2026 is coming up real fast, and the tax brackets are going to change. In this post, we’ll walk through: How these new brackets affect you How tax brackets actually work (most people misunderstand them big time!) What you can…

Are you trying to pass down your home to your kids? In this post, we’ll walk through how to avoid capital gains once your children inherit your house, what to do, what not to do, and how this gets done…

HSAs in 2026 are going to be changing with higher limits and now, even more health plans will be available to qualify. The 2026 tax changes will allow a lot more Americans to take advantage of the triple tax benefit…

Did you make a lot of money this year either through W-2 income or business income? Are you looking to significantly lower you tax bill? If so, you are in the right place. Today we are discussing a great tax…

Mistakes often kill your profit. Today, I want to discuss with you the five things you need to examine carefully so you can protect, and improve your profit. 1. The Subscription Sneak Attack We all fall for this (CPAs included):…

The 2026 Tax season might feel far away, but getting organized now can save you serious stress, and money. Today we are discussing five essential steps you should take before the 2026 tax season so you can file smoothly, avoid…

After more than 25 years in business, I’ve watched countless small companies rise and fall. Often businesses fail because the repeat the same exact mistakes that everyone else is making. If you’re thinking about starting your own business, there are…

How Car Payments Keep You Poor, and What To Do Instead Remember about three months ago when you bought that shiny new car? It looked incredible, smelled amazing, and felt like the perfect upgrade. Fast-forward a few months later, and…

What’s keeping so many Americans broke? Believe it or not, it often comes down to a handful of habits repeated week after week. It’s that simple. It doesn’t matter if you are a CPA or not; we all have to…

Real estate can be a powerful investment or a financial disaster if you don’t know what you’re doing. What looked like a great deal 20 years ago in a certain neighborhood might now be a total mess. Let’s walk through…

As a business owner, I’ve seen so many people make basic mistakes when starting out. These mistakes could easily be avoided, saving a lot of trouble down the road if they just start the right way from the beginning. So…

The Big Beautiful Bill…interesting name for a tax bill, right? I’ve researched the five most talked-about topics concerning this bill. Today I am going to cover these top 5 topics hot topics from my perspective as a CPA. 1. No…

Amending your personal income tax return may seem overwhelming, but it’s a manageable process when you break it down step by step. In this guide, I’ll walk you through how to correct your return using IRS Form 1040-X. Step 1:…

Requirements to Get Started with Bookkeeping Manually So, to get started with Bookkeeping Manually (without software), we have just two requirements. They are: #1 – First, you must have a bank account that is used exclusively for business income and…

Understanding the Mileage Deduction That Can Make a Big Difference on Your Tax Return Do you know how to calculate the mileage deduction that will make that big break on your tax return? In this blog post, I am going…

Today we are going to dive into a very popular topic amongst those who work at home. It’s How to Calculate the Home Office Deduction. Many of my clients had lots of issues with calculating this deduction this past tax…

If you lived in your home two years out of the last five years, Section 121 allow you to exempt $250,00 for single individuals and a whopping $500,00 if you are married on capital gains when you sell your home….

Think of the American Opportunity Tax Credit (AOTC) as a little “thank you” from the government for investing in education. It helps students (or their parents) save on taxes by covering some college costs. Here’s how it works: You can…

Hey everyone, welcome back to my blog! If you’re thinking about electing S Corp status for your business, this video is a must-watch. Making the wrong moves can cost you big time—from unexpected taxes to legal trouble, or even losing…

If you’ve ever received payments through Venmo, PayPal, Cash App, or any other payment processor, you might have received a 1099-K form. And you might be wondering, what is this? Do I need to do something with it? Well, I’ve…