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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


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


Why Tax Preparation Fees and Bookkeeping Fees Are Separate for Small Business Owners
When working with a tax professional, you may notice that tax preparation fees and bookkeeping fees are billed separately.
Danielle Davis
Feb 13, 20253 min read


Understanding the IRS Tie-Breaker Rules for Dependents
When it comes to claiming dependents on a tax return, multiple people sometimes qualify to claim the same child.
Danielle Davis
Feb 11, 20253 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 QuickBooks Can Help You Prepare Your Finances for the Upcoming Tax Season
QuickBooks is one of the most popular accounting tools for small and medium-sized businesses
Danielle Davis
Oct 31, 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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