Key TakeawaysDIY tax software can work for very simple, low-income businesses, but it assumes you already know how to classify transactions and identify tax opportunities. A tax preparer makes sure expenses, credits, and entity decisions are handled legally...
Key Takeaways Personal and business identification details, including Social Security numbers and business IDs Complete income records Documentation that supports deductions, credits, and major purchases Proof of tax payments already made...
Key TakeawaysW-2s and 1099-NECs must be sent to workers by February 2, 2026 (for the 2025 tax year). Those same forms must also be filed with the government by February 2, 2026, whether you file electronically or on paper. If you file 10 or more total...
Key TakeawaysYou only need 5–9 true KPIs for effective 2026 planning. KPIs should connect directly to a specific financial or strategic goal. Too many KPIs dilute focus and slow decision-making. The right KPIs help you act earlier, not just...
Season’s greetings from the BA team. As a team here, we always do our best to try to find a quiet pocket of time this week to take stock of last year, and plan for the year ahead. And we encourage you to do the same. Look back at 2025 and ask yourself:- What...