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Georgia Estimated Tax Payments 2026: Form 500-ES Dates, the 70% Rule, and the New 4.99% Rate
Tax FilingAug 24, 2026

Georgia Estimated Tax Payments 2026: Form 500-ES Dates, the 70% Rule, and the New 4.99% Rate

Georgia estimated taxes 2026: due April 15, June 15, Sept 15, Jan 15. Form 500-ES, the 70% safe harbor, 9% penalty, and the new 4.99% flat rate from HB 463.

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CPA Firm Valuation in 2026: Multiples, Methods, and What Buyers Actually Pay
AI & AccountingAug 24, 2026

CPA Firm Valuation in 2026: Multiples, Methods, and What Buyers Actually Pay

CPA firm valuation in 2026: most practices sell for 0.7–1.4x gross revenue, median 1.02x. Multiples by size, SDE vs EBITDA, and the deal-structure math.

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Delaware Estimated Tax Payments 2026: April 30 Start and the $800 PIT-EST Trigger
Tax FilingAug 23, 2026

Delaware Estimated Tax Payments 2026: April 30 Start and the $800 PIT-EST Trigger

Delaware estimated taxes 2026: PIT-EST due Apr 30, Jun 15, Sep 15, Jan 15 once you'll owe $800+. Brackets to 6.6%, safe harbors, and the 1.5%/month penalty.

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Ohio Estimated Tax Payments 2026: Flat 2.75% Tax and the School District Trap
Tax FilingAug 22, 2026

Ohio Estimated Tax Payments 2026: Flat 2.75% Tax and the School District Trap

Ohio estimated taxes 2026: due Apr 15, Jun 15, Sep 15, Jan 15 if you'll owe $500+. First flat-tax year at 2.75%, school district SD 100ES rules, 7% penalty.

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Virginia Estimated Tax Payments 2026: May 1 Deadline and the New $1,000 Trigger
Tax FilingAug 21, 2026

Virginia Estimated Tax Payments 2026: May 1 Deadline and the New $1,000 Trigger

Virginia estimated taxes 2026: due May 1, Jun 15, Sep 15, Jan 15. New $1,000 trigger (was $150), Form 760ES, no 110% rule, 9% penalty rate, e-pay mandate.

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What Is a Disregarded Entity? Single-Member LLC Taxes Explained (2026)
Starting a BusinessAug 14, 2026

What Is a Disregarded Entity? Single-Member LLC Taxes Explained (2026)

A disregarded entity is separate from its owner for liability but ignored for income tax. What qualifies, Schedule C filing, plus the payroll and 5472 traps.

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Sole Proprietorship Examples: 20 Real Businesses That Run Without an LLC (2026)
Starting a BusinessAug 13, 2026

Sole Proprietorship Examples: 20 Real Businesses That Run Without an LLC (2026)

20 sole proprietorship examples with real 2026 tax math: what a photographer, rideshare driver, and consultant earn, deduct, and owe, plus when to switch.

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Form 1096 (2026): When You Still Need the 1099 Transmittal — and When You Don't
Tax FilingAug 13, 2026

Form 1096 (2026): When You Still Need the 1099 Transmittal — and When You Don't

Form 1096 is only for paper filing, and the 10-return e-file mandate means most businesses may not paper-file at all. Who still needs it, box by box.

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W-8BEN vs W-9 (2026): Which Form to Give Your US Client
Tax FilingAug 12, 2026

W-8BEN vs W-9 (2026): Which Form to Give Your US Client

US persons give a W-9; foreign individuals give a W-8BEN. The 30% withholding rule, treaty rates, and why work performed abroad is not withheld at all.

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California LLC Taxes 2026: The $800 Franchise Tax, Gross-Receipts Fee, and Form 568 + AI Agent Skill
Starting a BusinessAug 12, 2026

California LLC Taxes 2026: The $800 Franchise Tax, Gross-Receipts Fee, and Form 568 + AI Agent Skill

Every California LLC owes the $800 annual franchise tax, plus a gross-receipts fee of $900 to $11,790 above $250,000 in income. 2026 due dates and Form 568.

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Form 2555 + AI Agent Skill: Foreign Earned Income Exclusion Guide 2026
Tax FilingAug 11, 2026

Form 2555 + AI Agent Skill: Foreign Earned Income Exclusion Guide 2026

Form 2555 excludes up to $132,900 of foreign earned income from US tax in 2026. The 330-day test, housing exclusion, stacking rule, and FEIE vs FTC choice.

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Form 1116 + AI Agent Skill: Foreign Tax Credit Guide 2026
Tax FilingAug 11, 2026

Form 1116 + AI Agent Skill: Foreign Tax Credit Guide 2026

The foreign tax credit cuts US tax dollar for dollar. When you can skip Form 1116 (the $300/$600 rule), the limitation formula, and a full 2026 example.

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Schedule 1-A Explained (2026): The Four New Deductions for Tips, Overtime, Car Loans, and Seniors
Deductions & CreditsAug 10, 2026

Schedule 1-A Explained (2026): The Four New Deductions for Tips, Overtime, Car Loans, and Seniors

Schedule 1-A is the new Form 1040 schedule for four OBBBA deductions: tips ($25,000), overtime ($12,500), car loan interest ($10,000), seniors ($6,000).

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Form 8960: Who Pays the 3.8% Net Investment Income Tax (2026)
Tax FilingAug 10, 2026

Form 8960: Who Pays the 3.8% Net Investment Income Tax (2026)

Form 8960 figures the 3.8% Net Investment Income Tax when MAGI tops $200,000 single or $250,000 joint. What counts as NII, line by line, worked examples.

