Insights
Notes from the practice.
Tax, books, and the decisions owners actually face — written as we would speak across a desk.
January 12, 2026 · 4 min
What to bring so tax prep is one conversation, not five
A short list that keeps April from turning into a scavenger hunt.
February 3, 2026 · 5 min
Dirty books cost more than bookkeeping
The quiet tax on waiting until December to open QuickBooks.
March 18, 2026 · 6 min
LLC, S-corp, or leave it alone?
A Florida small-business decision that is less mystical than the internet makes it.
June 9, 2026 · 5 min
Tax planning is a calendar, not a weekend in April
The moves that only work if you make them while the year is still open.