Insights and Resources

Insights

Person on a phone call at home, with the headline Received an IRS CP53E Notice? Here Is How to Verify It Before You Act
April 28, 2026

IRS CP53E Notice? How to Verify It Before You Act

Tax season brings a predictable wave of IRS correspondence, and with it, a predictable wave of scams designed to look just like the real thing. One ...

Fraud and Forensic • Tax Compliance
What to Do After April 15: Records, Withholding, and IRS Letters
April 27, 2026

What to Do After April 15 (and What Records You Can Finally Toss)

With the April 15 tax filing deadline in the rearview mirror, you’re likely to turn your attention to other things. But before you do, it’s in your ...

Tax Planning • Tax Compliance
ACA Penalties Are Climbing in 2026. Is Your Reporting Ready?
April 27, 2026

ACA Penalties Are Climbing in 2026. Is Your Reporting Ready?

Many small businesses don’t have enough employees to worry about the play-or-pay provisions of the Affordable Care Act (ACA). However, as your ...

Business Advisory • Tax Compliance • Healthcare
Smartphone showing an incoming call labeled Scam Caller, with the headline That Voicemail About Your IRS Balance Is a Scam. Here Is What to Do.
April 14, 2026

IRS Balance Voicemail Scam: What to Do

Tax season brings out more than just paperwork. Every year, scammers ramp up their activity around the filing deadline, and 2026 is no different. One ...

Fraud and Forensic • Tax Compliance • Tax Alert • Tax Planning
Tax Credits Every Restaurant Owner Should Know
February 10, 2026

Tax Credits Every Restaurant Owner Should Know

Running a restaurant means managing tight margins, rising labor costs, and constant operational pressure. The good news? Several federal tax credits ...

Restaurant and Hospitality • Tax Planning • Tax Compliance
Before You Buy: Red Flags in an M&A Target’s Financials
January 27, 2026

Before You Buy: Red Flags in an M&A Target’s Financials

Do your company’s 2026 strategic plans include a business acquisition? Whether you already have your eye on a target or are still weighing options, ...

Fraud and Forensic • Business Advisory • Transactions and M&A • Tax Compliance • Accounting and Financial Operations
Pass Through Entities: Key Filing Deadlines and Updates
January 27, 2026

Pass Through Entities: Key Filing Deadlines and Updates

Do you operate a business as a partnership, a limited liability company (LLC) treated as a partnership for tax purposes or an S corporation? In tax ...

Tax Planning • Tax Compliance • Guide
Hiring a Bookkeeper for Your Small Business
December 16, 2025

Hiring a Bookkeeper for Your Small Business

Choosing the right bookkeeper is one of the most important staffing decisions your business will make. A skilled bookkeeper maintains accurate ...

Tax Compliance • Accounting and Financial Operations
Significant Changes to Information Reporting Begin in 2026
December 16, 2025

Significant Changes to Information Reporting Begin in 2026

If your business has employees or uses independent contractors, you have associated annual information reporting obligations. The One Big Beautiful ...

Tax Planning • Real Estate and Construction • Tax Compliance • Tax Alert • Accounting and Financial Operations