- Financial Planning,
- Finance,
- Tax Preparation,
- | October 21, 2025
How to Plan for Quarterly Taxes (Without Getting a Surprise Bill)
Freelancers and self-employed workers enjoy the flexibility of being their own boss, but one major challenge they face is handling taxes. Unlike traditional employees who have taxe...
- 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 [...
- 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,
- 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,
- | March 26, 2025
Commonly Missed Business Write-Offs That Could Save You Thousands
Let’s be honest, tax season can feel like a storm cloud hovering over your head. Especially when you realize later that you could’ve saved hundreds (or even thousands) if only [&he...