Financial insights
Tax, bookkeeping and CFO insights for growing businesses
Practical guidance from a CPA-led team: deadlines, deductions, industry tax rules and the financial decisions that matter most.
Latest articles
What Does a CPA Charge for Tax Prep in California? 7 Cost Drivers
CPA tax preparation fees in California depend on the work, not the form. Here are the seven cost drivers, what national fee surveys show, and how to compare quotes.
Hiring a CPA in Torrance, CA: A Practical Guide for Business Owners
What a Torrance CPA should handle, the city and state requirements to keep in view, and five questions to ask before you sign an engagement letter.
Missed or Just Met the October 15 Tax Deadline? What to Do Next
What to do after the October 15, 2026 extended deadline: confirm acceptance, reconcile payments, limit penalties if you filed late, and how California rules differ.
Restaurant FICA Tip Credit (Section 45B): How to Calculate and Claim It
How restaurants calculate the Section 45B FICA tip credit on Form 8846, why the benchmark is $5.15, and how to claim missed credits for earlier years.
12 Questions to Ask Before Hiring a Small Business CPA in Los Angeles
Twelve questions, grouped into four areas, to compare small business CPAs in Los Angeles, with a scorecard and red flags to watch for.
Cost Segregation and 100% Bonus Depreciation: A Pre-Closing Guide for 2026
How cost segregation and restored 100% bonus depreciation work for rentals acquired after January 19, 2025, with a worked example, loss limits and recapture.
Contractor WIP Schedules and Surety Bonding: What Underwriters Look For
How sureties read a construction WIP schedule, how underbillings and overbillings work, and which level of CPA financial statements bonding may require.
Missed the Restaurant Tip Credit? How to Run a Section 45B Look-Back
How restaurants find and claim missed Section 45B FICA tip credits in open years, the records needed, and how the employer credit differs from the new employee tip deduction.
Foreign-Owned U.S. LLCs: Registered Agents and Annual State Filings Explained
What a registered agent covers, how state filing obligations differ in Delaware, California and Wyoming, and how foreign owners keep a U.S. LLC in good standing.
Have a question an article can’t answer?
Book a 15-minute call and get a straight answer for your situation.