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Tax Strategy

12 guides about tax strategy for business owners.

Tax Strategy·advanced·12 min read

IRS Audit Preparation: What Triggers Audits and How to Respond

Learn what triggers IRS audits, how to prepare your records, and how to respond if your small business is selected for examination.

By Josh Caruso·Feb 4, 2026·Includes tools
Tax Strategy·advanced·11 min read

State and Local Tax Obligations: A State-by-State Overview

Navigate the complex landscape of state and local taxes, including income tax, franchise tax, gross receipts tax, and how to determine your obligations in each state.

By Doug Ebenal·Feb 3, 2026
Tax Strategy·intermediate·10 min read

Year-End Tax Planning Strategies for Small Businesses

Actionable year-end tax planning strategies to reduce your tax liability, from timing income and expenses to maximizing deductions before December 31.

By Josh Caruso·Feb 2, 2026·Includes tools
Tax Strategy·intermediate·11 min read

Retirement Plans for Business Owners: SEP, SIMPLE, Solo 401(k)

Compare SEP IRAs, SIMPLE IRAs, and Solo 401(k) plans for small business owners, including contribution limits, tax advantages, and which plan fits your business.

By Doug Ebenal·Feb 1, 2026·Includes tools
Tax Strategy·intermediate·10 min read

Sales Tax Nexus: When and Where You Must Collect

Understand the concept of sales tax nexus, how the South Dakota v. Wayfair decision changed the rules, and how to determine where your business must collect sales tax.

By Josh Caruso·Jan 31, 2026
Tax Strategy·intermediate·11 min read

Payroll Taxes: What You Owe, When You Owe It

A complete guide to federal payroll tax obligations for small businesses with employees, including FICA, FUTA, withholding schedules, and filing requirements.

By Doug Ebenal·Jan 30, 2026·Includes tools
Tax Strategy·intermediate·10 min read

Vehicle Deductions: Mileage vs. Actual Expenses

Compare the standard mileage rate and actual expense methods for deducting vehicle costs, and learn which approach maximizes your tax savings.

By Josh Caruso·Jan 29, 2026·Includes tools
Tax Strategy·beginner·9 min read

Home Office Deduction: Simplified vs. Regular Method

Compare the simplified and regular methods for claiming the home office deduction, and learn which approach saves you more on your taxes.

By Doug Ebenal·Jan 28, 2026·Includes tools
Tax Strategy·beginner·11 min read

Business Tax Deductions: The Complete Guide

A comprehensive guide to every major business tax deduction available to small business owners, with practical examples and documentation requirements.

By Josh Caruso·Jan 27, 2026·Includes tools
Tax Strategy·intermediate·10 min read

Self-Employment Tax: What It Is and How to Reduce It

Understand how self-employment tax works, who pays it, and practical strategies to legally reduce your self-employment tax burden.

By Doug Ebenal·Jan 26, 2026·Includes tools
Tax Strategy·beginner·9 min read

Quarterly Estimated Taxes: How to Calculate and When to Pay

Learn how to calculate quarterly estimated tax payments, when they are due, and how to avoid underpayment penalties.

By Josh Caruso·Jan 25, 2026·Includes tools
Tax Strategy·beginner·8 min read

Federal Tax Obligations for Small Business Owners

Understand every federal tax obligation your small business faces, from income tax to employment taxes, and learn the filing requirements for each.

By Doug Ebenal·Jan 24, 2026·Includes tools

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