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From the Firm graphic

From the firm: Year-end opportunities

As year-end approaches, we're sharing practical strategies to help you finish strong and start 2026 with confidence. Discover actionable strategies fo...

Read more about From the firm: Year-end opportunities ➞
A paper cut out of a trashcan with a tile representing email being tossed into it.

New Year's Resolution: Clean out the deadweight

The fastest path to profitability isn't always adding more. It's cutting what holds you back. We’ll show you how to eliminate forgotten subscriptions,...

Read more about New Year's Resolution: Clean out the deadweight ➞
Accountant using a calculator on a very messy desk with lots of papers and post-it notes.

How to avoid the year-end tax scramble

Stop the year-end tax scramble. Smart business owners plan quarterly, time purchases strategically, and leverage tax-advantaged benefits year-round. S...

Read more about How to avoid the year-end tax scramble ➞
A person using an ipad to check off items on their tax to-do list.

Your year-end tax checklist: Keep more of what you earned

Before December 31, you have your biggest opportunity to reduce your tax bill. Our year-end checklist covers essential deductions, strategic timing mo...

Read more about Your year-end tax checklist: Keep more of what you earned ➞
A large family gathered around the thanksgiving table taking a selfie.

Enjoy the holidays (without your business falling apart)

Many small business owners don't shut down for the holidays; they just panic quietly. This year, try something radical: enjoy time off without spirali...

Read more about Enjoy the holidays (without your business falling apart) ➞
A person working at a desk with all of her files perfectly organized with color-coded clips.

What's your year-end planning personality?

Are you an Overachiever, Steady Planner, or Spontaneous Entrepreneur? Take our quick 5-question quiz to discover your year-end planning personality an...

Read more about What's your year-end planning personality? ➞

Building a resilient team culture through the holiday season

The holiday season can be a tipping point for employees, influencing whether they decide to stay or leave. Read on to learn how you can build a resili...

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A small business owner looking at his computer and phone reviewing financial data.

Making the move to subscription-based pricing

Unpredictable cash flow? This guide shows small businesses how to implement subscription pricing for stable monthly revenue. Includes industry example...

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3 ways businesses are thinking small to win big next year

Small businesses are thinking small to win big! Discover how focusing on specialized tools, deep community relationships, and flexible work creates co...

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Halloween Candy Trivia Quiz

Think you know your Halloween candy? Take our fun quiz to test just how sweet your skill is for tricky trivia about treats.

Read more about Halloween Candy Trivia Quiz ➞

The Secure 2.0 Act's New Retirement Catch-Up Contributions

Final regulations have been issued on changes that the Secure 2.0 Act made to the provisions for catch-up contributions in employer retirement plans.

Read more about The Secure 2.0 Act's New Retirement Catch-Up Contributions ➞
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U.S. Treasury Phasing Out Paper Checks

The U.S. Department of the Treasury announced that the federal government will stop issuing paper checks for most federal payments on September 30, 20...

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OBBBA’s Tax Deductions for Tipped Workers

The One, Big, Beautiful Bill Act (OBBBA) includes a new income tax deduction for qualified tips received by workers in eligible occupations. The lates...

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Critical Updates on Energy Credits

The One Big Beautiful Bill Act (OBBBA) is changing the landscape of energy tax credits by accelerating expiration dates, leaving homeowners, businesse...

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The OBBBA Auto Loan Interest Tax Deduction

Under the new law created in Section 6050AA of The OBBBA, loan interest on the purchase of a new vehicle could be tax deductible. Learn the specifics...

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P.O. Box 1474
Dumas, TX 79029

p:  (806) 935-9112

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