Tax tips
Plain answers, written down.
Short pieces on the questions that come up most — what to gather, what to keep, and what to do when the year did not go the way you planned. No jargon and no fine print.
Filing basics
What to gather before we start your return
A short checklist that turns a stressful afternoon of hunting for paperwork into one folder, sent once.
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Small business
Four dates a small business owner should keep
Estimated payments fall in mid-April, mid-June, mid-September and mid-January. Here is how to stay ahead of them.
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Bookkeeping
Bookkeeping is a monthly habit, not a spring chore
An hour a month keeps your books honest and makes tax time a review instead of a reconstruction.
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Small business
A five-minute mid-year tax checkup
A short mid-year review catches most of the expensive surprises long before the year ends.
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Credit & money
What actually moves a credit score
Payment history and how much of your available credit you use do most of the work. The rest is detail.
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Bookkeeping
Receipts, mileage and the paper trail
What to keep, how long to keep it, and the simplest system for never losing a deductible expense again.
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