Guide
S-Corp vs LLC: When the Election Pays Off
A break-even model showing when the S-Corp election actually saves money — and when it costs more than it saves.
Resources
Plain-English guides, checklists, and deadlines.
Nine practical resources written by our Enrolled Agent for owners who want to actually understand their numbers — not just hand them over.
Checklist
Year-End Bookkeeping Cleanup Checklist
The exact list we use to close client books before tax season — reconciliations, accruals, owner draws, and more.
Calendar
2026 Tax & Compliance Deadline Calendar
Federal filing and payment deadlines for individuals, businesses, and payroll — printable and email-ready.
Guide
What to Do When You Get an IRS Notice
A step-by-step guide to reading, verifying, and responding to CP2000s, CP12s, and audit letters — without panicking.
Guide
The Owner's Guide to a Clean QuickBooks File
Chart of accounts, owner equity, bank-feed hygiene, and the reconciliations most owners miss.
Checklist
Small Business Tax Checklist
Everything our EA needs to prepare your return — organized by category. Gather what applies to you.
Guide
Home Office & Vehicle Deduction Guide
How to claim the two most-audited small-business deductions correctly — simplified vs actual expense, and the common mistakes.
Checklist
New Business Setup Checklist
Entity, EIN, state & local registrations, banking, and bookkeeping — the order to do things in your first 90 days.
Guide
Retirement Plan Options for Small Business Owners
SEP-IRA, SIMPLE-IRA, and Solo 401(k) compared — contribution limits, deadlines, and which fits your income.