by Lisa Haiss | Nov 2, 2026 | Accounting, Tax
As we prepare for 2027, now is the ideal time to take a fresh look at your tax situation and begin planning for the opportunities and challenges that may lie ahead. While every taxpayer’s circumstances are unique, a proactive approach can help identify potential...
by Lisa Haiss | Oct 12, 2026 | Accounting, Tax
Taxpayers have the right to request tax transcripts from the IRS. These may be needed if you do not have a copy of your tax return. You could need them for multiple reasons like: Applying for a mortgage or loan, to verify income and tax history. Applying for financial...
by Lisa Haiss | Aug 3, 2026 | Accounting, Tax
Summer is a good time to check in on your finances. The year is already halfway over, which makes it easier to see what’s working and what might need attention. Maybe your income has changed. Maybe you’ve spent more than expected or fallen behind on a...
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....
