by Tracy Sanda | Dec 1, 2025 | Accounting, Tax
New Tax Laws Affecting Social Security Benefits in 2025 Recent tax legislation has introduced changes that may impact how Social Security benefits are taxed—especially for seniors with lower to moderate incomes. While the core rules around taxation of Social Security...
by Jordan Middleton | Nov 19, 2025 | Accounting, Tax
It’s almost that time of year again — 1099 season! Before you start panicking and digging through piles of receipts, let’s go over a few quick reminders to make sure your 1099s are accurate and filed on time. What is a 1099? A 1099 form reports payments made to...
by Tracy Sanda | Nov 17, 2025 | Accounting, Tax
Key Tax Changes for 2025: What Small Business Owners Need to Know Some big tax updates are coming in 2025 that can help small and mid-sized businesses save money—especially when it comes to buying equipment, investing in growth, and planning for taxes. Here’s what you...
by Tracy Sanda | Nov 10, 2025 | Accounting, Tax
2025 Tax Changes: What the Bigger Standard Deduction Means for You The new tax law—officially known as the One Big Beautiful Bill Act (OBBBA)—brings several important updates starting in 2025. One of the biggest changes? A significantly larger standard deduction,...
by Lisa Haiss | Nov 5, 2025 | Tax
As we move into 2025, now is the perfect time to evaluate your tax situation and prepare for the year ahead. While every client’s financial picture is unique, taking a proactive approach today can help you identify potential tax shortfalls, minimize penalties or...