Blogs
What Is the IRS Taxpayer Advocacy Panel (TAP)?
As a CPA firm owner, I am committed not only to serving our clients with excellence in tax, bookkeeping, and business advisory services, but also to giving back to the broader taxpayer community. One
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A Valuable Tax Benefit for Retired Public Safety Officers
A Valuable Tax Benefit for Retired Public Safety Officers If you’re a retired police officer, firefighter, or served in another qualified public safety role, and you receive a government pension, th
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Tax Considerations When Selling Stocks or Cryptocurrency
Selling investments like stocks or cryptocurrency can trigger a variety of tax consequences—some favorable, others less so. Whether you're rebalancing your portfolio, cashing out gains, or harvesting
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7 Quirky Tax Facts You Never Knew
Let's face it, taxes aren't exactly the life of the party. Yet, as much as taxes might stir up feelings of stress and looming deadlines, peek behind the curtain and you'll find a surprisingly quirky s
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Mid-Year Tax Planning Tips for Business Owners
Review Your Year-to-Date FinancialsMid-year is the perfect time to take a fresh look at your income and expenses. Run a profit and loss statement to compare your current performance against last year
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What the OBBBA Means for Individual Taxpayers: Key Changes Explained
The One Big Beautiful Bill Act (OBBBA), signed into law in 2025, brings sweeping changes to the U.S. tax landscape for individuals. Whether you’re a wage earner, a parent, a retiree, or a small busine
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How to Read and Interpret Your Financial Statements
Understanding your financial statements isn’t just for your accountant—it’s essential for any business owner who wants to stay in control, make smart decisions, and grow with confidence. These reports
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How to Use Tax Projections to Avoid Surprises
No one likes an unexpected tax bill. A well-timed tax projection can help you avoid unpleasant surprises and make smarter financial decisions before the year ends. What Is a Tax Projection? A tax proj
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5 Key Benefits of Outsourcing Payroll & Bookkeeping
Starting and running your own business is a rewarding journey filled with moments of triumph. However, the demands of entrepreneurship can quickly become overwhelming, especially when you're bogged do
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