Tax guides and resources for business owners
Plain-language guides and calculators updated for 2026 tax law. Free, ungated, and no email required.
Run your own numbers.
S Corp Savings Calculator
Default LLC vs. S corp, with 2026 payroll tax, QBI and real costs
RSU Tax Withholding Calculator
Will the 22% withheld on your RSUs cover the tax? Find out before April
Quarterly Estimated Tax Calculator
Your 2026 payment and due dates, using the IRS safe harbor
Solo 401(k) & SEP‑IRA Calculator
How much you can put away in 2026, and what it saves
Rental Property Depreciation Calculator
Annual and first-year deductions on a residential rental
Cash Balance Plan Calculator
How much a cash balance plan and 401(k) could shelter at your age in 2026
Short-Term Rental Loophole Checker
Will your Airbnb's depreciation offset your W-2? Check the two tests and the numbers
In-depth guides for owners and investors.
The Complete S Corp Election Guide for 2026
How an S corp election saves tax in 2026, when it's worth it, how to set a reasonable salary, how it interacts with the QBI deduction, and how to file Form 2553 on time.
Read the guideLLC vs. S Corp: Which Structure Is Right for Your Business?
A plain-language comparison of a default LLC and an LLC taxed as an S corp, with 2026 tax math and a simple decision framework.
Read the guideQuarterly Estimated Taxes Explained: 2026 Deadlines and How Much to Pay
Who has to pay estimated taxes, the 2026 due dates, the safe harbor rules that prevent penalties, and how to calculate your payment.
Read the guideSmall Business Tax Deductions You're Probably Missing in 2026
The deductions owners most often leave on the table, updated for 2026: home office, vehicle, health insurance, retirement, QBI, equipment and more.
Read the guideReal Estate Investor Tax Guide 2026: The Strategies Most Investors Miss
Cost segregation, bonus depreciation, real estate professional status, short-term rentals, 1031 exchanges, entity structure and QBI for rental real estate, updated for 2026.
Read the guide2026 Federal Tax Deadlines for Small Business Owners
Every key federal tax date for 2026 in one calendar: estimated taxes, W-2 and 1099 deadlines, partnership and S corp returns, individual and C corp returns, extensions and payroll filings.
Read the guideStarting a Business in the U.S. as an Immigrant: The Financial Essentials
EINs and ITINs, choosing an entity, banking, bookkeeping and the tax obligations that cost immigrant entrepreneurs the most in their first year.
Read the guideThe 2026 Year-End Tax Checklist: What to Do Before December 31
The moves that have to happen before December 31, 2026 for business owners, real estate investors and tech professionals, what can wait until 2027, and when each move doesn't apply.
Read the guideWashington State Taxes for High Earners and Tech Employees: The 2026 Guide
No income tax, but not no tax: Washington's 7% and 9.9% capital gains tax, the new millionaires' tax, a $3 million estate tax exclusion, RSU withholding gaps and the moves that actually help.
Read the guideLiving in Washington and Working in Oregon: How Your Income Is Taxed
Oregon taxes the days you work in Oregon, not the days you work from home in Washington. How Oregon's percentage method taxes your Oregon wages at your household rate, how RSUs get split between states, Portland's local taxes, and the withholding fixes most commuters need.
Read the guideShould a Physician Elect S Corp Status? The 2026 Math Most Doctors Aren't Shown
Medicine is a specified service business, so the 20% QBI deduction disappears at most physician incomes, and a physician's reasonable salary usually passes the Social Security wage base. Worked 2026 numbers at $350,000, $600,000 and $900,000 of profit, and when the election is still worth it.
Read the guideCash Balance Plans for Practice Owners: How Much You Can Deduct in 2026
How a cash balance plan lets a physician, dentist or other high-earning owner deduct $100,000 to $300,000 or more a year on top of a 401(k): 2026 limits, contribution estimates by age, what staff cost, and who it doesn't fit.
Read the guideThe Short-Term Rental Loophole: When It Really Offsets W-2 and Practice Income
How a short-term rental with an average stay of seven days or less can turn cost segregation and 100% bonus depreciation into a loss against wages: the two tests, a worked 2026 example, the excess business loss cap, and the ways it fails.
Read the guideBuying Into or Selling a Medical or Dental Practice: How the Price Gets Taxed
How the purchase price of a medical or dental practice is split and taxed: goodwill, equipment recapture, non-competes and consulting pay, personal goodwill for C corp practices, buy-ins to partnerships, DSO and private equity rollovers, and Washington's capital gains tax.
Read the guideLocum Tenens Taxes: What 1099 Physicians Need to Get Right in 2026
Taxes for locum tenens physicians, CRNAs and other 1099 clinicians: self-employment tax with a W-2 job, which states can tax you, when travel and housing are deductible, retirement limits across plans, quarterly estimates and whether to form an S corp.
Read the guideQSBS After the One Big Beautiful Bill Act: How Founders Sell Their Company With Little or No Federal Tax
Section 1202 after the 2025 law: the $15 million cap, the new 3-, 4- and 5-year tiers, the $75 million asset test, which app and software companies qualify, converting an LLC to a C corp, 83(b) elections, exits that keep or lose the exclusion, and state treatment including Washington.
Read the guideTax Credits for Families and Small Businesses: What You Qualify For in 2026
The 2026 child, earned income, dependent care and education credits, the small business credits most owners miss, and the new Social Security number rules that affect immigrant families.
Read the guideRunning the business.
Bookkeeper vs. Controller vs. Fractional CFO: Which Does Your Business Need?
What bookkeepers, controllers and fractional CFOs actually do, what each costs in 2026, and the revenue stage where each pays for itself.
What a Fractional CFO Does for an Owner-Led Business
Why agencies, practices, firms and contractors feel cash-poor while profitable, and what a fractional CFO fixes first.
How Much Does Bookkeeping Cost for a Real Estate Investor?
What property-level bookkeeping should cost in 2026, what drives the price, and when monthly or quarterly books make sense.
Start with a free 30-minute conversation.
Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.
- [email protected]
- Phone
- (347) 509-4952
- First call
- Free, 30 minutes
- Clients
- Across the United States, served virtually