How to Use Workflow Automations in QuickBooks Online

Workflow automations help you save time by automating repetitive tasks, such as sending payment reminders. They also help you set up approval systems for invoices and bills. Let’s go over the different types of workflows available in QuickBooks Online Advanced and Intuit Enterprise Suite, as well as how to set up and edit them.

Tax Provisions for Businesses in the One Big Beautiful Bill Act

We wanted to update you on the provisions of the new tax bill that was signed into law on July 4 (the One Big Beautiful Bill Act). We recommend reviewing your current tax strategy in light of these changes. We are available to discuss how these provisions may impact your personal or business tax situation, and [...]

Recordkeeping – Tax Tales: The Case of the Missing Ledger

If you think filing invoices, tracking expenses, and keeping records isn't that important, think again. Come tax time, the IRS doesn't allow you to "casually" do taxes. If you forgot to keep good records so far, the IRS does allow you to reasonably reconstruct figures and provide receipts. Tax preparer due diligence must-do's include asking the [...]

Tax Provisions for Individuals in the One Big Beautiful Bill Act

We wanted to update you on the provisions of the new tax bill that was signed into law on July 4 (the One Big Beautiful Bill Act). We recommend reviewing your current tax strategy in light of these changes. We are available to discuss how these provisions may impact your personal or business tax situation, and [...]

Disabled Child

Think you can claim the Earned Income Tax Credit for having a disabled child? You may need to think again. Tax law says you can only claim the EITC for a disabled child if s/he's disabled for more than 12 months. However, the caregiver of a disabled child may qualify for a smaller credit just for [...]

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