Plain-English notes for tax and accounting decisions.
A small library of practical guidance. For now, start with the service pages or book a consult for a specific question.
Complex family tax checklist
A CPA intake checklist for K-1s, rentals, equity comp, trusts, multi-state issues, and prior CPA handoffs.
Read moreTax-aware planning checklist
Planning questions for high-income households and business owners before retirement, equity, real estate, or cash-flow decisions.
Read moreQ4 safe-harbor worksheet
A worksheet for high-income or income-spike years where estimates, withholding, and Jan. 15 deadlines matter.
Read moreSmall-business retirement plan selector
A CPA-led comparison of SEP IRA, Solo 401(k), SIMPLE IRA, and defined benefit options.
Read moreSolo doctor reasonable comp self-audit
A physician and dentist S-corp compensation self-audit built around specialty benchmarks and audit questions.
Read morePrivate pilot deduction guide
A guide for aircraft owners on Part 91 vs Part 135, hobby loss rules, listed property, and substantiation.
Read moreKaty small business tax calendar
A quarterly bookkeeping and tax review rhythm for small business owners.
Read moreTaxDome workflow implementation
Done-for-you TaxDome setup and Marketplace-ready template strategy for CPA and bookkeeping firms.
Read moreTax prep and planning
Quarterly projections, filing scope, and planning opportunities before year-end.
Read moreAccounting and bookkeeping
Monthly close, payroll, AP/AR, and the operating rhythm for clean books.
Read moreBusiness advisory
Cash flow, owner compensation, entity structure, and decision support.
Read moreFinancial planning
Tax-aware planning for equity, real estate, retirement, and family goals.
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