Resource Library

Your go-to resource for everything to know about hiring contractors, including:

→ Key differences between classifying an employee vs. a contractor
→ Steps for onboarding new contractors
→ How to handle contractor payments
→ When and how to issue a 1099... and so much more!

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Make the most of your business meals while staying compliant.  Includes:

→ What qualifies as a deductible business meal
→ Key IRS rules and documentation requirements
→ Tracking of meal expenses effectively
→ Common mistakes to avoid

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This guide outlined tasks designed to offer guidance to both business owners and individuals as they conclude the year. Adhering to recommendations included can help to significantly enhance your preparedness for discussions with your tax professional when the time comes.                                DOWNLOAD

Selecting the right business entity is an important decision for entrepreneurs and business owners.  Whether you're a startup founder, a small business owner, or an aspiring  entrepreneur, this guide equips you with the knowledge and strategies  to set the right foundation for your business.
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Want to be better prepared to discuss possible tax planning strategies with your tax preparer?  Here are 14 helpful tax planning related questions to help you prepare for your next meeting with your CPA or Tax Preparer. 
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Proactively monitor bookkeeping related tasks as a business owner during the year and know what's happening financially in your business!
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This guide can also help you to begin a conversation with your tax preparer on better understanding deductions available for your business and to plan for possible write-offs.

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As a business owner, understand rules related to 1099-NEC distribution and remaining compliant.

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Be in the know for important 2023 tax related dates and get organized for your tax preparer with our year end tax dates & tax organizer guide.

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Simple tips and information on business formation, initial steps needed to open a business bank account, selecting a payment processor and more!

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Understand expenses specifically related to the real estate industry to track and use to lower your taxable income.

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