Big Revenue Year? Make These Tax Moves Before December 31

A profitable year can bring a bigger tax bill than you planned for. A year-end projection shows where you stand while there’s still time to act on equipment purchases, bonuses and your January 15 estimated payment. Do you know what you’ll owe for 2026?

See which year-end moves fit your business.

AI Made Scams Look Flawless. Here’s How to Spot Them Anyway

Typos used to give phishing emails away. Now AI writes polished emails, fakes video and forges documents in seconds. The best defense is verifying the request, not judging how it looks. Would your team catch a fake video call from someone they trust?

Learn the habits that stop AI scams.

Offer Paid Leave? You May Qualify for a Bigger Tax Credit

The federal paid family and medical leave credit is now permanent and expanded. Employers can base it on insurance premiums and extend coverage to employees after six months. Planning your 2027 benefits? This credit could offset part of the cost.

Find out if your business qualifies.

Payroll Mistakes Happen. Here’s How to Catch Them Early

Even with software or an outside provider, withholding, deposit and reporting errors slip through, and they come with interest and penalties. A simple review routine keeps small mistakes from becoming expensive ones. When did someone last check your payroll setup?

Read how to prevent payroll tax errors.

Buying a Business? Check These Numbers Before You Sign

The numbers that sell a business aren’t always the ones that sustain it. New SBA guidance may now require an independent quality of earnings report for certain financed acquisitions. Is the deal as strong as the seller says?

See what to review before you buy.

Brinker Simpson & Company Promotes Jessica Karpovich to Senior Associate

Jess has been promoted to Senior Associate in our Client Accounting Services practice. Since joining the firm in 2023, she has worked across CAS and tax, with a focus on family office accounting and small businesses. Congratulations, Jess!

Read Jess’s promotion announcement.

Rachel Ryan, CPA, Joins Brinker Simpson & Company

Rachel joins the firm as Supervisor, Tax, bringing five years of public accounting experience, an MBA and a BS in Accounting from Salisbury University. Welcome, Rachel!

Meet our new Tax Supervisor.