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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 73 min read
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Why the Type of Business Structure You Choose Matters
The business structure you select impacts things like your taxes and liability.
Danielle Davis
Mar 63 min read
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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 283 min read
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How Having a W-2 Job and a Small Business Can Benefit Your Tax Return
Many people assume that having both a traditional W-2 job and a small business complicates taxes, but it can help minimize your tax liabilty
Danielle Davis
Feb 194 min read
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Understanding the Differences Between a HSA and a FSA
If you have a high-deductible health plan and want long-term savings potential, an HSA offers unmatched flexibility and growth opportunities
Danielle Davis
Dec 27, 20242 min read
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The Benefits of a Health Savings Account (HSA)
A Health Savings Account (HSA) is a financial tool that combines health and wealth benefits.
Danielle Davis
Nov 24, 20243 min read
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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
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