A person writing a check.

The IRS is phasing out paper refund checks

If you have always waited for a paper check to show up in the mail after filing your taxes, that habit is on its way out. The IRS is phasing out paper...
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How Local CPA Firms Can Boost Business by Building a Strong Digital Presence

This matters because most prospects will vet you quietly before they ever reach out, and 96% of prospects research firms online.
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Seven Form 990 Red Flags CPAs Should Not Ignore

A difference in wording is not necessarily a problem. Yet at the same time, a material change in purpose or activity may be.
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Stop Being the Highest-Paid Employee at Your Own Firm

Here is the ugly truth we need to address: you aren't raising your fees fast enough, and it is entirely because you are focused on the wrong things.
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Kids wearing backpacks walking into school.

Back-to-school Tax Strategies

As kids head back to school, what often gets overlooked are the tax strategies that can help reduce the overall cost of higher education.
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5 Tips to Build a Healthy Money Mindset and Grow Your Finances

For busy households, consistency matters more than perfection because small wins stack up fast.
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Report Suggests 40% of Workers Have Used AI to Make Fake Expense Receipts

The report found that employees are using AI tools to commit expense fraud, and they’re using AI tools paid for by their employer to do so.
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4 Steps to Get Ahead of Higher Taxes

Most taxpayers do not proactively plan ahead on taxes for the next year. Having a CPA assist before the end of the year can result in a strategy to mi...
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Trump Accounts

Beginning July 4, 2026, a new savings and investment vehicle becomes available for eligible children: the Trump Account.
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Nearly Half of Gen Z Workers Say AI is Making Them Less Intelligent

A new report from GoTo found that nearly 40% of workers feel their overreliance on AI is eroding their skills and making them less intelligent, with 4...
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Summer Camps May Qualify for Dependent Care Tax Credit

The credit isn’t limited to just day care centers and other traditional childcare services.
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Sales Grew in April Despite High Gas Prices and Sustained Inflation

Total sales were up 6.07% year over year during the first four months of the year, and core sales were up 5.99%.
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Business professionals.

Choosing the right entity: S corps, LLCs, and other options explained

At some point, most business owners ask the same question: What entity should I be? S Corporation, LLC, partnership, sole proprietorship… There are pl...
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Why Small Businesses Are Going Bankrupt—and How to Avoid It

To help small businesses survive during this current economic climate, a finance expert reveals the five cash-flow traps bankrupting small businesses...
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84% of SMB Owners Are Happy and Advancing With AI, Resilience and Autonomy

74% use AI tools at least monthly, with 58% saying AI has made them happier as business owners
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