Tax Planning vs Tax Preparation: What are the 6 Main Differences?
A common point of confusion I encounter is the difference between tax planning and tax preparation. While the terms are often used interchangeably, in reality,
July 30, 2026
A common point of confusion I encounter is the difference between tax planning and tax preparation. While the terms are often used interchangeably, in reality,
No one ever wants to receive a surprise tax bill. Recently I asked a prospect what led them to reach out. They told me, “Last
“This year we’ll do $20 million in revenue. Shouldn’t a company our size be with one of the big firms?” This is a question I
If you’ve been a business owner for any length of time, you’ve probably heard the word nexus tossed around; usually right before a complicated topic!
Recently I wrote about how businesses quietly become multi-state. But once you’ve determined that, you may be asking, “Okay… so what exactly should I be
“Kyle, What do we do with this notice!” I still remember getting a panicked email several years ago from a colleague asking why their client
Here is a common mistake I see business owners making: they assume they are not a multi-state business unless they have offices in other states.
I was honored recently to be a guest on Bartelle’s Money Talk podcast, hosted by Johnny and Theresa of Bartelle’s Financial Coaching. They were both
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
Many small businesses want to help employees with healthcare costs—but traditional group health insurance can be expensive. The good news? There are ways to offer
I was honored recently to appear on the Super Clinic Podcast to talk with host Jennifer Gligoric! We discussed: I had a great time &