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Year-End Tax Planning: What to Do Before December 31 to Reduce Your 2025 Bill
The last few months of the year are more than holidays and celebrations—they’re also a closing window of opportunity to lock in real tax...

Gregg Jaffe
Oct 74 min read


The Clock Is Ticking: What to Know If You're on a Tax Extension in 2025
Summer is winding down, and while the kids are heading back to school and fall routines are picking up, there’s one more deadline that...

Gregg Jaffe
Sep 163 min read


Summer Side Hustles and the IRS: What You Need to Know Before You Get Paid
As temperatures rise, so does the appeal of picking up extra income. From tutoring and landscaping to freelance design and weekend event...

Gregg Jaffe
Aug 13 min read


How to Fix a Mismatched W-2 or 1099 Before It Triggers an IRS Notice
Tax season comes with its fair share of paperwork, and for many, that means juggling W-2s, 1099s, and other income forms. But what...

Gregg Jaffe
Jul 103 min read


What to Do If You Receive an IRS Notice
An unexpected letter from the IRS can be unsettling, but it doesn’t always signal a major issue. Millions of notices are sent each year...

Gregg Jaffe
Jun 132 min read


Facing Tax Challenges Head-On: Common Issues and Smart Solutions
Last year, a local contractor filed his taxes without realizing a 1099 form hadn’t been issued until weeks later. The result? A mismatch...

Gregg Jaffe
May 123 min read


Found a Mistake or a Surprise 1099 After Filing? Here's What to Do
Filing your taxes feels like a big win—until a surprise 1099 shows up or a mistake comes to light.

Gregg Jaffe
Apr 73 min read


Understanding Pass-Through Income for S-Corps and LLCs
Understanding how income flows through to personal tax returns is essential for business owners who operate as an S-Corp or LLC.

Gregg Jaffe
Mar 123 min read


Maximizing Tax Benefits for Small Business Owners
Effectively managing tax obligations is crucial for small business owners aiming to maximize profitability and ensure compliance with tax re

Gregg Jaffe
Jan 273 min read


Essential Tax Documents Checklist for 2024 Filings
Preparing for the 2024 tax season begins with organizing your essential tax documents. Proper preparation streamlines the filing process,...

Gregg Jaffe
Jan 33 min read


Year-End Financial Strategies: Maximize Contributions, Minimize Taxes, and Secure Your Future
Maximize Retirement Contributions Before the Year Ends As the year's end approaches, reviewing and optimizing your retirement...

Gregg Jaffe
Dec 13, 20243 min read


Holiday Spending and Tax Deductions: What You Need to Know
Maximizing Deductions for Business-Related Holiday Parties Holiday parties are a fantastic way to show appreciation for employees and...

Gregg Jaffe
Dec 13, 20242 min read
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