September 12, 2025
The most expensive mistake a business owner can make this month is missing September 15. That’s the due date for Q3 estimated taxes, and if you skip it, the IRS charges interest on top of what you already owe. Here’s what most people don’t know: you don’t just have to write the check. With the right tax strategy, you can reduce how much you need to send in the first place. That means shifting expenses, maximizing deductions, or using contributions to retirement accounts, all perfectly legal ways to lower the number. If you own an S-Corp, LLC, or partnership, now is the time to check where you stand. The safe harbor rule says 90% of this year’s liability or 100–110% of last year’s is required to stay penalty-free. Reach out if you’d like to review your numbers and explore strategies before the September deadline.
September 12, 2025
Most businesses don’t fail because they can’t sell… they fail because they don’t manage cash flow. And one of the biggest culprits? Taxes. You could be losing over 40% of your revenue if you’re not planning right. Want to find out how much you could be saving through smarter tax planning? Send us a message.
June 6, 2025
You want your firm to grow? Be prepared for what it really requires. Real growth takes short-term sacrifice. It means putting yourself out there, even if you’re introverted, and selling what you believe in. If your service can help people, not talking about it is a disservice. Don’t wait until you feel “ready.” The ones who grow are the ones who act. Share this if you needed the push to go all in.
June 6, 2025
Most people pay estimated taxes wrong. Here’s the fix: AGI under $150K? Pay 100% of last year’s tax (split quarterly) AGI over $150K? Pay 110% instead That avoids IRS penalties—but doesn’t guarantee you won’t owe more. If you’re an S Corp owner, boost W-2 withholding to simplify your tax life. Want a penalty-free tax plan that works for your income? Subscribe and reach out now.
With base level tax advisory subscriptions starting at $450/month + bookkeeping starting at $500/month, our engagements are relationship based, combining initial strategy, implementation and ongoing support. We work with our clients throughout the year to help them transform their business. Please answer the questions on the following page so we can determine if we are a mutual fit.
