- Tax Preparation,
- | October 21, 2025
Differences Between 1098 and 1099
A lot of taxpayers confuse the 1098 and the 1099 forms just because the numbers look so similar. I’ve had so many clients ask me what’s the difference between the […]...
- Tax Preparation,
- | October 20, 2025
1099-K vs 1099-NEC: Top Differences
One of the most common questions I get as a CPA is what’s the difference between a 1099-K and a 1099-NEC? A lot of freelancers and small business owners don’t […]...
- Tax Preparation,
- | October 17, 2025
1040 vs 1099: What is the Difference?
Now, when it comes to tax forms, I don’t expect a regular person to know what all the tax forms are. That’s why there are professionals like myself, as a […]...
- Tax Preparation,
- | October 16, 2025
5498-SA vs 1099-SA: What’s the Difference?
When it comes to HSAs, I’ve seen a lot of people get confused between 5498-SA and 1099-SA. The numbers sound almost the same, so people think they’re interchangeable, but they’re [...
- Tax Preparation,
- | October 6, 2025
W-2 Employee vs 1099 Independent Contractor: Key Differences
First, when it comes to working on 1099, the flexibility and freedom are completely different than when you are a W-2 employee. As a W-2 employee, you have to be […]...
- AI & Bookkeeping,
- Tax Preparation,
- | September 18, 2025
1099 Tax Complete Guide for 2025
1099 taxes are one of the most confusing things for freelancers, gig workers, and those who are self-employed. From my personal experience as a CPA who has worked with thousands [&...
Home Office Deduction Explained: How to Qualify & How Much You Can Save
Let’s be honest. Working from home can be amazing. Pajamas? Check. Coffee on demand? Double check.But when tax season comes around, there is a little-known perk that many freelance...
- Financial Planning,
- Self Employed,
- Tax Preparation,
- | May 17, 2025
Self-Employed? Here’s How to Avoid Overpaying on Taxes
Being self-employed has a lot of perks. Flexibility. Independence. Control over your work. But it also means you handle your own taxes. And if you’re not careful, they can be [&hel...
- Financial Planning,
- Tax Preparation,
- | March 26, 2025
How to Track Business Expenses for Maximum Tax Savings
Let’s face it. Tracking expenses isn’t exactly the most exciting part of running a business. But here’s the thing, it’s one of the most important. Whether you’re an entrepreneur, f...
- Tax Preparation,
- Self Employed,
- | March 26, 2025
How Freelancers Can Simplify Bookkeeping & Never Miss a Tax Deduction
If you’re a freelancer, chances are you’re juggling a lot of client calls, project deadlines, invoices, and maybe even the occasional late-night coffee. With so much going on, book...