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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


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


Why Tax Planning Should Start Before Tax Season
When most people think about taxes, they think about January through April. But the truth is, by the time tax season arrives, many of the biggest opportunities to reduce your tax bill have already passed. At TaxCity Advisors, we believe tax planning should be proactive, not reactive. Tax preparation is about reporting what already happened. Tax planning is about strategically preparing before the year ends so you can potentially save money, reduce surprises, and make smarter
Danielle Davis
May 241 min read


Lessons from Tax Season 2025: What I’ve Learned as a Tax Advisor
One thing became crystal clear this season: too many people are leaving money on the table simply because they are not prepared.
Danielle Davis
Apr 7, 20253 min read


Why Small Law Firms, Attorneys, and Business Owners Benefit from Hiring a Freelance Paralegal Certified in Bookkeeping and Taxes
Here’s why hiring someone with this versatile skillset is a smart move
Danielle Davis
Apr 6, 20253 min read


Bitcoin & Taxes: What You Need to Know as We Head Into the Future
Bitcoin isn't just a buzzword anymore—it's part of a financial revolution.
Danielle Davis
Mar 29, 20253 min read


How QuickBooks Can Simplify Tax Season and Prepare Your Business for the Future
With QuickBooks, you’ll avoid extra charges because your books are already up-to-date.
Danielle Davis
Mar 26, 20252 min read


Why the Type of Business Structure You Choose Matters
The business structure you select impacts things like your taxes and liability.
Danielle Davis
Mar 6, 20253 min read


How Businesses Can Use Accounts Receivable as Leverage for Business Loans
For many businesses, cash flow is the lifeblood of operations. But what happens when revenue is tied up in unpaid invoices?
Danielle Davis
Mar 2, 20253 min read


Understanding the 1031 Exchange: A Powerful Tool to Defer Capital Gains Taxes
Learn how to defer capital gain taxes on the sale of your investment property.
Danielle Davis
Feb 28, 20253 min read


Smart Ways to Use Your Tax Refund
Your tax refund can be a powerful financial tool if used wisely.
Danielle Davis
Feb 24, 20253 min read


How to Avoid a Huge Tax Bill if You Make $100K+
Making six figures is a great financial milestone, but it can come with an unwelcome surprise—a hefty tax bill.
Danielle Davis
Feb 6, 20253 min read


Maximizing Tax Deductions: Strategies for Individuals and Businesses
In this blog post, we will discuss some strategies that individuals and businesses can use to maximize their tax deductions.
Danielle Davis
Mar 16, 20242 min read


Navigating Tax Regulations: Expert Advice for Small Businesses
With the right guidance and support, you can ensure that your business stays compliant and optimized for financial success.
Danielle Davis
Mar 16, 20242 min read
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