Tax Planning And Compliance
4 Ways AI Will Change Bookkeeping (and how to roll with the changes)
AI is shaping up to be transformative in EVERY aspect of our lives. So it’s probably no big surprise to anyone that the AI revolution is coming for bookkeeping and accounting, too. It’s already happening with QuickBooks, and it’s effects are already being felt by both long-time QuickBooks users (like me) and newcomers alike. So…
Read MoreWhat is a 1099-K and will your business receive one this year? Important changes to know NOW
Tax time is coming, and one of the most confusing things entrepreneurs deal with during tax season is form 1099. But, believe it or not, there is more than one kind of 1099. AND, as of the end of 2024 there has been a major change with one particular kind: form 1099-K. But what is…
Read MoreThe $40,000 Tax Mistake My Client’s CPA (almost) Made
UPDATED for 2026 I make it a part of my regular services to ensure that the CPAs my clients work with aren’t making any costly mistakes. And trust me, even the best of CPAs can make a mistake on a tax return. It’s easy to see why… In 2025, the IRS received around 165 MILLION…
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