Articles
Practical, plain-English thinking on taxes & accounting.
Written for the individuals and small business owners we work with — no jargon, no scare tactics, just the answers we'd give a client across the desk.
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BusinessBusiness
Business Entity Types: LLC, S-Corp, or C-Corp?
A plain-language breakdown of what each entity type means for your taxes, liability, and long-term flexibility.
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Tax PlanningTax Planning
Year-End Tax Planning: 10 Moves Before December 31
The window closes at midnight on December 31. Here's how to use what's left of the year to reduce your tax bill.
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Self-EmploymentSelf-Employment
The Self-Employment Tax Nobody Tells You About
Why the 15.3% rate exists, what it covers, and how to legally reduce what you owe through smart planning.
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Self-EmploymentSelf-Employment
Quarterly Estimated Taxes: A Complete Guide
Who owes them, how to calculate the right amount, and how to stop getting hit with penalties and surprises every April.
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Tax StrategyTax Strategy
When to Hire a CPA vs. Using Tax Software
TurboTax works great for W-2 simplicity. But once your situation has any complexity at all, the math tips decisively toward a professional.
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From the library, still useful.
Capital Gains: How to Minimize What You Owe
Holding periods, tax-loss harvesting, opportunity zones, and the rules most investors overlook until they get the bill.
What Triggers an IRS Audit (and How to Avoid It)
The actual red flags the IRS looks for — and how clean documentation keeps your return out of the review queue.
Retirement Accounts for the Self-Employed
SEP-IRA, SIMPLE IRA, and Solo 401(k) — contribution limits, tradeoffs, and which is right for your situation.
Bookkeeping Basics Every Small Business Owner Needs to Know
Three numbers to watch every month, and the system that keeps them honest — even if you never want to touch your books again.
How to Read a Profit and Loss Statement
What your P&L is actually telling you — and the line items that matter most for making decisions.
The Tax Implications of Selling Your Business
Asset sale vs. stock sale, installment agreements, and how to exit your business with the most money in your pocket.
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