Here to help — call 818-841-0255
Here to help — call 818-841-0255
Resources
A handful of evergreen habits that save our clients money and headaches every year. General guidance only — for advice on your specific situation, book a free appointment.
Smarter habits
Small, consistent moves throughout the year beat a scramble every April. Start with the ones that fit your business.
TIP 01
Open a dedicated business bank account and card. Clean separation makes bookkeeping faster and protects deductions.
TIP 02
If you’re self-employed, set aside a percentage of every payment and pay estimated taxes quarterly to avoid penalties.
TIP 03
Don’t wait for year-end. Reconciling each month catches errors early and keeps your financials decision-ready.
TIP 04
Log business miles and keep digital receipts as you go. Reconstructing them later is where deductions get lost.
TIP 05
W-2 employee or 1099 contractor isn’t your choice alone — getting it wrong invites penalties.
TIP 06
If you work from a dedicated space, you may qualify for a legitimate home-office deduction.
TIP 07
A SEP-IRA or Solo 401(k) can lower this year’s taxable income while building your future.
TIP 08
Trust-fund payroll taxes are the IRS’s top enforcement priority. On-time filing is cheap insurance.
TIP 09
Hold returns and supporting documents for at least three years — longer for property and major assets.
These tips are general information, not tax advice for your specific situation. Rules change and details matter — check with us before acting.
Ready when you are
Book a free appointment and we’ll turn good habits into a system that runs quietly in the background all year.
