October Extended Due Date Just Around the Corner

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Article Highlights: October 15, 2025, is the extended due date for 2024 federal 1040 returns. Late-filing Penalty Interest on Tax Due  Other October 15 deadlines If you could not complete your 2024 tax return by April 15,…

Is Your Website Secretly Costing Your Business Customers in 2025?

As your financial partner, our focus isn’t just on preparing your taxes — it’s on helping you grow your business and protect your cash flow. And right now, one of the biggest threats we see isn’t on your balance sheet. It’s online. In…

Qualified Small Business Stock (QSBS): A Huge Tax Benefit

Qualified Small Business Stock (QSBS) offers a compelling tax advantage for investors aiming to support small business ventures. Introduced as a part of the Revenue Reconciliation Act of 1993, QSBS enables investors to exclude a considerable…

A Smarter Way to Read Your Business’s Health: The Balance Sheet Deep Dive

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Starting a business is more than revenue and expenses—it's about knowing what you truly own, what you owe, and what your venture is worth. That’s where a balance sheet comes in: a snapshot that tells the story of your business’s financial…

Last Chance: The One Big Beautiful Bill Countdown on Key Energy Tax Credits

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In recent years, as the conversation about climate change has intensified, the federal government sought to encourage homeowners and consumers towards sustainable energy solutions by providing tax credits for various green initiatives. The installation…

Launching a Bright Financial Future: Tax Benefits for Your Children

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Setting up a child's financial future can be one of the most impactful gifts parents, grandparents, relatives, and friends can provide. By leveraging various tax-advantaged accounts and strategies, you can not only contribute to a child’s…

Got an IRS Notice? Here’s How to Handle It Without Losing Sleep

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Few things can rattle a business owner faster than seeing “Internal Revenue Service” on an envelope. The instinct is to panic. But the truth? An IRS notice doesn’t automatically mean you’ve done something wrong. In 2025, notices are…

From Side Hustle to Six Figures: Turning Your Small Business Into a Scalable Firm

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It started as a side hustle — a few clients, a few late nights, maybe some extra cash to ease the budget. But now the calls are coming in faster. The demand is growing. And you’re starting to wonder: Am I ready to take this full-time? The…

Important September 2025 Due Dates

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September 2025 Individual Due Dates September 2025 tax deadlines include tip reporting and estimated tax payments. Learn safe harbor rules, how to avoid penalties, and strategies to prepare for 2026. 2025 Fall and 2026 Tax Planning Tax…

Unravelling Education Savings: Mastering 529 Plans to Maximize Tax Benefits

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Section 529 plans are tax-advantaged savings plans designed to encourage saving for future education costs. They are legally known as "qualified tuition plans" and are sponsored by states, state agencies, or educational institutions. With rising…