It’s January—What Tax Moves Are Still Available

January tax planning checklist: what’s still available after year-end

January is an interesting time of year for taxes. It is the start of a new tax year, W-2s and 1099s are starting to appear, and many taxpayers feel a sense of urgency—“Is it too late to do anything?” There is often confusion about what tax decisions are already past us and where there may […]

Why Every Nonprofit Needs a Professional Accountant — Not Just a Clerk with QuickBooks

A strong accounting foundation helps nonprofits stay compliant, transparent, and audit-ready — far beyond what basic bookkeeping can offer.

In nonprofit work, every dollar has a purpose — and every financial decision has an impact. Yet many nonprofits unintentionally undermine their mission by relying on untrained bookkeepers, clerks, or volunteers to manage their accounting. As auditors, we see this frequently, and not because nonprofits lack dedication. It’s because many organizations underestimate how specialized nonprofit […]

One Big Beautiful Bill Act: What You Need to Know and Plan For Now

OBBBA-optimizing your tax situation

The comprehensive tax legislation signed on July 4th brings major changes affecting your 2025 taxes and beyond. From permanent lower tax rates and enhanced standard deductions to new credits for families and special deductions for seniors, these provisions create significant planning opportunities—but only if you act now.