Latest from the Blog

Paying the IRS (Dear Teenager – 3 of 4)

Paying the IRS (Dear Teenager – 3 of 4)

Dear Teenager, Congratulations on entering the workforce! Whether you’re your own boss or you’re someone’s employee – this is an exciting time for you!   Throughout the years, you’ve probably heard about income taxes from your parents, through the media, or in school....

Small Business Bookkeeping (Dear Teenager – 2 of 4)

Small Business Bookkeeping (Dear Teenager – 2 of 4)

Dear Teenager, Congratulations on your decision to go into business for yourself! Whether it’s babysitting, dog walking, lawn maintenance, or any of the multitude of ways you’ve decided to monetize your unique skills/abilities – you’re bound to have a few questions on...

Year End Tax Planning Tips

Year End Tax Planning Tips

I want to talk a little bit about year end tax planning today. This is a great time of year to consider some year end tax planning tips to help save a little bit of your tax liability. We're having these conversations with clients in earnest over these last few weeks...

Three Step Process to Diversify Your RSUs

Three Step Process to Diversify Your RSUs

Here’s a three-step plan on how we think clients should handle RSU compensation. And this is how we instruct and walk our clients through the process. When we talk to clients, we find this is one of the stumbling blocks for a lot of our clients. They are kind of...

Squarespace & Income Tax Withholding Rules

Squarespace & Income Tax Withholding Rules

We've been talking to a lot of Squarespace employees this week. So there’s a message I wanted to share as it relates to tax but more specifically to Squarespace folks. However, this could also apply to anyone who’s going through a transaction similar to this. If you...

How to Read a Paystub (Dear Teenager – 1 of 4)

How to Read a Paystub (Dear Teenager – 1 of 4)

Dear Teenager, Congratulations on your first official paid job! It’s quite a milestone to enter the workforce and earn your own income as a direct result of your labor. With your new job comes a multitude of new responsibilities: learning new skills and ensuring you...

So You Created an LLC

So You Created an LLC

As I write this article, it’s Tax Day, April 15th, 2024. Tax professionals around the world rejoice as we get a natural break from the craziness of the last few weeks. Despite our best efforts to smooth out work with tax extensions, this week is always a rush. Last...

What To Do If You Owe Tax On Your Return

What To Do If You Owe Tax On Your Return

It’s that time of year again. Tax returns (and balances due!) are on everyone’s mind as we march towards Tax Day. So what should you do if you owe tax on your return?  Quite often, people are seeking us out this time of year after loading their information into...

Trusting TurboTax With Your Equity Compensation

Trusting TurboTax With Your Equity Compensation

We’re fresh off the annual spectacle of the Super Bowl. The Chiefs and 49ers played a great game. But with my hometown Bengals long removed from the playoff scene this year, my family was there for the commercials. (Well, my daughter was probably there for the Taylor...

How HR 7024 May Impact Your 2023 Tax Return

How HR 7024 May Impact Your 2023 Tax Return

On January 19, 2024, the House of Representatives’ Ways and Means Committee voted to advance HR 7024 (Tax Relief for American Families and Workers Act of 2024) to the House for further vote. It’s important to note that the bill hasn’t been voted on and has not become...

Corporate Transparency Act & Filing the BOIR

Corporate Transparency Act & Filing the BOIR

In 2021, Congress enacted the Corporate Transparency Act (CTA) which now requires filing a BOIR (beneficial ownership information report). This law created a beneficial ownership information (BOI) reporting requirement as part of the US government’s efforts to make it...

Top 5 Things to Remember to Tell Your Accountant

Top 5 Things to Remember to Tell Your Accountant

Happy New Year and welcome to 2024! Before 2023 hits the rearview mirror, be sure to take inventory of any life events that might be critical to your taxes. January is the start of tax filing season. It’s a good reminder for you to take a step back and make sure your...

Download our free guide – Top 5 Big Tax Mistakes to avoid with Stock Options

thumb-placeholderAs a Certified Public Accountant, John is passionate about helping families make great tax decisions!

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