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,...
by Tracy Sanda | Feb 10, 2026 | Internal Revenue Service, Tax
Vehicle expenses can be a valuable tax deduction, but only when mileage is properly classified and documented. For tax purposes, the deductibility of mileage depends on whether the travel is considered business, commuting, or personal. Understanding these distinctions...
by Tracy Sanda | Jan 26, 2026 | Internal Revenue Service, Tax
Accurate documentation is essential when claiming charitable contributions on your tax return. The IRS requires specific records depending on the type and value of your donations. Maintaining proper records ensures your contributions are deductible and helps you avoid...
by Tracy Sanda | Jan 20, 2026 | Internal Revenue Service, Tax
Qualified Charitable Distributions (QCDs) are a tax-efficient way for eligible IRA owners to support charitable organizations while managing taxable income. Individuals who are age 70½ or older may donate up to $108,000 in 2025 directly from a traditional IRA to a...
by Lisa Haiss | Jan 13, 2026 | Internal Revenue Service, Tax
Getting your tax documents organized for your preparer can feel overwhelming, but you don’t have to do it alone. One of the most common questions we hear is, “What documents do I need for my individual tax return?” Below is a general overview of the basic information...
