Insights
Practical guides from our office, written for families and small business owners.
Business Resources
Business Resources · October 5, 2026
Behind on your bookkeeping? How to catch up
Months or years behind is more common than you think. Here is a practical order for getting your business records current.
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Business Resources · September 28, 2026
Employee or independent contractor? What business owners should know
Calling a worker a contractor does not make it so. Here is how classification works and what it means for payroll and 1099s.
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Tax Planning Guides
Tax Planning Guides · October 26, 2026
What to bring to your tax appointment
A simple checklist for your income forms, IDs, and receipts, so your appointment starts with everything in hand.
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Tax Planning Guides · October 12, 2026
How to apply for or renew an ITIN
Who needs an Individual Taxpayer Identification Number, how Form W-7 works, and how an Acceptance Agent can help with your documents.
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