Tax Planning

A soft watercolor illustration of a desk with a spiral calendar with one date circled, a sprig of holly, a cup of coffee, a teal notebook, a stack of envelopes with a pen, and a potted plant, in muted teal and warm neutral tones, representing year-end tax deadlines and paperwork.

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.

Tax Planning

Gloria

2 days ago2 min read

A soft watercolor illustration of a desk with a laptop, a desk calendar, a potted plant, and a stack of papers with a pen, in muted teal and warm neutral tones, for yearend tax planning..

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.

Tax Planning

Gloria

Nov 43 min read

Watercolor illustration of a teal filing cabinet with folders labeled “Taxes,” surrounded by a simple checklist of tax document categories for organizing financial records.

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).

Tax

Gloria

Dec 9, 20252 min read

A soft watercolor illustration showing tax documents, a December calendar, a calculator labeled 2025, and financial items arranged on a clean, light background.

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.

Tax

Gloria

Nov 25, 20252 min read