FIELD NOTES · TAX & BOOKKEEPING

    Small business tax
    & accounting field notes.

    Plain-English insights on tax strategy, bookkeeping, and financial planning, updated for 2026 and the Big Beautiful Bill.

    Frequency
    Weekly
    Topics
    7 tracks
    Updated
    2026

    Latest Articles

    Tax strategies, bookkeeping tips, and financial insights for 2025/2026.

    Entity Structure

    Second Business Under Same LLC or New Entity? 2026 Guide

    Deciding whether to run a second business under the same LLC or form a new entity? Compare DBA vs new LLC costs, liability, and tax outcomes for 2026.

    August 202612 min read
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    Tax Strategy

    Disaster Loss Deduction Guide for Florida Businesses 2026

    How South Florida businesses claim a disaster loss deduction after a hurricane, plus IRS disaster extensions, casualty loss math, and documentation rules for 2026.

    August 202614 min read
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    Tax Planning

    October 15 Deadline: What Happens If You Miss It

    The October 15 deadline is the final tax extension deadline. Here is exactly what penalties and interest cost you if you file late, and how to fix it.

    August 202612 min read
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    Payroll

    Florida Minimum Wage Hits $15.00: Employer Payroll Checklist

    Florida minimum wage rises to $15.00 on September 30. Here is the payroll compliance checklist South Florida employers need to avoid costly wage violations.

    August 202613 min read
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    Tax Planning

    Solo 401(k) vs SEP IRA: Beat the December 31 Deadline

    Compare Solo 401(k) and SEP IRA plans before the December 31 deadline. See 2026 contribution limits, tax savings math, and setup steps for self-employed owners.

    August 202612 min read
    Read More
    Payroll

    Year-End Payroll Audit: Why W-2 Prep Starts in October

    W-2 preparation should begin in October, not January. Learn how a year-end payroll audit prevents costly IRS penalties, W-2c corrections, and January chaos.

    August 202613 min read
    Read More
    Bookkeeping

    W-9 Collection Before January: Your 1099 Season Countdown

    Master W-9 collection before January to avoid costly 1099 penalties. A step-by-step 1099 preparation guide for South Florida business owners facing the Jan. 31 deadline.

    August 202613 min read
    Read More
    Tax Planning

    September 15 Deadline: S-Corp & Partnership Filing Guide

    The September 15 deadline for S-Corps and partnerships carries penalties of $245 per partner per month. Here's how South Florida owners can file on time.

    August 202612 min read
    Read More
    Tax Planning

    Moving to Florida from a state with income tax, and the month that decides it.

    Florida has no state income tax. That does not mean your old state stops taxing you the day you arrive. Here is what actually ends the old obligation, and how to prove it.

    August 20268 min read
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    Real Estate

    You sold a house. When the gain is invisible and when it is not.

    Most people who sell a home owe nothing and never file a thing about it. Here is the rule that makes the gain disappear, and the four situations where it does not.

    August 20268 min read
    Read More

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