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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 7, 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


Strategies for Small Businesses When It’s Time to Pivot
Are you a small business owner facing challenges or exploring new opportunities?
Danielle Davis
Mar 14, 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


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


Maximize Your Tax Savings: Write Off Your Tax Prep & Bookkeeping Fees
As a small business owner, every dollar counts when it comes to reducing your tax liability and keeping more of your hard-earned money.
Danielle Davis
Feb 20, 20252 min read


Taxes, Retirement, and Generational Wealth: How They Work Together to Secure Your Future
When it comes to financial success, taxes, retirement, and generational wealth are all interconnected.
Danielle Davis
Feb 7, 20253 min read


How to Find the Right Tax Professional: Tips for Choosing the Best Expert
Choosing the right tax professional can save you thousands in taxes and headaches.
Danielle Davis
Feb 6, 20252 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


Stay proactive on meeting the tax filing deadline.
As you navigate this year's tax season, take note of any lessons learned & areas for improvement. Develop a plan for next year.
Danielle Davis
Mar 20, 20242 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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