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Education

Money Found

11 June 2024

11 June 2024

11 June 2024

11 June 2024

This Small Business Owner Saved $22,982 Related to Home Office Expenses

2 min read

Angie M Grainger

Money Found

20 May 2024

20 May 2024

20 May 2024

20 May 2024

Proper Deductions Saved This Physician $11,412 in Taxes

2 min read

Angie M Grainger

Money Found

8 May 2024

8 May 2024

8 May 2024

8 May 2024

How Cleaning Up Their Books Saved This Growing Family $2,304 in Taxes

3 min read

Angie M Grainger

Money Found

1 April 2024

1 April 2024

1 April 2024

1 April 2024

Tax Explainer: Life insurance premiums are not (usually) deductible

2 min read

Angie M Grainger

Education

31 March 2024

31 March 2024

31 March 2024

31 March 2024

Understanding the Details of Their Entity Structure Saved This Entrepreneur $3,200

3 min read

Angie M Grainger

Money Found

1 March 2024

1 March 2024

1 March 2024

1 March 2024

This Surgeon Saved $19,586 by Adding an Accountable Plan for Home-Office Reimbursement

3 min read

Angie M Grainger

Money Found

15 March 2024

15 March 2024

15 March 2024

15 March 2024

Explainer: UPDATE - Hold off on reporting under the new FinCen rules

3 min read

Angie M Grainger

Education

23 February 2024

23 February 2024

23 February 2024

23 February 2024

Tax Explainer: How to deduct home office expenses in an S-Corp

4 min read

Angie M Grainger

Education

20 February 2024

20 February 2024

20 February 2024

20 February 2024

Tax Explainer: Is it time to convert your 1099 independent contractors to W-2 employees?

4 min read

Angie M Grainger

Education

31 January 2024

31 January 2024

31 January 2024

31 January 2024

Tax Explainer: How 1099-K affects small businesses

3 min read

Angie M Grainger

Education

27 January 2024

27 January 2024

27 January 2024

27 January 2024

Unknown Brokerage Account Found in a Real Estate Investor's Family Office That Had Over $108,832

3 min read

Angie M Grainger

Money Found

25 January 2024

25 January 2024

25 January 2024

25 January 2024

This Spouse Saved $447,708 From a Divorce by Cleaning Up Their Assets

1 min read

Angie M Grainger

Money Found

18 January 2024

18 January 2024

18 January 2024

18 January 2024

Incorrect Ownership Nearly Cost a Veterinarian $68,000 in Taxes

3 min read

Angie M Grainger

Money Found

15 January 2024

15 January 2024

15 January 2024

15 January 2024

Entrepreneur Saves $22,000 by Reclassing Excess Distributions

2 min read

Angie M Grainger

Money Found

25 January 2024

25 January 2024

25 January 2024

25 January 2024

Tax Explainer: Understanding the importance of filing 1099s

3 min read

Angie M Grainger

Education

22 January 2024

22 January 2024

22 January 2024

22 January 2024

Tax Explainer: Hiring workers overseas

5 min read

Angie M Grainger

Education

30 December 2023

30 December 2023

30 December 2023

30 December 2023

Business owners get $45,000 for setting up retirement plans.

3 min read

Angie M Grainger

Money Found

29 December 2023

29 December 2023

29 December 2023

29 December 2023

Explainer: Creating a Profit-Sharing Plan

3 min read

Angie M Grainger

Education

28 December 2023

28 December 2023

28 December 2023

28 December 2023

Tax Explainer: Leasing vs Buying

4 min read

Angie M Grainger

Education

28 December 2023

28 December 2023

28 December 2023

28 December 2023

Explainer: New FinCEN Reporting Requirements for 2024

4 min read

Angie M Grainger

Education

26 December 2023

26 December 2023

26 December 2023

26 December 2023

Tax Explainer: How PTE (Pass Through Entity) Tax Saves You Money

3 min read

Angie M Grainger

Education

23 December 2023

23 December 2023

23 December 2023

23 December 2023

Tax Explainer: How Home Office Deductions Work

3 min read

Angie M Grainger

Education

23 December 2023

23 December 2023

23 December 2023

23 December 2023

Tax Explainer: How to Write Off a New Car

1 min read

Angie M Grainger

Education

26 December 2023

26 December 2023

26 December 2023

26 December 2023

Year-end tax planning saves a surgeon over $236,800 before 12/31.

3 min read

Angie M Grainger

Money Found

24 December 2023

24 December 2023

24 December 2023

24 December 2023

I found $570 of my own money. Oops!

1 min read

Angie M Grainger

Money Found

23 December 2023

23 December 2023

23 December 2023

23 December 2023

A business owner gets $1,164 back from DIY tax return error.

1 min read

Angie M Grainger

Money Found

21 December 2023

21 December 2023

21 December 2023

21 December 2023

Tax Explainer: How Corporate Double Taxation Works

3 min read

Angie M Grainger

Education

20 December 2023

20 December 2023

20 December 2023

20 December 2023

Tax Explainer: How to Deduct Business Meals

2 min read

Angie M Grainger

Education

18 December 2023

18 December 2023

18 December 2023

18 December 2023

Tax Explainer: Contribution vs Benefit Plans

2 min read

Angie M Grainger

Education

18 December 2023

18 December 2023

18 December 2023

18 December 2023

Tax Explainer: How to Deduct Health Insurance

5 min read

Angie M Grainger

Education

29 November 2023

29 November 2023

29 November 2023

29 November 2023

Dentist saves $36,340 by electing PTE before it was too late.

1 min read

Angie M Grainger

Money Found

26 November 2023

26 November 2023

26 November 2023

26 November 2023

This OBGYN mom gets back $100.10 that was almost lost forever.

1 min read

Angie M Grainger

Money Found

25 November 2023

25 November 2023

25 November 2023

25 November 2023

The state was holding $46,640 of this business owner's money.

1 min read

Angie M Grainger

Money Found

23 November 2023

23 November 2023

23 November 2023

23 November 2023

A typo got this real estate investor a refund of $99,481.

1 min read

Angie M Grainger

Money Found

21 November 2023

21 November 2023

21 November 2023

21 November 2023

Clinic saved from paying $2,750 in late fees.

2 min read

Angie M Grainger

Money Found

16 November 2023

16 November 2023

16 November 2023

16 November 2023

Ignoring tax notices almost cost this executive $107,138.

2 min read

Angie M Grainger

Money Found

1 November 2023

1 November 2023

1 November 2023

1 November 2023

Veterinarian saves nearly $35,000 in taxes.

1 min read

Angie M Grainger

Money Found

11 August 2023

11 August 2023

11 August 2023

11 August 2023

Is personal finance the same as Family Office?

1 min read

Angie M Grainger

General

24 July 2023

24 July 2023

24 July 2023

24 July 2023

Predicting your future.

2 min read

Angie M Grainger

General

24 July 2023

24 July 2023

24 July 2023

24 July 2023

Why your CPA can’t really help you.

4 min read

Angie M Grainger

General

24 July 2023

24 July 2023

24 July 2023

24 July 2023

No more tax surprises!

2 min read

Angie M Grainger

General

24 July 2023

24 July 2023

24 July 2023

24 July 2023

Finding money in your own finances.

2 min read

Angie M Grainger

General

Still looking for something?

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Why settle for anything less than your own, personal CPA firm?

Our team of Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planners® is dedicated to personal finance—so we’re dedicated to you.

Our team of Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planners® is dedicated to personal finance—so we’re dedicated to you.

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