basics. Your return gets filed. The IRS stays off your back. You sign a few forms and move on with your life.
The retirement plan tax breaks most business owners miss
Learn how to cut taxes, build wealth, and keep great employees
Retirement plans aren’t just about retirement.
Proactive tax planning prevents cash flow crises
Why budgeting isn’t enough
It’s a familiar story for many business owners: you diligently set money aside for taxes throughout the year, maybe a fixed percentage of your revenue. You think you’re prepared. Then, tax season hits, and the actual bill is far higher than anticipated. Suddenly, you’re scrambling, shuffling funds, maybe even dipping into a line of credit just to pay the IRS. That perfectly good tax budget didn’t prevent a cash flow crisis.
Audit-proof your business
These best practices reduce audit risk, and give business owners peace of mind
Few words strike more unease into a business owner than “IRS audit.” The thought alone can be stressful, imagining a deep dive into your financials and the potential for penalties.