Tax & accounting guides
Plain-language answers to the questions we hear most often.
Individual & business tax
2025 Individual Year End Tax Planning
Proactive steps to reduce your 2025 tax liability, including new opportunities from OBBBA.
Is it possible to legally adjust your business income to whatever number is most favorable?
Timing, retirement contributions, depreciation elections, and structure.
Will forming an LLC reduce my taxable income?
What an LLC actually does for your taxes — and what it doesn't.
What's the difference between a tax return and a tax refund?
Two commonly confused terms, explained plainly.
Why Partnerships are the G.O.A.T.
The case for partnership flexibility over S Corp status.
When is it beneficial to elect S Corporation status?
When the payroll tax savings outweigh the added complexity.
Will extending my tax return raise red flags with the IRS?
What an extension actually does — and the one thing it doesn't.
What is the home office deduction?
Who qualifies, and the two ways to calculate it.
What are the marks of a good tax preparer?
What to look for — and what to run from.
S Corp vs. Sole Prop Savings Calculator
Model the real advantage of an S corp election for your numbers.
Beneficial Owner Information Reporting
What is BOI Reporting, and do I need to file a report?
The Corporate Transparency Act's reporting requirement, and its current status.
Interesting books about taxes
Rebellion, Rascals, and Revenue
Michael Keen & Joel Slemrod
How taxes shape the world we live in.
Showdown at Gucci Gulch
Alan Murray & Jeffrey Birnbaum
The story of the Tax Reform Act of 1986.
The Sinews of Power
John Brewer
British tax collection, 1688–1783.