by Lisa Haiss | Jun 15, 2026 | Accounting, Tax
Walking into your first CPA appointment as a small business owner can feel a little intimidating. You might wonder if you’re bringing the right paperwork, if your records are organized enough, or if your CPA is about to discover the “creative bookkeeping system”...
by Lisa Haiss | Jun 8, 2026 | Accounting, Tax
For self-employed individuals, freelancers, business owners, and investors, quarterly estimated tax payments are an important part of staying compliant with IRS requirements. Missing a payment can result in penalties, interest charges, and unnecessary stress....
by Lisa Haiss | Apr 16, 2026 | Accounting, Tax
Missed the April 15 Tax Deadline? Here’s What to Do Next If April 15 came and went and you didn’t file your tax return, or submit an extension, you’re definitely not the only one. It happens every year for all kinds of reasons. The important thing now is what you do...
by Lisa Haiss | Mar 9, 2026 | Internal Revenue Service, Tax
March is National Reading Month, and it’s a reminder of something simple but incredibly powerful: books change lives. Most of us can remember our favorite childhood story. You know the one we asked to hear again and again before bedtime, or the book that first made...
by Lisa Haiss | Mar 4, 2026 | Internal Revenue Service, Tax
If you’ve ever wondered what happens after you drop off your tax documents, here’s a little behind-the-scenes look at life inside a small CPA firm during tax season. Spoiler alert: it’s a mix of coffee, lots of checklists, teamwork, and at least one person saying,...
