DENISE STUBBS, CPA

You opened your mail expecting a W-2 and got a 1099-NEC or 1099-MISC instead. If you're panicking right now, you're not alone. Thousands of gig workers, contractors, and people with side hustles are staring at these forms, wondering what just happened to their taxes.

It's the question on everyone's mind lately, isn't it? With AI tools becoming more sophisticated every day, many people wonder if accountants and CPAs will go the way of telephone operators and typewriter repairmen. It's a fair question. The short answer? No, accountants won't be replaced by AI.

Choosing the right accountant is one of the most important decisions you'll make for your small business. The right professional doesn't just file your taxes—they become a trusted advisor who helps you make smarter financial decisions, avoid costly mistakes, and potentially save thousands of dollars.

At our firm, we believe in being accessible to our clients, especially during the hectic months of tax season. But we also believe in giving each client our full attention when we're working on their returns. That's why we use a professional answering service, and today we want to pull back the curtain on how it works and why it improves your experience.

When meeting with a CPA, preparation makes all the difference. Walking in organized doesn't just save time, but it can actually save you money and help ensure you're getting every deduction you qualify for.

Every January, gym memberships spike, diet plans launch, and millions of people commit to "getting healthy" in the new year. But while we focus intensely on physical wellness, most people completely overlook financial wellness—even though money stress affects our health, relationships, and overall quality of life more than we'd like to admit.

Tax season doesn't officially begin until late January, but the clients who have the smoothest experience—and often the best outcomes—are the ones who start early. Every January, we see the same pattern: some clients scramble to find documents at the last minute, while others have everything organized and ready to go.

As December arrives, business owners across the country are checking their profit and loss statements and seeing the fruits of a year's hard work. If your P&L is showing a healthy profit, congratulations! You've built a successful business. But before you celebrate too much, remember that a big profit also means a potentially big tax bill.

December isn't just about holiday shopping and vacation planning. It's one of the most important months for your finances. Miss these key deadlines, and you could lose money you've already earned, forfeit tax savings, or face costly penalties.

If we have invited you to join TaxDome, you're in for a pleasant surprise. This secure client portal makes working with us easier than ever! No more scrambling to find documents, chasing down signatures, or worrying about email security. Here's everything you need to know about signing up and getting started.

If you're planning to support your favorite causes this holiday season, understanding the tax rules around charitable giving can help you maximize both your impact and your tax benefits.

'Tis the season for holiday parties, and if you're a small business owner, you're probably wondering: "Is this party tax-deductible?" The good news is that holiday parties can indeed be 100% deductible business expenses, but only if you follow the rules.

The holiday season presents a fascinating paradox for small business owners. For many, it's the most profitable time of year. The season that can make or break annual revenue targets. Yet it's also when cash flow becomes most unpredictable, expenses spike unexpectedly, and financial planning gets thrown out the window.

Timing your business purchases can save you thousands.

Because the line between business and personal isn't always as clear as you think One of the most common questions we get from business owners is some variation of "Can I deduct this?" followed by a description of an expense that falls somewhere in the gray area between personal and business. The answer is usually "It depends," which isn't very helpful when you're trying to figure out your taxes. The truth is, the IRS has rules about what makes an expense deductible, but thos

Let's talk about something most business owners don't want to think about: bookkeeping. It's not exactly the fun part of running a business. But here's what's scary: bad bookkeeping doesn't just mean messy records. It means you're probably losing money in ways you don't even realize.

Economic headlines can be scary. Inflation concerns, interest rate changes, and market volatility. It's enough to keep any business owner awake at night, wondering if they're prepared for whatever comes next. But here's what we've learned from helping businesses navigate the ups and downs of recent years: the companies that thrive during uncertain times aren't necessarily the biggest or the luckiest. They're the ones that plan ahead and build financial resilience into their o

If you've never participated in a formal tax planning session, you might be wondering what actually happens during the appointment. Many people assume it's just like their annual tax preparation meeting, but tax planning is fundamentally different and far more valuable when done before year-end.

Every year, small business owners overpay on their taxes. Not because they owe more than they think, but because they're missing deductions hiding in plain sight. These aren't sneaky loopholes or aggressive tax strategies. They're legitimate business expenses that you're probably already paying for, but not deducting.

DIY Tax Software commercials make it look so easy. Click a few buttons, answer some questions, and boom, your taxes are done for less than the cost of dinner for two. But here's what those ads don't tell you: sometimes that "affordable" DIY software ends up being the most expensive tax mistake you'll ever make.