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.

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.

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.

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.

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.

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.

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.

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.

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

What is The Public Policy Doctrine? Why does that matter to my small business?

The United States Treasury has been ordered to cease issuing and accepting paper checks.

We are all taught to be prepared for a disaster. There are countless resources available to help you prepare for floods, earthquakes,...

Social Security benefits and Supplemental Security Income (SSI) payments for more than 72.5 million Americans will increase 2.5 percent in 2025, the Social Security Administration announced today. On average, Social Security retirement benefits will increase by about $50 per month starting in January. Over the last decade the COLA increase has averaged about 2.6 percent. The COLA was 3.2 percent in 2024. Nearly 68 million Social Security beneficiaries will see a 2.5 percent c

There have been some changes in how overtime exemption qualifications are meet for employees. The update is on the salary portion of the...

What is an accounting firm doing talking about estate planning? Knowing how wills works, who should have them, and understanding probate...

We all get excited for our first home! The day eventually comes when we have to sell our home (principal residence). There is always lots...

Whether you are opening up a show on your town's Main Street or you are jumping into the board room of a new startup, knowing what it takes

With so much information out there, we have a general overview of this new filing to help you understand the ins and outs of BOI.

Learn about the new FTC ruling that bans companies from using noncompete clauses and agreements with employees.

Here are some of the things we think you should know should you ever receive "that" letter in the mail.