Getting Ready for 1099s: Collect W-9s Now, Not in January
The 1099-NEC threshold is $2,000 for 2026 payments, and the 2027 deadline is February 1. Collect W-9s from your contractors now so January isn’t a scramble.
What to Bring to Your Year-End Tax Planning Meeting
A year-end tax planning meeting is only as useful as the information you bring to it. Here is the checklist I give business owners so we can make real decisions while there is still time in the year.
How Messy Bookkeeping Can Affect Your Taxes
Messy bookkeeping does more than create stress during tax season. It can lead to missed deductions, inaccurate reporting, and higher taxes. Here is how disorganized books can impact your business and what to watch for.