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Top 5 Ways to Spot Bad Tax Advice on Social Media
Bad tax tips don’t just waste your time — they can cost you real money and trigger penalties. Here’s a practical, common-sense guide to help you separate solid guidance from risky posts before you act on anything you see online.
Jeremy Springer
2 days ago4 min read
Stop Refreshing: When Your Tax Refund Really Lands
If you’re watching for a federal refund, you’re not alone — “Where’s My Refund?” (WMR) and “Where’s My Amended Return?” (WMAR) are perennial top lookups. Here’s our guide to what those tools show, how long typical refunds take, why certain refunds (like EITC/ACTC) are held until mid-February, and how to act if things stall.
Jeremy Springer
7 days ago3 min read
Small Business Benefit Trends: 2026 Edition
For small employers, you don’t need a Fortune-500 budget to offer Fortune-level value. We've done the research to help you get and retain employees with your benefits program in 2026.
Jeremy Springer
Mar 25 min read
The Engine Room of Your Business: Bookkeepers & Tax Pros
Many people assume “real” financial work starts and ends with a CPA. In everyday business, the opposite is usually true: your bookkeeper, accountant, and tax preparer do the heavy lifting that keeps cash moving, payroll on time, and tax season calm. These roles stand on their own—not as substitutes for CPAs, but as the core team that makes your numbers reliable long before any specialized engagement ever appears.
Jeremy Springer
Feb 244 min read
The 50 Accounting & Tax Terms Every Taxpayer Should Know
Whether you file a simple return or run a growing business, a shared vocabulary makes taxes and money decisions faster, clearer, and less stressful. Below is a quick-read glossary—plain English, no fluff—covering both personal and small-business concepts you’ll see on returns, in bookkeeping, and in everyday decisions.
Jeremy Springer
Feb 233 min read
Why Employee Timekeeping Matters (and It’s Not About the Software)
Accurate timekeeping is often treated as a technical chore—another app to roll out or a setting to tweak. But at its core, timekeeping is a people process. It protects workers, keeps paychecks correct, and gives managers a reliable picture of staffing needs.
Jeremy Springer
Feb 164 min read
Sweet Tax Tips for Valentine's Day
Here are 14 tax tips to help you have the sweetest tax return possible.
Jeremy Springer
Feb 143 min read
5 Tips for a Practically Perfect Payroll Process
Getting payroll right isn’t flashy—but it is foundational. Reliable, compliant payroll protects cash flow, keeps employees’ trust, and reduces audit risk. Here are five practical improvements—rooted in current guidance from labor, tax, and payroll authorities—that you can implement with minimal technology and no jargon-required.
Jeremy Springer
Feb 93 min read
IRS Issues Fact Sheet on Electronic Refunds and Payments
The IRS has issued a Fact Sheet that provides answers to frequently asked questions
(FAQs) about the implementation of Executive Order 14247, Modernizing Payments To and From America’s Bank Account.
Jeremy Springer
Feb 711 min read
Top 5 Accounting Tips for Nonprofits
Nonprofits are mission first—but mission needs money to move. Strong accounting gives your board, staff, and donors the confidence that every dollar is used as intended. Below are five field-tested tips to help your organization tighten controls, tell a clearer financial story, and spend more time on impact—not paperwork.
Jeremy Springer
Feb 35 min read
Stay Safe: 5 Practical Security Tips for Adults 60+
Older adults are targeted relentlessly—by phone, text, email, and even postal mail—because scammers know retirements and nest eggs are worth chasing. The good news: you don’t need fancy tools to be hard to scam.
Jeremy Springer
Jan 264 min read
2026 IRS Mileage Rates
The IRS has released the 2026 standard mileage rates for taxpayers to use in computing the deductible costs of operating an automobile for business, charitable, medical, or moving expense purposes. The following chart reflects the new 2026 standard mileage rates compared to the past few years' standard mileage rates. all rates are per mile 2026 2025 2024 2023 Business Rate* 72.5¢ 70.0¢ 67.0¢ 65.5¢ Medical/Moving Rate** 20.5¢ 21.0¢ 21.0¢ 22.0¢ Charitable Rate 14.0¢ 14.0¢ 14.0¢
Jeremy Springer
Jan 152 min read
5 Tips to Feel Tax Return Ready
When it’s time to file, most people don’t lack software—they lack a plan. Feeling prepared isn’t about having the flashiest tools; it’s about doing the quiet, real-world work that makes filing smooth and low-stress. Here are five human-first tips to help you walk into tax season confident and organized, followed by one tech bonus that actually earns its keep.
Jeremy Springer
Jan 124 min read
5 Accounting Essentials for Small Municipalities
Small towns (≤5,000 citizens or less) run on trust. With lean staff, tight budgets, and neighbors holding you accountable, the way you handle money is as important as the services you provide. The good news: you don’t need a big-city finance department to get the fundamentals right.
Jeremy Springer
Jan 125 min read
5 Tips to Make Your A/P Sparkle
Here’s a pragmatic playbook for tightening your accounts payable (AP) operations—designed for finance leaders who want stronger controls, cleaner processes, and fewer surprises. The emphasis is on proven internal-control mechanics, not flashy tech.
Jeremy Springer
Jan 54 min read
Small Business Trends for 2026
Small businesses are heading into 2026 with a mix of opportunity and pressure: consumers remain value-driven, compliance is shifting at the federal and state levels, and “do-more-with-less” operating models are hardening into the norm. We've got our insights and some helpful info — light on hype, heavy on what to watch, and what to do next.
Jeremy Springer
Dec 30, 20255 min read
THE Tax Question: Standard or Itemize
Do you think that you need to track all of your expenses each year so your tax preparer can help you itemize your deductible costs in your tax personal tax return? Has your trusted tax preparer every said: "You're taking the standard deduction this year as it helped you more." In this helpful info article, we're talk the difference between standard deduction and itemized deduction for your personal tax return (Form 1040).
Jeremy Springer
Dec 29, 20254 min read
Reverse Mortgages?!
We are going to talk about the UNO™ reverse card funding option that not many folks know much about - reverse mortgages. We'll cover how you can use them, laws that cover them, and then give several real-world examples to make some of the jargon and legalese make a bit more sense.
Jeremy Springer
Nov 24, 20255 min read
What Is Gift Tax?
With the holidays quickly approaching, we wanted to share some helpful info on what tax preparer and accountants mean when they say "gift tax." It's not a tax you have to pay every time you buy or give a gift. It is a tax on financial gifts.
Jeremy Springer
Nov 19, 20255 min read
Social Media: Not a Tax Professional 2.0
A little over one year after our initial Helpful Info article on the pitfalls of using tax advise from social media, we continue to get tons of questions on "tax topics" that people see on popular social media platforms. We figured an updated article on the topic couldn't help. Just in case you didn't see our last article (or TL:DR), here's the quick version of that article -- don't take tax advise from social media...period.
Jeremy Springer
Nov 12, 20253 min read
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