Trump Accounts Explained
Our tax staff, Katie Tipton, shares an organized and easy overview of Trump Accounts as we head into 2027.
The IRS is retiring FIRE: what businesses need to change before filing 1099s in 2027
Beginning with the 2027 filing season, the IRS will require businesses to submit information returns through its new IRIS system instead of FIRE. The shift affects how Forms 1099 are filed, who needs a new transmitter authorization, and how corrections are handled. Find out what your business needs to verify before FIRE shuts down in November 2026.
Got a Letter From the IRS? What to Do (and Not Do) Next
Opening a letter from the IRS can be unsettling, especially when you’re not sure what it means or what to do next. With the October 15 tax extension deadline behind us, some taxpayers may be receiving notices related to previously filed returns. The good news? An IRS letter doesn’t automatically mean you’re being audited. Many […]
Q4 Tax Planning: What Needs To Happen, And When?
Q4 tax planning is not a single deadline; it’s a series of decisions that each have their own timing. Some strategies require lead time to execute, others depend on an updated year-end forecast, and some work can legitimately carry into the new year. Knowing which category each decision falls into is what separates effective fourth quarter planning from a last-minute scramble in December.
Divorce And Your Tax Return: What The Settlement May Not Resolve
A divorce settlement divides assets and establishes legal rights, but it does not resolve every tax question that follows. Filing status, child-related benefits, property basis, retirement transfers, and prior joint return liability all require a separate tax review. Understanding where the settlement ends and tax law begins can help you avoid costly surprises after the divorce is final.
The IRS Has A New Mobile App. Here’s What Taxpayers Can Do With It.
The IRS has launched a new mobile app that replaces IRS2Go, giving taxpayers quick access to refund status, payment history, tax records, IRS notices, and Identity Protection PINs. This article walks through what the app can do and how to use it safely. If something in your IRS account raises questions, a tax professional can help you make sense of it.
How a CPA in Chattanooga Can Help You Plan Smarter
Discover how a CPA in Chattanooga can help you plan smarter with year-round forecasting, tax planning, retirement planning, and business advisory.
A Financial Guide For Heirs Navigating Inherited Assets
Inheriting assets involves complex tax rules and time-sensitive decisions that can impact your financial outcome. This guide covers what heirs need to know about real estate, retirement accounts, and other inherited assets.
What to Look for in the Best Accountant for Your Small Business
Discover what to look for in a high-quality accountant, including accountants who provide business structure advice and ongoing assistance throughout the year.
Cash Flow Forecasting As A Leadership Tool
Most business owners rely on backward-looking financials that tell them where they have been, not where they are going. A cash flow forecast fills that gap by projecting future inflows and outflows, helping leaders spot problems early and make smarter decisions about hiring, investing, and financing. Updated consistently and tied to real business decisions, it shifts leadership from reactive to proactive.