KNOWLEDGE CENTER
Life doesn’t follow a season and neither should your financial insight. This is why we provide year-round guidance that empowers smarter decisions for both life and business.
For the Everyday Taxpayer
This segment includes information on the diverse areas of day-to-day living for the everyday taxpayer.
The OBBB (One Big Beautiful Bill) - Love It or Hate It, We All Need to Know It!
Holiday Season is also High Scam Season. Avoid Being Scammed Now!
This is for the Investor Inside of You - How to Begin Investing!
Stocking Up is a Strategy for Every Household - Here Are Some Tips!
Jump Start Your New Year Goals Now - These Micro-Habits Are Powerful!
Disclaimer: Information provided is for information purposes only. This is not official financial advice. We encourage you to continue to do your own research. These tools, articles, and more are for information purposes only to hopefully empower your decision making.
ENTREPRENEUR'S CORNER
Whether you’re just launching your first business or you’ve been running one for years, this section is designed with you in mind. From learning the basics to mastering advanced strategies these tools will equip you for success.
Hiring - 1099 vs W2
Download our chart comparing 1099 contractors vs W‑2 employees. Learn the pros and cons to make smarter hiring decisions.
Is Your Business Legit? Filing Your Entity Reports
Learn all you need to know about business entity reports. Click the link now.
Free expense tracker to help you become more financially organized.
Business Expense Sheet
Nonprofit Worksheet
Use this worksheet to organize your nonprofits for tax season and beyond. Click the link now.
First 10 Steps for Startups
Start your business the right way with these steps. If you have started double check Click the link now.
Standard Operating Procedure Checklist
Use this worksheet to organize your nonprofits for tax season and beyond. Click the link now.
Contact Us
Reach out for trustworthy tax preparation and bookkeeping services. We're here to help!
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