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.

The IRS has issued final regulations addressing several SECURE 2.0 Act provisions relating to catch-up contributions. (Catch-up contributions are additional contributions under a 401(k) or similar workplace retirement plan for employees age 50 or older.) In this Helpful Info article, we're going to explain the final regulation and how it impacts the average taxpayer.

Artificial intelligence is a fantastic assistant. It can draft checklists, surface IRS publications in a pinch, and even summarize complex topics. But when it comes to your taxes and the financial decisions behind them, AI is a tool — not a trusted advisor. For individuals and business owners, the difference matters.

We are seeing donor trends, management styles, and general opertions shift. Of course, shifts are nothing new in the world of fundraising and telling impactful stories. Taking what we see -- and don't' see -- we've got ten trends we see coming for 2026.

We all love a fun treat from time to time. Our team has put together a fun Halloween and accounting themed wordsearch for those of you who love puzzles! Click the button below to download a printable version. Legal Disclaimer: This post contains general information for taxpayers and should not be relied upon as the only source of authority. Taxpayers should seek professional tax advice for more information. This information was current at time of posting; we are not responsib

You've just started your company or maybe you are twenty years into business. One thing that is often overlooked as part of many business tax needs are corporate meeting minutes. Just like your local municipal government, your business is required by law to keep written records of decisions made during your yearly - yes, yearly - corporate meeting.

Signed into law on July 24, 2025, the Filing Relief for Natural Disasters Act authorizes the IRS to postpone federal tax deadlines for taxpayers affected by a qualified state-declared disaster, upon written request by the state governor. The new law also increases the automatic extension of federal tax deadlines for certain taxpayers.

Oklahoma cattlemen, ranchers, and farmers are all still experiencing the impacts of weather on their cattle herds. We've got helpful information for those who had to sell cattle due to the ongoing drought around the state.

tarting a new job can be exciting, but it can also be stressful. One of the documents you will likely see on your first day of work is IRS Form W-4, which tells your employer how much income tax to withhold from your paycheck. This Helpful Info post provides some basic information about what Form W-4 is, how to fill it out properly, and what is done with the information when the form is handed in to the employer.

The IRS has begun to furlough employees due to the ongoing federal government shutdown. Many services are paused or slower than normal. Here's how the IRS staffing is being adjusted and what services will most likely be impacted.

The Treasury Inspector General for Tax Administration recently did an audit to assess efforts to improve toll-free telephone access and reduce taxpayers’ wait times when calling the IRS for assistance. Here is what they found!

Congress signed the “One Big Beautiful Bill Act” into law on July 4, 2025. The law reshapes several business-tax rules that will show up in the 2025 filing season and beyond. Here’s a plain-English walkthrough for common business return types—what changed, why it matters, and what to consider before you file.

Many individual taxpayers have used the recent energy credits to help make improvements to their homes, vehicles, and more. With the passage of the One Big Beautiful Bill Act, those credits are now set to expire. Here is a helpful FAQ so you can maximize your home or vehicle energy efficiency before time runs out.

Have you heard of the Bank Secrecy Act? Do you know the acronym FBAR? If you have a bank or financial account out the US, you should!

If you use QuickBooks today, the current wave of updates is designed to do one thing: give you back time. The latest tools focus on automating routine tasks, tightening controls so the right people see the right data, and making day-to-day decisions faster. Here’s a plain-English tour of the improvements that will make the biggest difference in your business.

We know there are tons of questions on how the One Big Beautiful Bill Act (OBBBA) will impact your personal taxes. We have a few of the more impactful changes to personal tax law gathered for you here. We will also be writing other helpful info articles on more specific sections of the OBBBA as well as the impact to businesses.

We know lots of people are beginning to hear about the changes to tax law after the passage of the One Big Beautiful Bill Act (OBBBA). We have some helpful information on how the IRS will be interpreting which occupations are tipped and which aren't.

In 2026, employees will be able to save an additional $100 annually in their health savings account (HSA). For 2026, a high-deductible HSA must have an annual deductible of not less than $1,700 for self-only coverage; $3,400 for family coverage. The HSA must also meet the following limits. 2026 annual contribution limits: $4,400 for individual, self-only coverage; $8,750 for family coverage; and $1,000 catch-up contribution (age 55+). 2026 limits on out-of-pocket expenses: $8

As the IRS and state tax agencies continue to improve their abilities to test tax returns, we're starting to see a trend on testing the basis and their respective adjustments.

One of the newest forms for the 2025 tax year is the 1099-DA - Digital Assets Proceeds.