Articles
The IRS has a new mobile app. Here’s what taxpayers can do with it.
The IRS has launched a new mobile app that replaces IRS2Go, giving taxpayers quick access to refund status, payment history, tax records, IRS notices, and Identity Protection PINs. This article walks through what the app can do and how to use it safely. If something in your IRS account raises questions, a tax professional can help you make sense of it.
California will tax many SaaS and software sales starting in 2027
California's SB 122 will broadly apply sales and use tax to pre-written software and SaaS transactions beginning January 1, 2027, affecting both sellers and buyers. Businesses could face new obligations to collect, report, or directly remit tax on software purchases they don't pay tax on today. Here's what you need to know to start preparing before the rules take effect.
New IRS per diem rates in effect as of October 1
The IRS has released its 2026-2027 special per diem rates for business travel, and the changes took effect October 1st. If your company reimburses employees for travel expenses, now is the time to update your rates, review your reimbursement policy, and ensure your expense systems reflect the latest IRS guidance before outdated rates create compliance problems. Read our latest article to learn what changed, what it means for your business, and what your finance team should do right now.
Q4 tax planning: what needs to happen, and when?
Q4 tax planning is not a single deadline; it's a series of decisions that each have their own timing. Some strategies require lead time to execute, others depend on an updated year-end forecast, and some work can legitimately carry into the new year. Knowing which category each decision falls into is what separates effective fourth quarter planning from a last-minute scramble in December.
Divorce and your tax return: what the settlement may not resolve
A divorce settlement divides assets and establishes legal rights, but it does not resolve every tax question that follows. Filing status, child-related benefits, property basis, retirement transfers, and prior joint return liability all require a separate tax review. Understanding where the settlement ends and tax law begins can help you avoid costly surprises after the divorce is final.
Form 990 filing mistakes that can undermine your nonprofit’s credibility
Form 990 is more than a tax return; it's a public document that donors, grantmakers, and regulators use to evaluate your nonprofit. Common mistakes in filing, reconciliation, and narrative disclosures can raise questions about financial stewardship or put your tax-exempt status at risk. This article outlines the key errors to avoid and how to build a more reliable year-over-year filing process.