Blog
A Simpler Way to Pay
Every year, we look for ways to make tax season a little #Less Taxing—for you and for us. This year, we're making a small but meaningful change to simplify the way you pay for our services. What's Changing We're moving to a new payment processor that is more...
State Tax Nexus In 2026: What Business Owners Need To Know About Unexpected Tax Obligations
If your business sells products online, has employees working remotely in other states, or ships goods through a fulfillment network, you may already owe taxes in states where you’ve never set foot—and most business owners don’t find out until someone comes looking. The rule that makes that possible is called nexus, and the threshold that triggers it could be lower than most people expect.
Why Homeowners Need to Track Improvements Before a Sale or Inheritance
Most homeowners tuck renovation receipts into a drawer and never think about them again. But those records can determine how much of your home sale profit is taxable years, or even decades, down the road. Here’s what you need to know before it’s too late to do anything about it.
Volunteering This Year? Here’s What You Can (and Can’t) Deduct
Giving your time to a cause you care about is its own reward, but it's worth knowing where the tax law does, and doesn't, give you credit for it. Here's a quick guide to the charitable deductions tied to volunteer work. The basics The value of your time isn't...
Client Newsletter
This issue of Insights & Updates has something for everyone: tips on what volunteers can actually deduct at tax time, a reminder about your secure client portal, a big congratulations to a valued team member, and a heads-up on Ohio’s Back-to-School Sales Tax Holiday coming up August 7-9. There’s a lot inside! Keep reading to make life a little #LessTaxing.
Hiring family members in your small business: tax advantages and mistakes to avoid
Hiring family members can create real tax advantages for small business owners, but the rules depend on entity type, relationship, age, reasonable compensation, and payroll compliance. Here’s what to know before putting relatives on payroll.
Your HSA Isn’t A Debit Card: Building A Tax Efficient Healthcare Reserve
Most people use their HSA like a medical debit card, but the account is capable of much more. With a rare triple tax advantage and flexible reimbursement rules, the HSA can serve as a powerful long-term healthcare reserve. Read on to learn how to make the most of it.
Newly Married This Year? The Tax Changes Couples Miss
Getting married triggers significant tax changes that catch many couples off guard, from a new filing status that takes effect the moment you say “I do,” to withholding gaps that can result in an unexpected tax bill in April. Beyond filing and withholding, newlyweds also need to address name and address updates, healthcare coverage decisions, HSA eligibility changes, and dependent-related credits before year-end. Tackling these adjustments proactively, rather than waiting until tax season, helps couples avoid penalties, protect their refunds, and start their financial life together on solid footing.
Ohio’s Back-to-School Sales Tax Holiday is August 7-9. Here’s What You Need to Know!
Ohio’s Sales Tax Holiday is August 7-9 — and if you’ve got kids heading back to school, it’s worth planning your shopping around it. Clothing, school supplies, and instructional materials all qualify for a tax exemption, but the rules might surprise you. Here’s what you need to know before you head to the store.