Free resources to help you make informed financial decisions and stay organized throughout the year.
Key deadlines to keep in mind throughout the year. Missing these dates can result in penalties and interest.
Need help meeting a deadline? Contact us early to ensure timely filing.
A comprehensive guide to maximizing your business deductions legally and effectively.
Essential steps to ensure you're on track for a comfortable retirement.
How to set up QuickBooks correctly for clean books and easy tax preparation.
Understanding Hawaii's General Excise Tax and how to stay compliant.
Proactive moves to make before December 31st to reduce your tax burden.
LLC vs S-Corp vs C-Corp: Which structure is right for your business?
Check if you're having the right amount withheld from your paycheck
Use CalculatorSee if you're on track for your retirement goals
Use CalculatorEstimate your self-employment tax liability
Use CalculatorCalculate your potential home office deduction
Use CalculatorIndividual tax returns are due April 15th, but we recommend filing as early as possible once you have all your documents. If you need more time, we can file an extension, giving you until October 15th to file (though any taxes owed are still due April 15th).
Generally, if your business profits exceed $40,000-$50,000 annually, you may benefit from S-Corp election due to self-employment tax savings. However, this depends on many factors including your state, other income, and business structure. We recommend a consultation to analyze your specific situation.
Keep all receipts, invoices, bank statements, and financial records for at least 7 years. For employees, keep payroll records indefinitely. We recommend using cloud-based accounting software like QuickBooks to maintain organized digital records.
If you expect to owe $1,000 or more in taxes when you file your return, you generally need to make quarterly estimated payments. This applies to self-employed individuals, business owners, and those with significant investment income.
A CPA (Certified Public Accountant) has passed a rigorous exam, met education and experience requirements, and maintains ongoing education. CPAs can represent you before the IRS, sign audited financial statements, and are held to high ethical standards. Not all accountants are CPAs.
Common strategies include maximizing retirement contributions, timing income and deductions, proper business structure, taking advantage of all eligible credits and deductions, and year-round tax planning rather than just at filing time. We create customized strategies based on your situation.
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