Blog
Articles and resources from the team.
Retirement planning · Aug 25, 2025
A comprehensive guide to retirement account options, their tax advantages, contribution limits, and choosing the right accounts for your situation.
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Tax planning · Jul 18, 2025
Tax-saving moves you can make before the year ends, from retirement contributions to charitable giving and business expense timing.
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Tax basics · Jun 22, 2025
Demystifying the federal income tax system, explaining marginal rates, and clearing up common misconceptions about moving into a higher bracket.
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Tax deductions · May 15, 2025
Everything you need to know about claiming the home office deduction, including eligibility, calculation methods, and documentation best practices.
Read moreTax filing · Jan 12, 2025
A practical checklist to gather documents, avoid delays, and file with confidence—plus what to do if you're missing forms.
Read moreSelf-employed · Feb 03, 2025
How to think about quarterly payments, set aside cash, and stay organized—without overcomplicating your workflow.
Read moreSmall business · Mar 10, 2025
Common expense categories, recordkeeping habits, and the documentation that makes tax time faster and cleaner.
Read moreBookkeeping · Apr 08, 2025
A repeatable month-end routine that reduces surprises, improves reporting, and keeps taxes predictable.
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