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I Use AI. AI Don’t Use Me.
AI should make your business more efficient, not take control of it. There’s a difference between using AI to create systems & visibility and giving AI the authority to make business decisions for you.
Danielle Davis
3 days ago2 min read


My Son Has Been an Investor Since He Was 18 Months Old — Start Teaching Money Early
My son has had an investment account since he was about 18 months old. Years later, conversations about custodial accounts, Trump Accounts, and investing for children are becoming more mainstream, but in our household, starting early has always been the plan.
Danielle Davis
5 days ago3 min read


I Owe the IRS, So I'm Just Not Going to File
Owing the IRS doesn't mean you should stop filing tax returns. Learn how one skipped return can turn into years of penalties, interest and a much larger financial problem; and why filing first gives you more options for dealing with the debt.
Danielle Davis
Sep 242 min read


No Kids Doesn't Mean No Tax Refund: You Could Be Leaving Money on the Table
No kids doesn't automatically mean no tax refund. Your withholding, income, filing status, credits and other circumstances all affect your tax return. Before assuming you won't get anything back, run your own numbers.
Danielle Davis
Sep 242 min read


Those Unfiled Tax Returns Are Heavier Than You Think
Unfiled tax returns don't disappear just because you put them off. Learn why getting caught up matters, especially if you're considering bankruptcy, and how TaxCity Advisors can help you create a path back to tax compliance.
Danielle Davis
Sep 232 min read


Did You Pay Contractors in 2026? Your 1099-NEC Deadline Is February 1, 2027
The 1099-NEC reporting threshold increased for 2026. Learn who must file, the February 1, 2027 deadline, and what businesses should do to prepare.
Danielle Davis
Sep 143 min read


Can Tax Debt Be Discharged in Bankruptcy? What You Need to Know About Back Taxes
Can back taxes be written off in bankruptcy? Some tax debts may qualify for discharge, while others may not. Learn how tax filing dates, unfiled returns, and bankruptcy tax compliance can affect your case.
Danielle Davis
Sep 35 min read


Why Right Now Is the Best Time to Sign Up for QuickBooks Online
QuickBooks Online's current promotion offers 90% off for your first 3 months, but the offer ends August 31.
Danielle Davis
Aug 272 min read


If You're Not Running the Numbers... Are You Really Running a Business?
Think you're running a successful business? If you don't know your numbers, you're guessing. Learn why bookkeeping is the foundation of every profitable business.
Danielle Davis
Jul 302 min read


Build the Business Before You Build the Team
Before hiring employees or contractors, build the systems your business needs to scale. Learn why strong processes lead to stronger teams.
Danielle Davis
Jul 302 min read


Scaling Your Business Without Systems? Here's Why Growth Can Create Chaos
As your business grows, so do its challenges. Learn why hiring more people won't fix a disorganized business and how building strong systems creates a scalable foundation for long-term success.
Danielle Davis
Jul 283 min read


Filing Bankruptcy? Make Sure Your Tax Returns Are Ready | Bankruptcy Tax Compliance
If you have not filed required tax returns, your bankruptcy attorney may recommend getting those returns completed before moving forward or as part of the bankruptcy process.
Danielle Davis
Jul 192 min read


3 Ways QuickBooks Helps Small Businesses Stay Organized and Profitable This Summer
Summer can be one of the busiest or most unpredictable times of the year for small business owners. Whether you're managing seasonal sales, taking family vacations, hiring temporary staff, or simply trying to enjoy the warmer months, staying on top of your finances is essential. The good news? QuickBooks can help you stay organized while giving you the financial visibility needed to keep your business profitable all summer long. 1. Track Income and Expenses in Real Time Summe
Danielle Davis
Jun 162 min read


Your Greatest Inheritance Isn't Always Money
History is filled with stories of families who built wealth over a lifetime only to watch it disappear within a generation or two.
Danielle Davis
Jun 152 min read


How to Save Your Great Uncle From Uncle Sam: Tax Planning Tips for Retirees
One of the biggest misconceptions about retirement is that taxes simply go away.
Danielle Davis
Jun 152 min read


I'm Retired and Collecting Social Security. Do I Still Have to Pay Self-Employment Tax?
"I'm collecting Social Security now. Do I still have to pay self-employment tax on my business income?"
Danielle Davis
Jun 132 min read


When Should a Self-Employed Person Elect S-Corporation Status?
The primary advantage is reducing self-employment taxes.
Danielle Davis
Jun 134 min read


When Tax, Finance, and Legal Matters Intersect: Why Collaboration Matters
Legal matters frequently involve financial documentation.
Danielle Davis
Jun 122 min read


💰 How Entrepreneurs Can Legally Lower Their Taxes This Upcoming Tax Season
As an entrepreneur, tax season can either be an opportunity or a headache. The truth is, most business owners overpay in taxes simply because they didn’t plan ahead. The key is knowing how to structure your finances, take advantage of deductions, and implement year-round tax strategies, not waiting until filing season to scramble for last-minute write-offs. Here’s a practical guide to help you avoid unnecessary taxes this coming season: 1️⃣ Start with Year-Round Bookkeeping T
Danielle Davis
May 283 min read


Why Bookkeeping Matters for Small Businesses: It’s More Than Just “Keeping Records”
Running a small business means wearing a lot of hats. One minute you’re serving customers, the next you’re answering emails, paying vendors, or trying to figure out where all the money went at the end of the month. One of the biggest mistakes small business owners make is waiting until tax season to get organized. The truth is: bookkeeping is not just about taxes. It’s about protecting your business, proving your income, tracking your expenses, and building a financially heal
Danielle Davis
May 283 min read
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