Field notes
from the tax code.
Strategy, warnings, and the occasional rant, written by people who actually file returns for a living.
Don't Mess With Payroll Taxes: A Guide to IRS Penalties
The IRS takes payroll taxes very seriously, and the penalties for mistakes are no joke. Here's what every business owner needs to know to avoid costly errors.
Sep 18, 2026 · 8 min read
So, You Think Your Tax Software Has Your Back?
Tax software fills in forms. An Enrolled Agent understands your entire financial picture and can represent you before the IRS. Here's why that difference matters.
Sep 17, 2026 · 6 min read
Hate Your Tax Prep Bill? It’s Time to Clean Up Your Bookkeeping.
Paying a tax pro to sort a year's worth of messy receipts? There's a better way. Here’s how solid bookkeeping habits lead to a smaller, less painful tax prep bill.
Sep 11, 2026 · 6 min read
Your Couch Cushions Aren't a Retirement Plan. Here Are Better Options.
Running a business is hard work. Saving for retirement shouldn't be. Let's cut through the jargon and find the right plan for you, from SEP IRAs to Solo 401(k)s.
Sep 9, 2026 · 8 min read
Haven't Filed Taxes in Years? Here's How to Get Current.
The good news: it's almost always better to voluntarily come forward than to wait for the IRS to find you. Here's the roadmap for getting back on track.
Sep 7, 2026 · 8 min read
Starting a Medical Practice? Let's Talk Entity Structure and Taxes.
Sole prop, S Corp, LLC... picking a business structure for your new medical practice isn't just paperwork. It's a critical tax decision. Here’s what you need to know.
Sep 4, 2026 · 8 min read
Are You Claiming the FICA Tip Credit? Your Restaurant Might Be Missing Out.
Your servers' tips could be a source of tax savings for your restaurant. Here's a plain-English guide to the FICA tip credit and how to claim it properly.
Sep 2, 2026 · 8 min read
Cash Flow Forecasting for Your Seasonal Business
Your seasonal business lives and dies by cash flow. Learn how to create a cash flow forecast to survive the offseason and manage taxes without the stress.
Aug 23, 2026 · 8 min read
Quarterly Estimated Taxes for NY & NJ Freelancers (2026)
A plain-English guide for NY and NJ freelancers on paying quarterly estimated taxes. Learn who pays, when, and how to avoid costly IRS and state penalties.
Aug 23, 2026 · 7 min read
Got an IRS CP2000 Notice? Here's What to Do Next
Received an IRS CP2000 notice? Don't panic. It's not a bill or an audit, but you must respond. Learn what a CP2000 is and what your next steps are.
Aug 19, 2026 · 7 min read
Lowering Next Year's Tax Bill Now
Use your 2025 return as a diagnostic tool: calibrate withholding, max out new 2026 retirement limits, and spring-clean your tax strategy before year-end.
Aug 18, 2026 · 14 min read
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