I had a blast sitting down with Anthony Weaver on his podcast, About That Wallet to talk all things tax! We discussed: I hope you

For years, restaurants have benefited from one of the most valuable credits in the tax code: the FICA Tip Credit. What many business owners don’t

A new tax-advantaged savings account introduced by the One Big Beautiful Bill Act is the 530A account, or as its referred to in the IRS

Not all tax strategies need to be executed by December 31. The window between January 1 and April 15 is still a great time to

Taxes are never fun—but they’re even worse when you the “plan” is simply to hope for the best. Most surprise tax bills aren’t caused by

I had a blast recently joining Candy Messer on the “Biz Help for You” podcast! On it we discussed: I really enjoyed my time with

When I talk about offering both tax prep and tax strategy, one of the first questions I hear is, “What’s the difference?” It’s a fair

The Health Savings Account (HSA) is one of the most powerful tools in the tax code. Is the only account where the IRS let’s you

I was honored recently to appear on the Super Clinic Podcast to talk with host Jennifer Gligoric! We discussed: I had a great time &

A bad business year can feel discouraging—but from a tax perspective, it doesn’t have to be a waste. If your business expenses exceed your income,

While 2025 is winding down and there are only a few days left in December, there are still a number of things you can do

I was honored to be a guest with Dominic DeLaquil on the “Financial Independence for Kids” podcast recently! We talked about: Timestamps: Dominic was a

If you’re self-employed and driving for business, the mileage deduction is one of the easiest ways to cut your tax bill. For 2025, the IRS

What Is An Accountable Plan?An accountable plan is your company’s written reimbursement policy that pays employees back for bona-fide business expenses without treating those reimbursements