What is Tax Compliance? Why Should You Care?

First of all, let’s all just acknowledge that tax compliance is complicated. This tweet from one of Twitter’s sassiest CPAs, @andreacpa0, pretty much sums it up: What is Tax Compliance? For most folks, tax compliance means filing accurate taxes before April 15 every year. However, small businesses and their owners are subject to a far …

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Who Needs Tax Planning?

What is Tax Planning? Tax planning doesn’t cost, it pays! Most accountants only look backwards to record history, with Tax Planning with a Certified Tax Coach (CTC) we will look forward to writing your own tax story. Tax planning is not just about more deductions or contributing to a retirement account, but about looking for …

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Why I Ditched QuickBooks for Xero

Are Your Books a Mess? When onboarding your business for tax planning services, our first recommendation is often to start your books from scratch in an online, cloud-based accounting software called Xero. Rather than clean up the work you’ve probably been doing in QuickBooks, if your books are even a little messy, it’s less time …

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