Getting ready for tax season can feel overwhelming, but with some thoughtful preparation, you’ll make your tax appointment smooth and stress-free.

Here’s a checklist to help you gather the necessary documents and information.

Tax season is stressful, but don’t leave money on the table!

Whether you're a solopreneur or managing a team, these overlooked deductions can help lower your tax bill.

What You Need to Know About the New BOIR Filing Requirement from FinCEN

If you’re a small business owner or entrepreneur, there’s a new filing requirement you’ve probably heard whispers of, and it’s time to get ahead of it. Starting this year (2024), FinCEN (aka the Financial Crimes Enforcement Network) is requiring businesses to file something called the Beneficial Ownership Information Report (BOIR).