Resources

Tax and business finance, in plain English.

Short, practical articles for the questions clients ask most. No jargon, no fluff — just what's useful.

Tax Planning·March 2026

Q2 estimated taxes: a five-minute sanity check

A quick framework for deciding whether to adjust your June 15 payment — or leave it alone.

Coming soon
Business·February 2026

Reasonable compensation for S-corp owners, explained

How the IRS thinks about owner salary, what documentation actually matters, and where most owners get it wrong.

Coming soon
Individual·January 2026

What to gather before your tax appointment

A simple checklist that turns a stressful week into a 20-minute conversation.

Coming soon
Equity Comp·December 2025

RSUs vested in December? Don't forget about January.

Why year-end vesting can quietly create an underpayment penalty — and three ways to avoid it.

Coming soon
Business·November 2025

Accountable plans: the overlooked deduction for owner-operators

A short overview of how reimbursement plans turn personal expenses into clean business deductions.

Coming soon
Tax Planning·October 2025

Year-end tax moves worth making (and a few that aren't)

Six strategies that actually move the needle, ranked by effort vs. payoff.

Coming soon

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