Small business tax
& accounting field notes.
Plain-English insights on tax strategy, bookkeeping, and financial planning, updated for 2026 and the Big Beautiful Bill.
Latest Articles
Tax strategies, bookkeeping tips, and financial insights for 2025/2026.
Cash Balance Plan vs Solo 401k: When High Earners Need More
High-income business owners who max out a Solo 401k may still be leaving six figures in tax savings on the table. Here is when a cash balance plan makes sense.
Dental Practice Accounting: Receivables, Fees, Pay
Dental practice bookkeeping has three moving parts most CPAs miss: insurance receivables, lab fees, and associate compensation. Here's how to get all three right.
Amazon FBA Reimbursement Accounting: Where Credits Belong
Amazon FBA reimbursement accounting confuses most sellers. Learn how to record lost inventory credits correctly and avoid IRS and tax prep headaches.
Commercial Lease Tax Treatment: What to Deduct Now vs Later
Signing a commercial lease triggers a maze of tax rules. Learn which lease costs you deduct immediately and which you must amortize over years.
Self Rental Rules: Renting Your Building to Your Business
Thinking about renting your building to your own business? Learn the self rental rules that can turn passive income into a tax trap if you miss them.
Inventory Write Off Deadline: Deduct Damaged Stock by Dec 31
Learn how a proper inventory write off before December 31 can cut your 2026 tax bill. South Florida business owners: here's how to document obsolete and damaged stock correctly.
Negative Owners Equity: How to Fix It Before Books Close
A negative owners equity balance can trigger IRS scrutiny and bad loan decisions. Here is how South Florida business owners clean it up before year end.
Cell Phone Tax Deduction for Business: Splitting Personal Use
Learn how to calculate your cell phone tax deduction business owners can legally claim, plus the IRS rules for splitting phone and internet costs.
Mileage Log Rules: What Holds Up If the IRS Asks
Most mileage deductions collapse under audit because the mileage log requirements were never met. Here's exactly what the IRS accepts as proof.
Switch Payroll Providers January 1: The Clean Break Checklist
Planning to change payroll provider for 2027? Follow this clean break checklist to avoid W-2 errors, tax filing gaps, and employee paycheck disruptions.
Weekly Tax Tips
Get one useful tax idea in your inbox each week.