Notes from the office — seasonal reminders and firm news. Newest posts appear first.
What Trump Accounts are, who they are generally for, and how a company may contribute toward employees’ children’s accounts — plus the income, deduction, and payroll questions to confirm with your bookkeeper or tax pro first.
Read more →Why many self-employed and pass-through owners pay estimated taxes monthly instead of only on a quarterly rhythm — and how up-to-date books make those estimates less of a surprise.
Read more →California’s elective pass-through entity (PTE) tax, in plain English: what it is, who it usually involves, and why S corp and partnership owners hear about it — plus where to confirm current FTB rules.
Read more →How to match payroll reports to your books each month: compare gross wages, employer taxes, and liabilities so mismatches do not pile up until year-end.
Read more →A plain monthly bookkeeping checklist for small businesses: reconcile accounts, categorize expenses, separate personal spending, and close the month without stress.
Read more →