Your tax return contains your SSN, bank account numbers, and employer data. Does your preparer have a Written Information Security Plan? Here's what to ask — and what answers to expect.
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Small Business · April 2026
Ross McVey · 5 min read
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What Is "Reasonable Compensation" for an S-Corp Owner — and Why the IRS Cares
One of the most common S-Corp mistakes is setting your salary too low to minimize payroll taxes. Here's what the IRS looks for, how to document your compensation, and how to set a number that protects you in an examination.
Ross McVey · 5 min read
Security & Tax
Why Your Tax Preparer's Security Practices Matter as Much as Their Tax Knowledge
Self-Employed
Quarterly Estimated Taxes: Calculate It, Pay It, Avoid the Penalty
The "pay as you go" tax system catches many freelancers and new business owners off guard. This guide breaks down the math, the safe harbor rules, and the four deadlines you can't miss.
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Crypto Taxes
2025 Crypto Tax Rule Change: You Must Now Track Gains Per Wallet
Starting January 1, 2025, the IRS requires you to track cryptocurrency gains and losses separately for each wallet or exchange. Here's what that means for your records and your tax return.
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⚠️ Deadline Alert
April 15 Is Coming: What You Need to Do Right Now
The individual tax filing deadline is April 15. If you haven't filed yet — or haven't contacted your preparer — here's exactly what to do in the next few days to avoid penalties.
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Small Business
The 5 QuickBooks Mistakes That Will Cost You at Tax Time
Miscategorized transactions, unreconciled accounts, and missing depreciation entries are the top reasons small business owners pay more in taxes than they should. Here's how to spot and fix them.
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Tax Tips
Home Office Deduction: The Regular & Exclusive Use Test Explained
The home office deduction is one of the most misunderstood — and most audited — deductions for self-employed individuals. Here's what qualifies, how to calculate it, and how to document it properly.
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