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Bookkeeping
Oct 6, 20263 min read
Have a Bookkeeper? What Your CPA Still Needs for the Business Return
Reconciled books are the starting point for a business return, not the whole package. Here is what to send with them, and why.
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Practical guidance on tax preparation and business accounting from a NJ CPA.
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Tax Preparation3 min read
Switching Accountants? The Records to Collect First
Before you change accountants, or when yours retires, collect the records the next one will need. Most of them you can gather yourself.
Oct 6, 2026Read more
Bookkeeping3 min read
Why Your Profit Doesn't Match Your Bank Balance
A profitable month can end with less cash in the bank. A handful of ordinary entries explain the gap, and a short bridge shows them.
Oct 6, 2026Read more
Bookkeeping3 min read
Who Records Year-End Adjustments: Your Bookkeeper or Your CPA?
When you have both, decide who proposes, approves, records and confirms each adjustment. Here is the order I use.
Oct 6, 2026Read more
Tax Planning2 min read
What to Send Before a Year-End Tax Planning Review
A planning review is only as good as the numbers it starts from. This is the short list to gather in the fall.
Oct 6, 2026Read more
Bookkeeping2 min read
QuickBooks Shows a Profit: Five Checks Before You Rely on It
A QuickBooks profit figure is only as good as the entries behind it. Five quick checks tell you whether it is ready to use.
Oct 6, 2026Read more
Small Business3 min read
Before Your First Worker: The Records to Set Up
Before you pay your first contractor or employee, set up the records. This is a records checklist, not a payroll guide.
Oct 6, 2026Read more
Bookkeeping4 min read
Your Books Are a Business Tool, Not a Year-End Chore
A practical overview of keeping records usable for day-to-day business decisions rather than treating the ledger as an afterthought.
Aug 7, 2026 · Updated Sep 11, 2026Read more
Bookkeeping4 min read
Catch-Up Bookkeeping vs. Cleanup Bookkeeping: What's the Difference?
A practical distinction between recording missing activity and reviewing activity that was already recorded.
Aug 7, 2026 · Updated Sep 11, 2026Read more
Tax Guides10 min read
Prediction Market Taxes: Kalshi and Other Platforms
Gather Kalshi, Polymarket and Robinhood event-contract records; this guide does not rank tax positions or prescribe a return form.
May 29, 2026 · Updated Oct 9, 2026Read more
Tax Tips25 min read
The $2,000 Rule: Why No 1099 Does Not Mean No Reporting or Tax in 2026
OBBBA Section 70433 raised the 1099-NEC reporting threshold from $600 to $2,000 for payments made in calendar year 2026, with that amount indexed for later calendar years. That changes a payer's federal form-filing duty, not whether receipts belong in gross income. Return-filing rules, the Schedule SE threshold, deductions, and the complete return determine whether tax is due.
Apr 4, 2026 · Updated Oct 5, 2026Read more
Crypto Tax23 min read
Are Crypto Gas Fees Tax Deductible? What the IRS Says in 2026
Crypto gas treatment depends on the transaction: acquisition, disposition, swap, transfer, service, or failed/reverted call. A failure does not automatically create zero proceeds, short-term capital loss, or an ordinary business deduction.
Apr 4, 2026 · Updated Oct 1, 2026Read more
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