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Schedule E Instructions 2026: Rental Income, Royalties, and K-1 Income Line by Line
Tax FilingAug 9, 2026

Schedule E Instructions 2026: Rental Income, Royalties, and K-1 Income Line by Line

Schedule E line by line for 2026: rental income and expenses (lines 1-26), K-1 income, the $25,000 loss allowance and its MAGI phaseout, and E vs C.

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QSBS in 2026: The $15M Exclusion, $75M Asset Cap, and New 3-Year Tiers
Tax PlanningAug 4, 2026

QSBS in 2026: The $15M Exclusion, $75M Asset Cap, and New 3-Year Tiers

QSBS (2026): stock issued after July 4, 2025 can exclude up to $15M of gain on a new 50/75/100% schedule at 3/4/5 years. Two regimes, $75M asset cap.

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PLLC vs LLC: What Licensed Professionals Need to Know (2026)
Starting a BusinessAug 4, 2026

PLLC vs LLC: What Licensed Professionals Need to Know (2026)

A PLLC is a state entity for licensed professionals, taxed exactly like an LLC. What differs, the liability limits, and why California bans PLLCs (2026).

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Form 8959: Who Pays the 0.9% Additional Medicare Tax (2026) + AI Agent Skill
Tax FilingAug 3, 2026

Form 8959: Who Pays the 0.9% Additional Medicare Tax (2026) + AI Agent Skill

Form 8959 figures the 0.9% Additional Medicare Tax on income over $200,000 ($250,000 joint) in 2026. Who owes it, the withholding trap, worked example.

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Is Car Loan Interest Tax Deductible? The New $10,000 Deduction Explained (2026)
Deductions & CreditsAug 3, 2026

Is Car Loan Interest Tax Deductible? The New $10,000 Deduction Explained (2026)

Car loan interest is tax deductible again in 2026: up to $10,000 a year on a new, US-assembled vehicle. The catch, and who qualifies.

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Form 5498 Explained (2026): IRA Contributions, SEP, and Why It Arrives After You File + AI Agent Skill
Tax FilingAug 2, 2026

Form 5498 Explained (2026): IRA Contributions, SEP, and Why It Arrives After You File + AI Agent Skill

You never file Form 5498; your IRA custodian does, and it arrives by May 31, after the deadline. Box-by-box guide, SEP timing, and 2026 limits.

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AI Agents for Accounting Firms in 2026: Back Office vs Client Side
AI & AccountingAug 2, 2026

AI Agents for Accounting Firms in 2026: Back Office vs Client Side

In 2026, nearly every AI agent for accounting firms runs in the back office. None stands on the client's side, where the documents actually hide.

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The IRS Fresh Start Program in 2026: What's Real, What's Marketing, and What Actually Works
Tax FilingAug 1, 2026

The IRS Fresh Start Program in 2026: What's Real, What's Marketing, and What Actually Works

The IRS Fresh Start program is not a 2026 program you enroll in. See what the 2011-2012 changes did and the real IRS debt-relief options that work.

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How to Get Clients to Send Documents (Without Becoming the Reminder Engine)
AI & AccountingAug 1, 2026

How to Get Clients to Send Documents (Without Becoming the Reminder Engine)

Clients ignore document requests because finding the files is homework. Six fixes that work in 2026, each one's ceiling, and the layer that removes the search.

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No Tax on Overtime Explained (2026): The $12,500 Deduction, W-2 Code TT, and Who Qualifies
Deductions & CreditsJul 31, 2026

No Tax on Overtime Explained (2026): The $12,500 Deduction, W-2 Code TT, and Who Qualifies

No Tax on Overtime deducts up to $12,500 ($25,000 MFJ) of 2026 overtime pay, but only the FLSA premium half. Who qualifies, and how to claim it.

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Client Document Collection Software for Accounting Firms: The 2026 Guide
AI & AccountingJul 31, 2026

Client Document Collection Software for Accounting Firms: The 2026 Guide

What client document collection software actually automates in 2026: portals, reminders, and the new client-side agents. Honest vendor map plus a buyer's checklist.

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S Corp vs C Corp (2026): Which Entity Saves a Solo Owner More Tax?
Starting a BusinessJul 30, 2026

S Corp vs C Corp (2026): Which Entity Saves a Solo Owner More Tax?

S corp vs C corp for 2026: a solo owner netting $150,000 pays ~$32,400 as an S corp vs ~$42,000 with C corp double tax. When each wins, with full math.

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S Corp Reasonable Salary (2026): IRS Rules and Benchmarks
Tax PlanningJul 30, 2026

S Corp Reasonable Salary (2026): IRS Rules and Benchmarks

No IRS percentage exists for S corp salary. Use market data: BLS medians ($101,860 consultants, $50,670 bookkeepers), 9 IRS factors. $65k on $120k saves $7,110.

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7 AI Bookkeeping Tools for Freelancers and Startups (2026, Compared)
AI & AccountingJul 29, 2026

7 AI Bookkeeping Tools for Freelancers and Startups (2026, Compared)

7 AI bookkeeping software picks for freelancers and startups, July 2026 pricing: Xero $25, QuickBooks $38, Jupid $50 with tax filing, Kick free, Bench $199.

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Bank Reconciliation Step by Step for Small Business Owners (2026)
Money & BookkeepingJul 29, 2026

Bank Reconciliation Step by Step for Small Business Owners (2026)

Reconcile your bank account in 7 steps. Worked example: bank says $8,214.60, books say $7,930.15, and both adjust to the same $7,847.25, to the penny.

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Form 9465 (2026): How to Set Up an IRS Installment Agreement
Tax FilingJul 28, 2026

Form 9465 (2026): How to Set Up an IRS Installment Agreement

Form 9465 sets up an IRS payment plan: $29 online with direct debit vs $178 by mail, $50,000 streamlined limit, 72 months, and the interest that never stops.

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