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Year-End Tax Moves for Small Business Owners in 2026, Part 2
Part 2 of our small business year-end series covers the new $2,000 threshold for 1099s, how the 2026 charitable rules affect business owners, two payroll and estimated tax dates to circle, and why clean books come first.
Gloria
5 hours ago2 min read


Year-End Tax Moves for Small Business Owners in 2026, Part 1
The last few weeks of the year are your best opportunity to lower your 2026 tax bill.
Gloria
Nov 43 min read


Is Cash Still King?
Cash flow is still one of the strongest indicators of a business’s financial health.
Gloria
Dec 23, 20252 min read


How to Organize Your Financial Documents for Tax Season
A simple, consistent system for organizing your financial documents reduces stress and helps you take full advantage of the 2025 updates introduced in the One Big Beautiful Bill (OBBB).
Gloria
Dec 9, 20252 min read


Year-End Tax Moves for Individuals in 2025
The One, Big, Beautiful Bill Act (OBBBA) introduced several new deductions and adjustments that apply beginning with the 2025 tax year.
Gloria
Nov 25, 20252 min read


Cash Flow vs Profit: Why They Don’t Always Match
You’re turning a profit—at least, that’s what your profit & loss (P&L) statement says. But your bank account tells a different story. If you’ve ever scratched your head wondering where all your cash went, you’re not alone.
Gloria
Jun 30, 20252 min read


Navigating Cash Flow: Essential Tips
If you're a small business owner, managing cash flow can sometimes feel like steering a ship through changing tides—requiring attention,...
Gloria
Apr 8, 20253 min read


Last-Minute Tax Tips
The tax deadline is right around the corner—don’t let it sneak up on you. Here's what you should focus on now.
Gloria
Apr 1, 20252 min read


Owe Taxes? You've Got Payment Options
Owe taxes but can’t pay right now? Don’t panic. Learn practical IRS payment options and what steps to take to avoid penalties.
Gloria
Mar 26, 20253 min read


How to Check Your IRS Tax Refund Status
The fastest and easiest way to find out where your refund is through the IRS’s official tool: Where's My Refund?
Gloria
Mar 18, 20252 min read


Self-Employment Tax: Who Pays and How
Self-employment tax consists of Social Security and Medicare taxes. When you're self-employed, you're responsible for the entire amount.
Gloria
Mar 11, 20252 min read


Understanding Voluntary Payroll Deductions
Voluntary payroll deductions often provide financial security, health benefits, or long-term savings opportunities.
Gloria
Mar 4, 20253 min read


Understanding other Mandatory Payroll Deductions
While taxes are the most well-known payroll deductions, other mandatory deductions also impact your take-home pay.
Gloria
Feb 25, 20253 min read


Where Did My Paycheck Go? Understanding Payroll Deductions without the Jargon
Payroll deductions can be confusing, but they don’t have to be. Learn how federal, state, and FICA taxes impact your paycheck.
Gloria
Feb 18, 20253 min read


Understanding Required Minimum Distributions (RMDs) in 2025
RMDs are the minimum amounts that retirement account holders must withdraw annually once they reach a specific age.
Gloria
Feb 11, 20253 min read


Smart Recordkeeping: Strategies for Tax Records
Whether you’re self-employed, running a business, or working a traditional job, organized recordkeeping can save you a lot of headaches.
Gloria
Feb 4, 20253 min read


Guide to Reconciliations
A Small Business Owner’s Guide to Getting Reconciliations Right Reconciling your accounts is all about making sure your records match...
Gloria
Jan 28, 20252 min read


Small Business Accounting Tips
With a little organization, a few good habits, and the right tools, you can keep your accounting clean, simple, and stress-free.
Gloria
Jan 21, 20253 min read


Real-Time Financial Data Can Transform Your Business Decision-Making Process
In today’s fast-paced business world, having up-to-date financial information isn’t just a convenience—it’s a necessity. Real-time...
Gloria
Jan 14, 20252 min read


Navigating 1099s for Contractors
As the year ends, small business owners must gear up for tax season, and one critical task is sending out Form 1099-NEC to contractors.
Gloria
Jan 7, 20253 min read
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