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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


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 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


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


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 19, 20254 min read


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


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


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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