Client Articles and Resources

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Preparing Small Business Owners for Digital Asset Tax Reporting: Insights for 2025

Introduction As the digital economy continues to expand, the [...]

By Matthew Pitts|2025-10-18T00:47:00+00:00October 18, 2025|1099-DA, Digital Assets|Comments Off on Preparing Small Business Owners for Digital Asset Tax Reporting: Insights for 2025

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Unlocking the Importance of Estimated Tax Payments for Small Business Owners and S-Corp Shareholders

Navigating the financial landscape of owning a small business [...]

By Matthew Pitts|2025-10-17T23:50:31+00:00October 17, 2025|Estimated Tax Payments|Comments Off on Unlocking the Importance of Estimated Tax Payments for Small Business Owners and S-Corp Shareholders

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IRS Announces 2026 Tax Inflation Adjustments — Here’s What to Know

October 2025 — The IRS has announced the new [...]

By Matthew Pitts|2025-10-10T19:07:18+00:00October 10, 2025|Inflation Adjustments, OBBBA, Taxes|Comments Off on IRS Announces 2026 Tax Inflation Adjustments — Here’s What to Know

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When QuickBooks Payroll Goes Sideways: How to Fix Errors the Right Way

Payroll mistakes happen—even in the best-run businesses. Whether it’s [...]

By Gina Pitts|2025-10-08T07:58:27+00:00October 8, 2025|Payroll & Compliance, Payroll Correction, QuickBooks Full-Service Payroll, QuickBooks Online Tips & Tutorials|Comments Off on When QuickBooks Payroll Goes Sideways: How to Fix Errors the Right Way

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It’s Go Time for Small Business Upgrades: Section 179 Just Got Bigger Under the OBBA

Meet Diana, who runs a small design and print [...]

By Matthew Pitts|2025-10-07T20:11:47+00:00October 7, 2025|2025 Tax Year Changes, Asset Expensing, One Big Beautiful Bill Act, Section 179|Comments Off on It’s Go Time for Small Business Upgrades: Section 179 Just Got Bigger Under the OBBA

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How Your Payroll Processor Records Employee Fringe Benefits on W-2 Forms

Employers offer specific fringe benefits to their employees for [...]

By Gina Pitts|2025-01-08T03:21:16+00:00January 7, 2025|Employee Fringe Benefits, Employee Payroll, Employees, Form W-2|Comments Off on How Your Payroll Processor Records Employee Fringe Benefits on W-2 Forms

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Your Guide to Filing 1099-NEC/MISC and 2024 BOI Reports: What You Need to Know

Beneficial Ownership Reporting for LLC's 🚨🚨Please see official information [...]

By Gina Pitts|2024-12-09T22:00:04+00:00December 4, 2024|1099, 1099-MISC, 1099-NEC, Beneficial Ownership Information Reporting, BOI Reporting, Expense Entries, Financial Reports|Comments Off on Your Guide to Filing 1099-NEC/MISC and 2024 BOI Reports: What You Need to Know

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2025 Tax Changes: Higher Tax Rates

As the 2025 tax changes approach due to the [...]

By Matthew Pitts|2024-09-25T23:53:45+00:00September 25, 2024|2025 Tax Changes, Tax, Tax Rate, TCJA|Comments Off on 2025 Tax Changes: Higher Tax Rates

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What You Need to Know About Classes in QuickBooks Online

You should consider setting up classes in QuickBooks Online [...]

By Gina Pitts|2024-03-11T07:51:29+00:00March 10, 2024|Class Setup, Financial Analysis, Financial Reports|Comments Off on What You Need to Know About Classes in QuickBooks Online

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The Importance of Clean Books!

The Importance of Adding Missing Transactions to QuickBooks Online While [...]

By Gina Pitts|2024-03-11T07:48:42+00:00March 10, 2024|Account Register, Accurate Accounting, Accurate Bookkeeping, Add Bank Feed Transaction, Adding Bank Feed Transactions, Bank Feed Categorization, Bank Register, Import Bank Feed Transactions, Uncategorized|Comments Off on The Importance of Clean Books!

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