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 moreUndeposited funds cleanup walkthrough
A step-by-step fix for the QuickBooks undeposited funds account that quietly inflates income and breaks reconciliation.
Read moreTexas franchise tax decision tree
Which report your entity actually owes, which revenue threshold applies, and what the No Tax Due path requires.
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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