- 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 [&...
- 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,
- Finance,
- | May 14, 2025
The Best Bookkeeping Practices for Freelancers & Gig Workers
Being a freelancer or gig worker comes with amazing freedom. You set your own schedule, pick your clients, and call the shots. But it also comes with a challenge: managing [&hellip...
- Financial Planning,
- Finance,
- | May 10, 2025
How Good Bookkeeping Can Help You Get a Business Loan
Applying for a business loan can feel overwhelming. Lenders want to see that your business is stable and capable of repaying debt. Messy books can lead to rejections. Clean, well-o...
- Financial Planning,
- Small Business,
- | May 10, 2025
Why Bookkeeping is Important (Even if You’re a One-Person Business)
Bookkeeping is often seen as something only big businesses need to worry about. But even if you’re a solo entrepreneur, freelancer, or self-employed professional, keeping accurate ...
- Financial Planning,
- Small Business,
- | May 9, 2025
Top 10 Bookkeeping Mistakes Small Business Owners Make and How to Avoid Them
Bookkeeping is one of the most crucial aspects of running a small business. Yet, despite its importance, many business owners still struggle with it. Poor bookkeeping can lead to c...
- Financial Planning,
- Finance,
- Small Business,
- | May 8, 2025
Bookkeeping for Beginners: A Step-by-Step Guide for Small Business Owners
Bookkeeping might sound intimidating at first, but it’s one of the most important aspects of running a successful small business. Keeping your financial records in order helps you ...