2022 Last-Minute Year-End Tax Strategies for Marriage, Kids, and Family

2022 Last-Minute Year-End Tax Strategies for Marriage, Kids, and Family

Dear Client:    Are you thinking of getting married or divorced? If yes, consider December 31, 2022, in your tax planning.   Here’s another planning question: Do you give money to family or friends (other than your children, who are subject to the kiddie tax)? If so, you need to consider the zero-taxes planning strategy.   And […]

What To Look For In An Accountant

A couple considering a new accountant

The truth is, it may take a few tries before you find a good accountant that is the right fit for you. Too many business owners and individuals spend years putting up with an accountant who may get the job done, but really doesn’t take the time to understand their unique situation, offer proper business […]

5 Signs It’s Time To Get A New Accountant

A couple considering hiring a new accountant

Relationships can be tricky, but the one you have with your accountant shouldn’t be. If you often find yourself feeling confused or frustrated with your current accountant, then it may be a sign to start looking for a new accountant. Here are five things to pay attention to that can help determine whether it may […]

Why You Need a Proactive Accountant for Taxes

Proactive Accountant for Taxes

As your financial life becomes more complicated, the more you will benefit from a proactive accountant who can not only ensure your taxes are filed properly, but also help legally keep more of the money you earn over time. A good proactive accountant for taxes will take the time to understand the unique factors in […]

How Small Businesses Can Prepare for Tax Season

Preparing for small business tax season

There is always one season that everyone forgets – tax season. While it may seem like you have plenty of time to prepare, small business tax season sneaks up on many owners who often find themselves overwhelmed with the process. This year, don’t fall behind, and make sure your small business is prepared when the […]

5 Ways To Financially Prepare Your Small Business For The Upcoming Year

Business owner planning small business strategies for upcoming year

Are you feeling overwhelmed with making sure your small business is financially ready for the new year? As the current year comes to a close, small business owners should be determining the necessary steps they need to establish for growing and maintaining a prosperous business. Here are some small business financial strategies you can utilize […]

Are Your Finances Ready for the New Year?

Working to reduce your taxable income

There are a number of financial and tax topics we review with clients as the end of the year approaches. There are considerations for both individuals and business owners that can minimize tax liability and/or reduce your taxable income for the year, most of which need to happen before December 31st. Like most tax issues, […]

End of the Year Tax Planning

Proactive tax planning by Emerald Financial Partners

Small Business Owners – Time is Running Out for Proactive Tax Planning While 2021 taxes aren’t due for months, there are some moves that need to happen before the year’s end to minimize your tax liability. Ideally, your accountant should be reminding you every fall that it’s time to check in to review the financial […]

Don’t Settle for a CPA that Doesn’t Add Value to Your Business

Finding the right business accountant relationship

If you only hear from your accountant at tax time, you are likely settling for a business accountant relationship that is not serving you or your business well. Don’t think of your CPA as just a necessary expense required for tax preparation. You will need to invest a bit more throughout the year, but a […]

The Benefits of Hiring an Outsourced CFO for your Small Business

Small businesses can’t afford a full-time CFO, but nor do they need one. They need the higher-level expertise of a CFO only a few hours a week or even just a few hours a month. Businesses often have a lower-level bookkeeper doing the basic accounting functions but need the expertise of a CFO to review […]

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