As promised, this is the second installment in our two-part year-end planning series. This post gives you a practical, easy-to-follow checklist to help you make smart financial moves before December 31—covering income, deductions, retirement contributions, investments, and more. A little planning now can save you stress and money later!

2025 is almost over—are your finances ready?
Before the year ends, smart tax planning can help you save money, avoid penalties, and make strategic moves for your future. Whether you're managing personal finances or running a business, this blog breaks down why year-end tax planning matters and what you should be thinking about now.

If you or your clients work in industries where tipping is part of the paycheck — like restaurants, salons, or healthcare — a new IRS rule could mean serious savings. Thanks to recent legislation, tip earners can now deduct up to $25,000 in qualified tip income annually, without itemizing. Employers will also see new reporting requirements, with transition relief on the way.

Payroll doesn’t have to be a grind. Discover how QuickBooks Online Payroll is transforming tedious tasks into strategic wins — with automation that catches errors, streamlines pay changes, and frees up time for what really matters.

Hiring workers or working with contractors? Understanding the difference between employees and independent contractors is more important than ever. This post breaks down what business owners need to know to stay compliant and avoid costly missteps—especially when managing remote teams. Our firm is here to help you navigate these changes with confidence.

Big changes are coming to tax reporting in 2026! Whether you're a business owner, freelancer, or landlord, the IRS is raising the 1099 reporting threshold from $600 to $2,000—meaning fewer forms, less hassle, and simpler year-end accounting. Find out what’s changing and how to prepare in our latest post.

Discover how engaging a Lean Six Sigma practitioner can transform your internal processes—streamlining billing, accelerating collections, and enhancing client satisfaction. From reducing operational waste to empowering your team with data-driven insights, here are the top 5 ways a process review can deliver measurable impact for professional services firms.