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Postmarks vs Mailing Dates: What Taxpayers Need to Know
Taxpayers have long relied on postmarks as proof of timely mailing, and that hasn’t changed. The IRS continues to honor the “timely mailing equals timely filing” rule under Internal Revenue Code §7502: if your envelope is properly addressed, has sufficient postage, and is postmarked on or before the due date , your return is considered filed on time. For a full list of filing and payment deadlines, see IRS Publication 509 . What's new? A Subtle Change What’s new is how USPS t
Jan 132 min read


Get Ready for Tax Season: How to Prepare and Stay Stress‑Free
Tax season doesn’t have to feel overwhelming. With a little preparation now, you can make filing faster, easier, and far less stressful. The IRS even provides a helpful roadmap to get you started — and one of their biggest tips is simple: gather and organize your tax records early . Below, we’ll walk through some of the key items you should collect and why they matter. And we will share a few other tips to help your tax season go more smooth. Gather All Your Income Forms Bef
Jan 62 min read


Roth vs. Traditional IRA: What’s the Difference?
When planning for retirement, Individual Retirement Accounts (IRAs) are among the most popular tools. But should you choose a Traditional IRA or a Roth IRA ? Both offer tax advantages, yet they work very differently—and understanding those differences can help you make the best decision for your financial future. What They Have in Common Contribution Limits: For 2025, you can contribute up to $7,000 across all IRAs combined, or $8,000 if you’re age 50 or older thanks to t
Nov 20, 20253 min read


Protect Yourself from Online Tax and Financial Scams
The holiday season is a busy time—and unfortunately, it’s also prime time for scammers. The Indiana Department of Revenue (DOR) has recently issued warnings about fraudulent text messages and other scams targeting taxpayers. And we've also seen a rise in the number of scams targeting business owners who use online accounting software, such as QuickBooks. Here’s what you need to know to keep your personal and financial information safe. Beware of a Text Message Scam involving
Nov 13, 20253 min read


Discovering the Power of QuickBooks Online Reports
As an accounting firm, we pride ourselves on delivering accurate and insightful financial reports to our clients. However, many business owners may not realize that QuickBooks Online offers a robust suite of reports that go far beyond the standard financial statements. QuickBooks Online empowers users with on-demand access to a wide variety of reports that can help them better understand their business performance, manage cash flow, and make informed decisions. From profitabi
Oct 22, 20251 min read


How Long Should Small Businesses Keep Their Records?
As a small business owner, managing paperwork can feel overwhelming—but knowing how long to keep your records is essential for staying...
Oct 3, 20252 min read


Small Business, Big Decisions: Why a CPA Matters
Running a small business means wearing a lot of hats. You're managing operations, marketing, customer service—and somewhere in the mix,...
Sep 30, 20252 min read


IRS Goes Digital: Paper Tax Refund Checks to Be Phased Out
Earlier this year, we shared news about the U.S. Treasury’s directive to stop issuing and accepting paper checks. Now, the IRS has taken...
Sep 26, 20252 min read


One Big Beautiful Bill Act: Deduction For Seniors
The legislation being referred to as One Big Beautiful Bill was signed into law on July 4, 2025, and brings significant changes to the...
Jul 23, 20251 min read
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