ARTICLES & INSIGHTS
Tax and accounting insights
Articles on taxes, business records, filing requirements, planning, etc. for individuals and small businesses.
GOOD TO KNOW
Topics you’ll find here
Browse by topic, from organizing records and reviewing IRS notices to considering a business structure.
Topics include:
- Individual Tax
- Small Business
- Tax Planning
- Recordkeeping
- IRS Notices
FEATURED ARTICLE
Year-end tax planning
Review your records and upcoming changes before the year ends
Tax Planning
5 year-end tax considerations for small businesses
Records, estimated payments, major purchases, retirement contributions, and business changes to review before year-end
Small business 6 min read
ARTICLE LIBRARY
Browse the articles
IRS correspondence
What can lead to an IRS audit?
Common factors that may draw scrutiny and records that can help support your return
ALL CLIENTS · 5 min
ESTIMATED PAYMENTS
Quarterly taxes for the self-employed
An overview of estimated payments, income tracking, and the information used to review your tax obligations
Self-employed · 6 min
RECORDKEEPING
Records to keep for tax preparation
Documents to gather for reporting income, deductions, credits, assets, and business activity
All clients · 7 min
TAX PLANNING
When to consider tax planning
Tax questions to consider when changing jobs, selling property, starting a business, or retiring
IndividualS · 5 min
BUSINESS FORMATION
Choosing a business entity
Tax, legal, operational, and administrative factors to consider when comparing business structures
business OWNERS · 5 min
FILING READINESS
What to check before filing
Names, identification numbers, reporting forms, elections, and carryforward information to review before submitting a return
ALL FILERS · 5 min
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About these articles
These articles provide general information. How it applies depends on your circumstances.
General information only
Articles do not create a client relationship or professional engagement.
No promised outcomes
Tax savings, agency decisions, and other results are not guaranteed.
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