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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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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 293 min read
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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 143 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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Smart Ways to Use Your Tax Refund
Your tax refund can be a powerful financial tool if used wisely.
Danielle Davis
Feb 243 min read
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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 202 min read
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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 73 min read
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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 62 min read
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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 63 min read
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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
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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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