Resources

Aug 15

Estate Planning Basics for Rochester Families: Protecting What You've Built

Estate Planning Basics for Rochester Families: Protecting What You’ve Built Estate planning is one of those things almost everyone agrees is important, and almost everyone puts off. It&...

Aug 8

Sales Tax Basics Every Rochester Small Business Needs to Get Right

Sales Tax Basics Every Rochester Small Business Needs to Get Right Sales tax is one of those things small business owners assume is simple, until it isn’t. You ...

Aug 1

Back-to-School Tax Breaks: Education Credits and 529 Plans for Rochester Families

Back-to-School Tax Breaks: Education Credits and 529 Plans for Rochester Families For Rochester families, late summer means one thing: back to school. New supplies, registration fees, tuition bills, and for many ...

Aug 4

Join Us for a Free Community Shred Event in Rochester on September 11

Join Us for a Free Community Shred Event in Rochester on September 11 Most of us have a drawer, a closet, or a basement box packed with paperwork we know we ...

Jul 30

LLC vs. S-Corp: Which Is Right for Your Rochester Small Business?

LLC vs. S-Corp: Which Is Right for Your Rochester Small Business? If you own a small business in Rochester, sooner or later you’ll run into the question. Should ...

Jul 23

How Rochester Restaurant Owners Can Hold On to More of Their Summer Revenue

How Rochester Restaurant Owners Can Hold On to More of Their Summer Revenue For most Rochester restaurants, summer is the season that makes the year. Patios are full, foot traffic ...

Jul 16

Thinking of Starting a Business in Rochester? Why Summer Is the Right Time to Form Your LLC

Thinking of Starting a Business in Rochester? Why Summer Is the Right Time to Form Your LLC A lot of business ideas are born in the summer. You have a ...

Jul 9

Summer Tax Tips for Rochester Rental and Vacation Property Owners

Summer Tax Tips for Rochester Rental and Vacation Property Owners Summer is the busy season for rental and vacation property owners. Tenants are settled in, short-term bookings are rolling, and ...

Jul 2

Mid-Year Financial Check-Up for Rochester Small Business Owners

Mid-Year Financial Check-Up for Rochester Small Business Owners By the time summer arrives, most small business owners have stopped thinking about their finances. Tax season is behind you, the year ...

Jun 29

Cost Segregation Studies: A Tax-Saving Strategy Rochester Property Owners Should Know About

Cost Segregation Studies: A Tax-Saving Strategy Rochester Property Owners Should Know About Most property owners assume that depreciation on a building is straightforward. You buy the property, the IRS spreads ...

Jun 22

Why Mid-Year Is the Best Time to Switch to a New CPA in Rochester

Why Mid-Year Is the Best Time to Switch to a New CPA in Rochester Most people only think about their CPA in the spring. You drop off your documents, sign ...

Jun 15

What to Do If You Get an IRS Notice (And Why You Shouldn’t Panic)

What to Do If You Get an IRS Notice (And Why You Shouldn’t Panic) Few things in the mailbox cause more stress than an envelope from the IRS. ...

Jun 8

Q2 Estimated Tax Payments: What Rochester Self-Employed Workers Need to Know Before June 15

Q2 Estimated Tax Payments: What Rochester Self-Employed Workers Need to Know Before June 15 For most people, tax season ends on April 15. For the self-employed, freelancers, and small business owners in ...

Jun 1

Tax Records: What to Keep, What to Toss After Tax Season

Tax Records: What to Keep, What to Toss After Tax Season Once tax season ends, most people are left staring at a stack of paperwork. Receipts, statements, W-2s, 1099s, ...

May 29

Mid-Year Tax Planning: What Rochester Residents Should Be Doing Right Now

Mid-Year Tax Planning: What Rochester Residents Should Be Doing Right Now By the time mid-year rolls around, tax season often feels like a distant memory. Returns have been filed, extensions ...

May 22

Why Working With a CPA Year-Round Saves You More Than Just Time

Why Working With a CPA Year-Round Saves You More Than Just Time For many people, working with a CPA is something that happens once a year. Tax season arrives, documents ...

May 15

The Biggest Tax Mistakes We See After Tax Season Ends (And How to Avoid Them)

The Biggest Tax Mistakes We See After Tax Season Ends (And How to Avoid Them) Once tax season ends, most people are ready to move on. After gathering documents, filing ...

May 8

What Your Tax Return Actually Tells You About Your Finances

What Your Tax Return Actually Tells You About Your Finances For most people, a tax return is something to complete, submit, and move on from. Once it’s filed, ...

May 1

How to Avoid Owing Taxes Again Next Year

How to Avoid Owing Taxes Again Next Year For many people, the most frustrating part of tax season isn’t filing — it’s finding out they owe ...

Apr 29

What to Do After You File a Tax Extension

What to Do After You File a Tax Extension If you filed a tax extension this year, you’re not alone. Every tax season, many individuals and business owners ...

Apr 21

What Happens After You File Your Taxes?

What Happens After You File Your Taxes? For most people, filing their taxes feels like the finish line. You gather your documents, complete your return, submit everything — and finally ...

Apr 13

Last-Minute Tax Filing Tips for Rochester Residents

Last-Minute Tax Filing Tips for Rochester Residents As the April 15 deadline approaches, tax season starts to feel very real. For many individuals and families in Rochester, Greece, and the surrounding ...

Apr 8

What to Do If You Owe Taxes This Year (And Can’t Pay Right Away)

What to Do If You Owe Taxes This Year (And Can’t Pay Right Away) Owing taxes is never a great feeling. For many individuals and business owners, it ...

Apr 1

What to Do If You’re Not Ready to File Your Taxes by April 15

What to Do If You’re Not Ready to File Your Taxes by April 15 As the April 15 tax deadline approaches, many individuals and business owners find themselves in the ...

Mar 30

How Clean QuickBooks Records Improve Cash Flow

How Clean QuickBooks Records Improve Cash Flow \Cash flow is one of the most common concerns among small business owners — and one of the most misunderstood. Many businesses believe ...

Mar 23

Common QuickBooks Mistakes We See Small Business Owners Make

Common QuickBooks Mistakes We See Small Business Owners Make QuickBooks is one of the most popular accounting tools for small businesses — and for good reason. When used properly, it ...