top of page
EXPERT TAX TIPS - STAY IN THE KNOW


Tax Tip Tuesday: Schedule C Red Flags That Trigger IRS Reviews
If you're a freelancer, sole proprietor, or small business owner, filing Schedule C with your tax return is part of your routine. But it’s important to know that some entries on that form can raise questions with the IRS. While most small businesses won’t face an audit, certain red flags can increase your chances of receiving IRS correspondence, a notice, or a closer look at your return.
Jan 274 min read


Tax Talk Thursday: Multi-State Payroll & Withholding — Compliance for Remote Teams
Remote worker conference call Remote and hybrid work are no longer temporary solutions — they are permanent features of today’s business landscape. For small and mid-sized businesses, this shift has created a new layer of tax and payroll complexity that is often overlooked until a notice arrives from a state tax agency. If you have employees working remotely in other states — even just one — your business may already have multi-state payroll obligations. Failing to handle the
Jan 224 min read


Lunch & Learn Webinar: Tax Tips for Artists, Influencers, Entertainers, & Musicians — The Creative Side of Compliance
If you’re an artist, influencer, entertainer, or musician, chances are your income doesn’t come in neat, predictable paychecks. Brand deals, gig income, royalties, sponsorships, digital sales, tips, and platform payouts can make tax compliance confusing—and costly—if handled incorrectly. That’s why I’m hosting a complimentary Lunch & Learn webinar designed specifically for creatives who want clarity, not tax jargon. Webinar Details (Taxes for Artists) Title: Tax Tips for Arti
Jan 202 min read


Lunch & Learn Webinar: The Big, Beautiful Bill — What Small Businesses Need to Know for 2026
If you own or operate a small business, 2026 is shaping up to be a pivotal tax year. One of the most talked-about legislative developments heading into the next filing seasons is what’s being referred to as the “Big, Beautiful Bill.”
Jan 132 min read


The 6-Year Rule for Unfiled Tax Returns: What It Really Means
Many taxpayers are surprised to learn this: if you never filed a tax return, the IRS can legally go back forever. There is no statute of limitations on unfiled returns. The clock only starts once a return is filed. So why does the IRS talk about a 6-year rule? Because while the IRS can demand every unfiled year, they generally don’t. The 6-year rule is an IRS administrative policy, not a legal limit—but it matters when you’re trying to get back into compliance. No Statute of
Nov 20, 20252 min read


Tax Tip Tuesday: Why a Big Refund Isn’t a Win (And What You Should Do Instead)
Getting a big tax refund isn’t a win—it’s a sign you gave the IRS an interest-free loan all year. Learn why refunds drain your cash flow and how smarter withholding keeps more money in your pocket.
Nov 18, 20252 min read


Tax Tip Tuesday: Got Paid from Overseas? Don’t Forget These Tax Forms!
If you’ve ever received money from abroad — whether it’s from freelance work, consulting, or royalties — the IRS wants to know. U.S. taxpayers may need to report those payments using Form 1099 (for U.S. payees) or Form 1042-S (for foreign payees).
Oct 28, 20251 min read


Tax Tip Tuesday: Final Quarter Estimated Tax Tips
The year’s winding down — but before you celebrate, make sure your fourth-quarter estimated tax strategy is solid. Planning now can help you avoid penalties, reduce surprises in April, and keep more of your hard-earned money where it belongs. Know Your Final Payment Deadline The last estimated tax payment for 2025 is due January 15, 2026. You can pay using EFTPS, IRS Direct Pay, or your state’s online payment system (like CA WebPay for California residents). If you file your
Oct 21, 20252 min read


Tax Talk Thursday: The IRS Government Shutdown: What It Means and What Taxpayers Can Do
When Congress fails to pass a budget or temporary funding bill, the federal government enters what’s known as a shutdown.
Oct 9, 20253 min read


Tax Tip Tuesday: Maxing Out Retirement Before Year-End
As the year winds down, one of the best ways to save on taxes and strengthen your financial future is by maximizing retirement contributions before December 31st.
Oct 7, 20253 min read


The Top 10 Uncommon Business Tax Deductions You Might Be Missing
Most business owners know the big-ticket deductions — rent, payroll, and office supplies — but some of the best deductions are hiding in plain sight.
Sep 25, 20252 min read


Tax Tip Tuesday: Digital App Payments - What You Need to Know
In today’s world, digital app payments have become the new norm. Whether you’re sending money to a friend through Venmo, collecting rent via Zelle, or accepting business payments on PayPal or Cash App, these platforms make transactions faster and more convenient.
Sep 9, 20252 min read


Tax Talk Thursday: Who Wins with the New Tax Bill? Breaking Down H.R. 1 for Individuals and Businesses (Updated)
Congress has officially passed H.R. 1 – the “One Big Beautiful Bill”, and it’s now law. This sweeping tax legislation makes many of the...
Jul 17, 20254 min read


Tax Tip Tuesdays: When Should You Amend Your Tax Return?
Nobody loves doing their taxes twice — but sometimes it’s necessary.
Jul 1, 20252 min read


Tax Talk Thursdays: Common Tax Traps for U.S. Expats—and How to Avoid Them
Common Tax Traps for U.S. Expats—and How to Avoid Them
May 8, 20253 min read
bottom of page
