Tax preparation and planning insights for business owners and individuals with complex needs in Roanoke, VA and beyond. Covers filings, compliance, and proactive strategies to reduce taxes and improve outcomes.
79 articles
April 11, 2019
“I can do that myself. I don’t need to hire someone else to do it.” How often have you heard the above statement? Someone is capable of doing a task themselves, so they don’t want the “unnecessary” expense of hiring someone else to do it for them. And in some situations, that’s perfectly reasonable. For […]
March 8, 2019
“I don’t care about money. I’m focused on other people” “My business is about helping others, not profit” “My company has a mission to do good. I’m not worried about the bottom line” There’s nothing wrong with being altruistic. Helping others is one of the single most worthwhile things we can pursue. And it is […]
February 25, 2019
The tax plan passed last year is the most comprehensive tax reform in three decades. Here’s a helpful guide with what you need to know for filing your taxes this spring:
February 6, 2019
The business tax plan passed last year is the most comprehensive tax reform in three decades. As a business owner, here’s a helpful guide with what you need to know for filing in 2019:
February 6, 2019
20 numbers, facts, and tips every self-employed American needs to know for filing their taxes in 2019:
January 23, 2019
“You should be stronger than me You’ve been here seven years longer than me Don’t you know you supposed to be the man? Not pale in comparison to who you think I am You should be stronger than me But instead you’re longer than frozen turkey Why’d you always put me in control? All I […]
December 26, 2018
2019 and all of its tax deadlines are upon us! Below is a quick guide of the most important dates to keep in mind this calendar year. January 15th: due date to pay 4th quarter estimated taxes. January 31st: Due date to send out 1099s and W-2s to recipients. Due date to file 1099s/1096s with amounts […]
August 24, 2018
Every year, I have (nearly) countless conversations with clients about how they can reduce their tax bills. And, obviously, that is a big part of the expertise we provide and the service for which they pay us. When we meet, at least half of the conversation centers around legal tax maneuvers they can make to reduce their […]
February 19, 2018
20 numbers, facts, and tips every self-employed American needs to know:
December 29, 2017
Analysis of the Tax Cuts and Jobs Act (Trump/GOP Tax Plan) Congress recently passed the most comprehensive tax reform in three decades. And suddenly, I’m a popular guy. People who would normally cross to the other side of the street when seeing a CPA approaching them, or who would avoid me at parties – fearing […]
December 15, 2016
2017 and all of its tax deadlines are upon us! Below is a quick guide of the most important dates to keep in mind this calendar year. Take a careful look as quite a few deadlines have changed this year! January 17th: due date to pay 4th quarter estimated taxes. January 31st: Due date to send […]
September 12, 2016
“I’ve gone into hundreds of [fortune-teller’s parlors], and have been told thousands of things, but nobody ever told me I was a policewoman getting ready to arrest her.” – NYC detective Small business owners are some of my favorite people. I talk with them every day and they can be truly inspiring. Most of them […]