Tax Resources & Guides

Practical tax guides and news for business owners and individuals. Explore company formation, e-commerce taxes, monthly bookkeeping, recent tax laws, IRS notices, and cross-border reporting.

Small Business / Tax Law & News

2026 Small-Business Tax Update: Deductions, Equipment & Reporting

Review bonus depreciation, Section 179, domestic research costs, QBI, and 1099-K reporting changes before making year-end decisions.

6 min readRead More
Small Business

Starting a Business: LLC, Corporation & First-Year Tax Checklist

Separate legal formation from tax elections. Plan your EIN, licenses, owner payments, payroll, startup costs, and first returns before opening for business.

6 min readRead More
Small Business

E-Commerce Taxes: Marketplace Sales, 1099-K & Bookkeeping

Selling on Amazon, Shopify, or Etsy? Reconcile payouts, refunds, fees, and inventory, then review sales tax nexus and Washington B&O obligations.

6 min readRead More
Small Business

A Monthly Bookkeeping Checklist for Small-Business Owners

Close your books with bank reconciliations, owner transaction reviews, payroll checks, inventory records, and a useful year-end CPA handoff.

5 min readRead More
Tax Law & News

2025-2026 Tax Law Updates: What to Review Before Filing

Review SALT limits, tips and overtime deductions, senior deductions, energy credit deadlines, and business changes. Separate 2025 filing rules from 2026 planning.

7 min readRead More
Foreign Income & Cross-Border

SDOP: A Guide to Correcting Unreported Foreign Accounts

Who qualifies for Streamlined Domestic Offshore Procedures? Understand non-willfulness, three tax years, six FBAR years, Form 14654, and the 5% offshore penalty before filing.

7 min readRead More
IRS Notices

CP2000 Response Guide: When IRS Records Do Not Match Your Return

Reconcile W-2 and 1099 mismatches, substantiate stock basis, prepare a documented response, and protect your deadlines without filing an unnecessary amendment.

6 min readRead More
Foreign Income & Cross-Border

FBAR vs Form 8938: What's the Difference?

Both FBAR and Form 8938 require you to disclose foreign financial assets, but they have different thresholds, filing locations, and penalties. Learn which forms you need to file and when.

8 min read Read More
Individual Tax

U.S. Tax Guide for New Immigrants

New to the U.S.? Understand residency status, what income is taxable, which forms to file, treaty benefits you may qualify for, and common mistakes to avoid in your first tax year.

12 min read Read More
IRS Notices

What to Do When You Receive an IRS Notice

An IRS notice in the mail can be alarming — but not all notices are audits. Learn the most common notice types, how to read them, when to respond, and when to hire a CPA.

10 min read Read More

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IRS Circular 230 Disclosure: Any tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding federal tax penalties or promoting, marketing, or recommending any transaction or matter addressed herein.

Important: Do not send sensitive personal information such as Social Security numbers or banking details through unsecured forms or email. Use our secure client portal for document uploads. The information on this page is for general informational purposes only and does not constitute professional tax advice. Every taxpayer's situation is unique — please consult with a CPA regarding your specific facts and circumstances.