Shocked business person and CPA

Most of my clients are taxpayers who own small businesses themselves or file jointly with a spouse who owns a small business. Some of these small businesses are organized as C or S Corporations, and the owners pay federal and state taxes throughout the year through their W-2 wages (based on their set salaries and… [Read More].

woman book keeping

All small business owners should have a set of books that record the business’s financial position, operating results, and cash inflows/outflows. For very small and extremely simple businesses, a spreadsheet might work. However, for the overwhelming majority of my small business clients (especially those organized as LLC’s and corporations) a spreadsheet will not cut it…. [Read More].

businessman-reviewing-documents

This month’s blog was mostly inspired by a YouTube video I saw recently about the story of Nathan Barry, who is the founder of Convertkit. Convertkit is a software app that many small business owners use to push email notifications to their clients. Though Convertkit has now surpassed $30 million in annual revenue, it had… [Read More].

older man and young man having argument in office

In the past two or three years (which interestingly coincides with the Covid pandemic), I have received more frequent inquiries from clients seeking legal and tax advice regarding problematic situations among owners of multi-member LLCs. Though the specifics of these scenarios differ greatly, typically a well-drafted operating agreement could have prevented much of the dissatisfaction… [Read More].

showing a car to a woman

Due to the available tax incentives for clean vehicles, small business owners have frequently contacted me in recent months with questions regarding whether their business can or should purchase a vehicle. Given the average cost of today’s vehicles, this is a significant capital investment for most small business owners. So, for this month’s blog, I… [Read More].

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