Blog
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.
Shredding the Paper Trail: How We Made Client Appreciation Day #LessTaxing
Great client relationships aren't built only during tax season. Today, our team hosted a Client Appreciation Shred Day, giving local clients a safe, convenient way to dispose of sensitive documents while enjoying a Kona Ice and catching up with our team. By the end of...
Client Newsletter
Your spring graduate may qualify for a tax credit worth up to $2,500 — and most families don’t realize it. This issue covers what you need to know about the American Opportunity Tax Credit, plus how to spot an IRS scam before it costs you.
Don’t Let Your Spring Graduate Leave Money on the Table
If your student walked across a graduation stage this spring, there's a valuable education tax credit we want you to know about. The American Opportunity Tax Credit (AOTC) can be worth up to $2,500, and graduating seniors often qualify in their final year of school....
If You Earn Tips, Your 2025 Tax Return May Have Looked Different This Year. Here’s Why
The “No Tax on Tips” provision of the One Big Beautiful Bill Act let eligible workers deduct up to $25,000 in qualified tip income from their 2025 federal return, and with the IRS now issuing its final regulations, the rules are finally clear. But qualifying isn’t automatic, and there are some details that could catch you off guard. Here’s what you need to know.
Happy National 529 Day!
May 29 is National 529 Day, and for Ohio families, it is a great time to revisit a very tax-efficient ways to save for a child’s (or grandchild’s) education. Recent legislation has expanded what these accounts can do, from doubling K-12 distribution limits to allowing unused funds to roll into a Roth IRA, making 529 plans more versatile than ever.









