Tips for Preparing Documents for Your Tax Appointment
Joamarie García Joamarie García

Tips for Preparing Documents for Your Tax Appointment

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.

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BOIR Basics
Joamarie García Joamarie García

BOIR Basics

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).

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Why Prism Consulting?
Joamarie García Joamarie García

Why Prism Consulting?

The Name Behind Prism Consulting and Its Connection to Business Success

In the world of small business, growth is often envisioned as the light at the end of the tunnel—an aspiration every entrepreneur aims for. When I chose the name "Prism Consulting," I wanted it to reflect this pursuit of growth, especially in a way that reveals the beauty of combining all facets of a business.

By definition, a prism is a transparent object that disperses light into a spectrum of colors, revealing the different wavelengths that create a unified ray. This analogy resonates with how businesses are built: no single function operates in isolation.

Instead, it’s the harmony of various departments—bookkeeping, human resources, tax preparation, and more—that creates a thriving organization.

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